Why Boyar Thinks it May be Time to Take a Swing with Callaway
Date: August 05, 2014
In May of this year, Boyar’s Intrinsic Value Research produced a report on Callaway Golf. The report discusses the turnaround effort that is starting to bear fruit at the company. While golf is a sport that is very much out of favor in the U.S. as demonstrated by recent data that indicates nearly 6 million […]
Words of Wisdom from Jesse Livermore
Date: August 05, 2014
Our friends at Value Investor Insight provided us with excerpts from the book Reminiscences of a Stock Operator that profiles the life of Jesse Livermore. While Mr. Livermore had a very different investing style than we do (he was a trader and not a long-term investor), the book does share some useful investing lessons such […]
Inversions: A Threat to the United State’s Fiscal Health or Political Fodder?
Date: August 05, 2014
Tax inversions where you change your official country of incorporation usually by means of a merger has become a hot button issue recently. According to Bloomberg about 41 U.S. companies have reincorporated in low-tax countries since 1982 and 12 companies since 2012 have done so. The recent offer (which was rejected) by Pfizer to purchase […]
Boyar Value Group Market Commentary
Date: May 06, 2014
The Boyar Value Group recently released our latest market commentary. The letter is quite extensive and covers a multitude of topics. Topics that are discussed include: Putting the current stock market into a historical perspective Possible warning signs in the equity market that makes the Boyar Value Group question whether we are in the midst […]
“Betting on the Jockey” and “Wandering in the Wilderness”
Date: May 06, 2014
John Heins who, along with money manager Whitney Tilson, publishes Value Investor Insight contributed two articles to this edition of The World According to Boyar. Value Investor Insight is a terrific publication which primarily focuses on interviewing value oriented money managers to discuss their investment philosophies, processes and some of their current high conviction equity […]
