The Boyar Value Group 3rd Quarter 2020 Client Letter
Date: October 20, 2020
The Boyar Value Group just released our latest quarterly letter to clients. In it we discuss: The upcoming U.S. election as a potential catalyst for the return of value investing. Historical equity returns based on which party controls all three branches of government (as well as the returns during periods of divided government). Our opinion […]
Sir Martin E. Franklin, Founder & CEO of Mariposa Capital/ Founder of Jarden Corporation, on SPACs, Capital Allocation, Acquisition Strategy and Business Success.
Date: August 25, 2020
Share it on: The interview discusses: The differences between the current business climate and the one at the start of his career in the 1980s. His views on when share buybacks are appropriate. Why capital allocation was so critical for shareholder returns at Jarden. Executives he believes are good capital allocators. How he […]
Brandon Ridenour, CEO of ANGI discusses how ANGI is disrupting the home services industry.
Date: August 07, 2020
Share it on: The interview discusses: Brandon’s views on running a public company (especially during times of stock price volatility). Why ANGI took the rare step for a public company and stopped providing quarterly guidance. How ANGI is trying to transform the way consumers purchase home services and why he believes home services […]
The Boyar Value Group 2nd Quarter 2020 Client Letter
Date: July 23, 2020
The Boyar Value Group just released our latest quarterly letter to clients. In it we discuss: Our thoughts on the current stock market leadership. Similarities & differences between today’s market & the dotcom era. Where we are currently finding value in the stock market. An analysis of what has happened historically when the S&P 500 […]
Boyar’s Presentation from The 2020 Contrarian Investment Conference
Date: June 24, 2020
At the Contrarian Investor Conference in June 2020, Jonathan Boyar discussed the investment case for Madison Square Garden Sports & Madison Square Garden Entertainment. The statistical and other information contained in this presentation has been obtained from third-party sources we deem to be reliable, but […]