Historically spinoffs have been a dependable source of market beating investment ideas. Conventional wisdom says that spun-out entities have thrived when given the freedom to focus on their core products and services. At the same time, it’s hard for many investors to recognize the value of a division buried within the complex finances of an unwieldy conglomerate. After such an entity gets spun off, investors usually have an easier time valuing it more accurately. As a result, the sum of the parts of an entity ripe for spinoff can wind up exceeding the assessed value of the conglomerate in which they operate.
Recent Posts
- Looking for Value in 2023? Use Boyar’s Forgotten Forty as Your Roadmap
Date: November 28, 2022
- The Boyar Value Group’s 3rd Quarter Client Letter
Date: October 28, 2022
- John Rogers, Co-CEO of Ariel Investments on founding Ariel at the age of 24, the techniques he employs when investing on behalf of clients and more…
Date: September 07, 2022
- 6 Stocks With Significant Upside
Date: August 18, 2022
- Uncovering Investment Opportunities in a Bear Market
Date: July 26, 2022
Recent Press
- Volatility & Opportunities In Today’s Geo-Political & Economical Turmoil
Date: October, 2022
Boyar Value Group
- Opportunities For Long-Term Patient Investors Who Can Withstand The Current Volatility
Date: September, 2022
Boyar Value Group
- Mark & Jon Boyar in Welling on Wall Street On the Upside of the Downside: Opportunity, Cheap
Date: September, 2022
Boyar Value Group
- Jonathan Boyar on the “Dolan Discounts” at MSGS and MSGE
Date: August, 2022
Boyar Value Group
- Investors need to beware of false bargains, says Jonathan Boyar in a new CNBC interview
Date: August, 2022
Boyar Value Group
