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’s Letter to James Dolan
Date: March 29, 2021
- Legendary Investor Leon Cooperman on asset allocation, interest rates, Berkshire Hathaway, and where he is currently finding value in the stock market.
Date: March 04, 2021
- The Boyar Value Group 4th Quarter 2020 Client Letter
Date: February 03, 2021
- David Zaslav, CEO of Discovery, Inc. on the future of streaming and Discovery Plus
Date: January 19, 2021
- Michael Santoli, Senior Markets commentator at CNBC on how he has used his experience covering 9/11 and has applied that to Covid-19. He also discusses the importance of Twitter in journalism.
Date: December 09, 2020
Recent Press
- 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
- Jonathan Boyar on GuruFocus’s Value Investing Live
Date: September, 2020
Boyar Value Group
