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.
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Recent Posts
- The World According To Boyar – Episode 14: Brandon Ridenour
Date: August 07, 2020
- The Boyar Value Group 2nd Quarter 2020 Client Letter
Date: July 23, 2020
- Boyar’s Presentation from The 2020 Contrarian Investment Conference
Date: June 24, 2020
- The World According To Boyar – Episode 13: Caleb Silver
Date: June 06, 2020
- The Boyar Value Group’s 1st Quarter 2020 Client Letter
Date: May 12, 2020
Recent Press
- Jonathan Boyar Discusses The Investment Case For Disney, Twitter, Madison Square Garden Sports/ Entertainment and Berkshire Hathaway
Date: July, 2020
Boyar Value Group
- The Boyar Value Group’s Case for Investing in Sports Teams
Date: June, 2020
Boyar Value Group
- You Can’t Be Too Focused On The Macroeconomic Headlines
Date: June, 2020
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- Jonathan Boyar Interview On Zona Value
Date: June, 2020
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- A Brave Stock To Buy Before America Reopens
Date: April, 2020
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