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 16: David M. Rubenstein
Date: October 23, 2020
- The Boyar Value Group 3rd Quarter 2020 Client Letter
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- The World According To Boyar – Episode 15: Sir Martin E. Franklin
Date: August 25, 2020
- The World According To Boyar – Episode 14: Brandon Ridenour
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- The Boyar Value Group 2nd Quarter 2020 Client Letter
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- Jonathan Boyar on GuruFocus’s Value Investing Live
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Barron's, Written by Andrew Bary
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