John Malone Related Companies

[Aurel]

https://www.cnbc.com/video/2022/11/17/watch-cnbcs-full-interview-with-liberty-media-chairman-john-malone.html

[Gamecock-YT]

You can always count on Greg doing things right before he's about to get chewed out. 

[WayWardCloud]

Malone has this awkward sentence at 38:47 of the CNBC interview: "Despite my Irish heritage, I'm an American" even though he was born in Connecticut.

Ireland is known as a tax heaven and he owns land, a castle, a hotel and a golf course there.

Malone is famous for hating taxes and being a libertarian.

He has two children and he publicly praised Murdoch for his smart estate moves with Fox.

Although I do not believe Malone's children are interested in running any of his companies like the Murdoch brothers were I'm fairly convinced Malone's primary focus these days isn't to grow shareholder value but to prep his empire for a tax efficient transition to his heirs, potentially by renouncing US citizenship.

I'm not sure how this affects or doesn't affect common shareholders but he's shown willing to screw everyone else for his own interest as recently as the CWC/LILA deal and the LBTYA/LGF deal so I worry the next time he will throw us under the bus will be for estate planning purposes.

[ValueMaven]

Looks like the 2022 Investor Day slides have been posted.

[WayWardCloud]

Investor Day is upon us

 

Super bearish Malone :

 

Greg Maffei:

 

Gosh I love David Faber!

[scorpioncapital]

Lol, this smooth talking hypocrite is saying to deleverage now. You got to do these things before the sh*t hits the fan. Otherwise you are not a great investor!! Better yet, like Munger says, don't get into situations of reckless debt at all.

 

[skanjete]

what he's saying is : if you have stable cash flows, you take on leverage when money it's cheap and pay it back at a discount when the sh*t hits the fan. 

[ValueMaven]

 

[Gamecock-YT]

 

 

Charlie Rose interview with The Doctor

[gfp]

Old man Malone writing some put options on Formula One

 

"On March 30, 2026, Mr. Malone wrote over-the-counter put options to a financial institution counterparty representing the obligation by the financial institution to sell to Mr. Malone an aggregate of 250,000 shares of Series A Liberty Formula One Common Stock at a strike price of $71.7531, which was determined pursuant to a formula based on the weighted average prices of the Series A Liberty Formula One Common Stock at which the financial institution established its initial hedge position in respect of the put options. The put options are European style and may be settled physically or in cash at the option of Mr. Malone. The put options expire in three approximately equal components on March 29, 2027, March 30, 2027 and March 31, 2027. Mr. Malone received a premium of approximately $1,284,000, in the aggregate, for writing the puts."