The World According to Boyar

Mario Gabelli, Chairman & CEO of GAMCO Investors, Inc., on portfolio construction and who he believes could be the next John Malone.


Listen Later

The Interview discusses: 

  • His decision to start his own firm in the 1970s despite a horrendous economic backdrop. 
  • His new book Merger Masters that he wrote with Kate Welling. 
  • The rationale behind taking his company public and whether he would do so again. 
  • His thoughts on portfolio construction including how many positions should be in a portfolio and how long it takes him to become fully invested for a new account.  
  • How he incorporates tax ramifications into his sell decision. 
  • His process of what he does when a stock within his portfolio increases or decreases by a significant amount in a short period of time. 
  • Who he believes could be the next John Malone. His thoughts on Discovery Communications, Madison Square Garden and Disney.


Biography

Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977 that currently manages over $40 billion. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business. 
He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All-Star Century Team.


Important Disclosures. The information herein is provided by Boyar’s Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible loss of principal. Important Information: Past performance does not guarantee future results.  

Unlocking Investment Opportunities Since 1975

At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.

To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com

...more
View all episodesView all episodes
Download on the App Store

The World According to BoyarBy The Boyar Value Group

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

31 ratings


More shows like The World According to Boyar

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,392 Listeners

Exchanges by Goldman Sachs

Exchanges

979 Listeners

Masters in Business by Bloomberg

Masters in Business

2,166 Listeners

Odd Lots by Bloomberg

Odd Lots

1,866 Listeners

Founders by David Senra

Founders

2,104 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Wow in the World by Tinkercast | Wondery

Wow in the World

29,828 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,609 Listeners

FT News Briefing by Financial Times

FT News Briefing

672 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

436 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

108 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

180 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

163 Listeners