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Cable is just pipes. But whoever owns the pipes controls what flows through them. That is the entire thesis.
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I own 2.2 million acres of land. More than anyone else in America. Land is the one asset they are not making more of.
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Tax efficiency is not tax evasion. It is the difference between a good capital allocator and a mediocre one.
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Warren Buffett called me the person he would most like to be if he were not himself. I keep that quote framed in my office.
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I bought Formula One for 4.4 billion dollars. Everyone said I overpaid. Revenue has doubled since. The crowd is usually wrong about sports media.