Open Letter to James Dolan Outlining Ways to Unlock Shareholder Value
Sometimes I think of you as the Rodney Dangerfield of investing—investors just don’t give you the respect you deserve. They’ve gone so far as to assign a “Dolan discount” to..
Is CVS A Value Trap Or A Fallen Angel Ready To Rise Again?
We love searching for value among former Wall Street darlings that are now unwanted and unloved. In the same way herd behavior can push a company’s share price to insane heights,..
Spotting Investment Opportunities in Out of Favor Industries
Over the long run, stock markets are fairly efficient. In the shorter term however, valuations can go to extremes both on the low and high sides. Investors usually create these..
Value Hides In Plain Sight: Understanding Hidden Assets And How To Find Them 02/12/2019
Since I was a kid, I’ve heard my father tell a story about his daily commute to work. Every morning, he’ d walk by Tiffany & Co.’s flagship store on Fifth Ave and 57th Street. He..
5 Behaviors Of Highly Successful Business People: Takeaways From Home Depot Cofounder Ken Langone
What separates a good business from a great business? Home Depot cofounder Ken Langone believes it all comes down to people. On The World According to Boyar podcast, Jonathan..
Two Simple Techniques Individual Investors Can Use To Outperform The Pros
Professional investors have teams of analysts who scour the world looking for investment ideas, databases full of historical investment information, and in many instances access..