Boyar Value Group On The Value In MSGE, MSGS, IAC & ANGI
Date: November 10, 2020
Jonathan Boyar and Shrey Patel were recently interviewed on the Yet Another Value Podcast where they discuss the firm’s background and the process of finding stocks trading for less than private market value. Please listen to the interview below.
David M. Rubenstein, Co-Founder & Co-Executive Chairman of The Carlyle Group, on how private equity deals are evolving and his recent book “How To Lead”.
Date: October 23, 2020
Share it on: The interview discusses: How Zoom and other technologies will change how we conduct business going forward. David’s views on how the pandemic has impacted the global economy. How the private equity world is changing in terms of the types of deals they are doing. Key skills needed to be […]
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 […]