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John Malone

Mentioned in 2 analyzed podcast episodes across 2 shows

Appears On

Excess Returns Pivot

Episode Appearances

Excess Returns · May 6, 2026

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

“Example of owner-operator investing counter-cyclically during 2008 financial crisis”

Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges

Pivot · Jan 16, 2026

Trump Threatens Insurrection Act, Paramount Sues Warner Bros, and Apple Teams Up with Google for AI

“Influential Warner Bros board member whose opinion will determine acquisition outcome”

Trump's Insurrection Act Threats and Martial Law SpeculationICE Enforcement and Police Brutality in MinneapolisParamount-Warner Bros Acquisition Battle and Proxy Fights