A Look at John Malone, the Cable Industry & Charter Communications
At Peters MacGregor Capital Management we currently hold a number of John Malone’s Liberty cable companies and want to highlight Charter Communications and why think it’s a great company, in a great industry, with excellent oversight with John Malone as Chairman of Liberty Broadband. John Malone has a relatively low public profile despite compounding capital at 30% for two and a half decades, more than twice the return of the S&P. Our fascination with Malone goes back to 2012 when we read the book the Outsiders which profiled 8 unconventional CEOs that dramatically outperformed the S&P over multiple decades. The book received high praise from Warren Buffett and was even put on his recommended reading list. Video: Full transcript: (VIEW LINK)
Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities. Our clients range from family offices and high net worth investors through to self-managed super funds and financial advisers.