An inside look at a cable titan and his industry John Malone, hailed as one of the great unsung heroes of our age by some and reviled by others as a ruthless robber baron, is revealed as a bit of both in Cable Cowboy. For more than twenty--five years, Malone has dominated the cable television industry, shaping the world of entertainment and communications, first with his cable company TCI and later with Liberty Media. Written with Malone's unprecedented cooperation, the engaging narrative brings this controversial capitalist and businessman to life. Cable Cowboy is at once a penetrating portrait of Malone's complex persona, and a captivating history of the cable TV industry. Told in a lively style with exclusive details, the book shows how an unassuming copper strand started as a backwoods antenna service and became the digital nervous system of the U.S., an evolution that gave U.S. consumers the fastest route to the Internet. Cable Cowboy reveals the forces that propelled this pioneer to such great heights, and captures the immovable conviction and quicksilver mind that have defined John Malone throughout his career.
發表於2024-11-08
Cable Cowboy 2024 pdf epub mobi 電子書 下載
圖書標籤: 美國 商業 經濟 紀傳 John.C.Malone 行業 傳記 人物傳記
3.5星,寫早期TCI和有綫電視行業非常精彩,後麵寫得很雜很亂,如果對當時背景和媒體行業的宏觀變遷沒有瞭解讀起來會很艱辛
評分被低估的好書。充分反應一句話:你不需要知道所有的企業來做好的投資。哪怕僅懂一個領域,深挖透瞭也可以在長期取得遠好於市場的錶現。當然,對單一領域的深耕也會造成即使分散投資依然無法應對該領域的係統性風險,這點在互聯網泡沫破滅時尤為明顯。
評分感覺Malone是有一些為瞭做生意而不惜用一些很強硬的手段的人,而且TCI確實也做到瞭行業霸主的地位,甚至對FCC的法規都陽奉陰違並且保持customer service很糟糕。Malone對這個行業前瞻看得比較清楚,什麼時候碰到瓶頸瞭他也認真的考慮退齣。另外,他也很懂資本市場,從TCI-Liberty的換股給他跟創始人帶來的巨大收益到之後很多次的分拆閤並。1997年入主的Hindery帶來的最大改變是改善瞭被人詬病的客服以及下放自主權,這時候更大的挑戰來自默多剋的衛星電視。Hindrey更大的本領在於deal making上,TCI賣給ATT的交易就可以看齣來。但是ATT拒絕發行tracker stock讓Malone完全失去瞭對公司的控製。Liberty在2000年做過不少失敗投資
評分兩天裏趕完瞭這本書。看的時候不停感嘆,這人太厲害瞭,他的大腦無論放到哪個行業都會是顯示齣無邊際的價值。先於華爾街意識到現金流的重要性,對於三網融閤的前瞻性,還有早期拯救TCI於破産邊緣的廣大全局觀。其實印象最深刻的,還是他為人做事的強硬和不妥協。當你強硬的時候,彆人就軟瞭。他的對手蓋茨和Comcast的二代領導人就是如此。
評分很精彩 內容和渠道的前世今生 無愧黎叔枕邊書
Cable Cowboy 2024 pdf epub mobi 電子書 下載