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.
Boyar Blog
Recent Posts
- The World According To Boyar: Episode 12: Mellody Hobson
Date: December 16, 2019
- The World According to Boyar – Episode 11: Kenneth L. Davis, MD
Date: November 19, 2019
- The Boyar Value Group’s 3rd Quarter 2019 Client Letter
Date: November 12, 2019
- An Interview With Boyar In Seeking Alpha
Date: September 07, 2019
- The Boyar Value Group’s 2nd Quarter 2019 Client Letter
Date: July 31, 2019
Recent Press
- The 9/11 And Financial Crisis Playbook For Investing Amid The Coronavirus
Date: March, 2020
Boyar Value Group
- Jonathan Boyar On Finding Value With Markets At/Or Approaching All-Time Highs
Date: February, 2020
Boyar Value Group
- Jonathan Boyar On Private Market Value, Spinoffs And More With Tobias On The Acquirers Podcast
Date: February, 2020
Boyar Value Group
- The Forgotten Forty: Stocks That Could Outperform In The Year Ahead
Date: January, 2020
Boyar Value Group
- Spinoffs Have Dramatically Underperformed. Here’s How To Profit From Them
Date: January, 2020
Boyar Value Group
