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
- The Boyar Value Group 2nd Quarter 2021 Client Letter
Date: September 07, 2021
- Ryan Serhant CEO and Founder of Serhant, on the NYC real estate market, potential technological disruption in the real estate brokerage industry, his firm Serhant, Jolie at 77 Greenwich and more.
Date: June 08, 2021
- IAC CEO Joey Levin on why his company took a 12% stake in MGM, which companies within IAC he is most excited about, lessons learned from working with Barry Diller, and how he approaches capital allocation.
Date: May 25, 2021
- The Boyar Value Group 1st Quarter 2021 Client Letter
Date: April 27, 2021
- The Boyar Value Group’s Letter to James Dolan
Date: March 29, 2021
Recent Press
- These Cool, High-Quality Stocks Are Just Right For This Overheated, Overhaled Market
Date: May, 2021
Lawrence A. Cunningham
- Jonathan Boyar Discusses Warren Buffet’s Annual Letter
Date: March, 2021
Boyar Value Group
- From Discovery To Coke: Companies Taking The Long-Term View To Create Shareholder Value
Date: February, 2021
Boyar Value Group
- Finding Value In The Stocks 2020 Left Behind
Date: January, 2021
Boyar Value Group
- Where to Find Undervalued Stocks
Date: October, 2020
Boyar Value Group
