Market Overview

What's Better Than Buffett?

What's Better Than Buffett?
  • The cover story in this weekend's Barron's takes a look at a media empire that has offered better returns than Warren Buffett.
  • Despite outsized returns in the past decade. a case is made for more room to grow among the nine stocks under the umbrella.
  • Another featured article the outlook on Asia from a panel of experts.

Few people have delivered more value for shareholders over the past three decades than cable titan John Malone, who shows no sign of slowing down, according to this week's Barron's. In the aggregate, the nine stocks under the Liberty Media umbrella have delivered an annualized 13 percent over the past decade, well more than the S&P 500 and Warren Buffett's Berkshire Hathaway.

Bigger Than Buffett

This week's Barron's cover story, "Liberty Media: Better Than Berkshire" by Andrew Bary, makes the case that there is still room for Liberty assets to grow, despite those outsized returns. Liberty Media Group (NASDAQ: LMCA) is one of five main Liberty companies under nine different tickers, some of which track individual businesses like QVC and stakes other companies like Sirius XM. A table in the article provides the details on all nine.

See how Malone and Chief Executive Officer Greg Maffei have built the Liberty empire and are still building it. And see how they run their empire differently than Buffett runs his.

"The Malone magic formula starts with good businesses that are within his core competency, then putting the right management teams in place and leveraging those companies appropriately," says one expert quoted in the article. "One of our golden rules for investing in media and cable is to be on the same side of the table as John Malone and to align our interests with his."

See also the overview for investors of each of the nine Liberty Media stocks, to help keep them straight even though some of them have similar names. Other media companies in which Malone also has stakes are listed as well.

Related Link: Warren Buffett's 86th Birthday: A Look Back At 75 Years Of Investing Genius

Other Feature Stories

The four market pros of the Barron's Asia Roundtable offer their outlook for the region and share some of their best investment picks. See why the participants are bullish on India, and find out whether China's property boom has run its course. Also see which Chinese companies are expanding overseas rapidly and building multinational brands. And a case is made for Korean mid-cap stocks as well.

And find out what Barron's feels the prospects are for Broadcom Corporation (NASDAQ: BRCM) as its chips do more to power Apple Inc.'s (NASDAQ: AAPL) iPhone; AMC Entertainment Holdings Inc (NYSE: AMC) as it launches new initiatives that could boost ticket sales and earnings; and CBS Corporation (NYSE: CBS) regardless of whether a merger with Viacom, Inc. (NASDAQ: VIAB) comes to pass.

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