Liberty Media Corporation: Master Capital Allocator Behind a Free Cash Flow Machine by Bewoulf Capital We have spent a lot of time reading about John Malone in the last few months and we do think he deserves a place in our portfolio. Please see our thoughts attached on Liberty Media Corporation (LMCA/B/K) capital-allocation_lmca-2 Disclosure: Long LMCK John Malone’s Play Book Invest in Strong Subscription Businesses with Steady Cash Flow ? Cable Companies like Charter, TWC, Bright House, Sirius Cut Costs ? Drive Efficiency by Managing Costs Tightly Leverage to Manageable Debt as a Function of Cash Flow ? Manage Debt…
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