Boyar Value Group Blog

Jonathan Boyar On Private Market Value, Spinoffs And More With Tobias On The Acquirers Podcast - Boyar Value Group

Written by Jonathan Boyar | Feb 3, 2020
On the latest  Acquirer’s Multiple podcast with Tobias Carlisle, Jonathan Boyar discussed:
  • Why you should look at every equity investment through the lens of a knowledgeable acquirer;
  • Why spin-offs have significantly under-performed the market over the past decade;
  • A stock that John Malone recently bought ~$75 million worth of that he finds to be undervalued;
  • Why The Boyar Value Group avoids cyclical businesses;
  • Why we  like to invest in great consumer franchises;
  • The biggest expense most investors face and how to avoid it.

Click Here To Listen To The Interview