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

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

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

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