I think they’re actually similar in capital allocation it just doesn’t present in the same form.
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Replying to @PythiaR
Liz Retweeted Liz
Thread from here: re Singleton and Musk. Same applies to Malone IMO. https://twitter.com/laforeverhall/status/1207611754076725249?s=21 …https://twitter.com/LAForeverHall/status/1207611754076725249 …
Liz added,
1 reply 0 retweets 0 likes -
Replying to @LAForeverHall
You can influence events so that you're able to raise equity and earn no returns in a terrible business because you don't care about ROIC, you just care about ego/bigness/saving the world. You can influence events to maximize ROIC and make yourself rich. That's the difference
2 replies 0 retweets 1 like -
Replying to @PythiaR
If making yourself rich is the goal then Malone has really dropped the ball in comparison, especially adjusting for age?pic.twitter.com/bEMLPvAd9O
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Replying to @LAForeverHall
That's basically a "stock price bro" argument. Lots of people were rich in 2000 that didn't deserve to be. Musk is a legit billionaire, but I sincerely doubt when the dust settles as it has for Malone, he'll be worth $40 billion.
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Replying to @PythiaR
Bezos is a better Malone than Malone. I agree with you on that part at least.
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Replying to @LAForeverHall
I think Bezos has a bigger TAM than Malone to work with and started from an advantaged spot starting the business vs. being drawn into it as CEO (bigger equity slice to compound), so it's not a fair comparison.
1 reply 0 retweets 1 like
Well maybe he should have made better life choices. He is pretty libertarian, after all. 
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