The World According to Boyar

The interview Discusses: 

• The differences between the current business climate and the one at the start of his career in the 1980s. 
• His views on when share buybacks are appropriate.
• Why capital allocation was so critical for shareholder returns at Jarden. 
• Executives he believes are good capital allocators.  
• How he managed to gain control of the company that eventually turned into Jarden. 
• The acquisition strategy he employed while running Jarden (that he still employs today). 
• How he evaluated brand equity when making acquisitions of consumer products companies. 
• Why he believes he would have had the same success today even with the growing popularity of private label brands from Amazon and Costco. 
• His current views on Newell. His latest SPAC (which he is partnering with Viking Global on) and what his acquisition strategy will be. 
• And much more…

Biography:

Sir Martin E. Franklin is the Founder and CEO of Mariposa Capital, a Miami based family investment firm focused on long term value creation across various industries. Mr. Franklin serves as Founder and Executive Chairman of Element Solutions Inc., Co-Founder and Co-Chairman of Nomad Foods Limited, Co-Founder and Co-Chairman of APi Group Corporation and Chairman and controlling shareholder of Royal Oak Enterprises, LLC. He is a principal and executive officer of several otherprivate investment entities.

Prior to founding Mariposa Capital, Mr. Franklin founded Jarden Corporation in 2001. Under his leadership, Jarden grew from approximately $300 million in revenues to more than $10 billion, comprised of over 120 global brands and 35,000 employees before it was acquired by Newell Brands in April 2016. He served as Executive Chairman of Bollé, Inc. from 1997 to 2000 and Chairman and Chief Executive Officer of Benson Eyecare Corporation from 1992 to its sale in 1996. Jarden and Benson generated over 5,000% and 1,800% stock returns to their investors respectively.

Mr. Franklin received a BA from the University of Pennsylvania. A father of four, he resides in Miami, FL with his wife Julie. He is an avid endurance sports enthusiast and an active supporter of a number of charities including the Challenged Athletes Foundation and Wounded Warriors Project.

To read the transcript of this interview click here.


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

The Boyar Value Group: Uncovering Investment Opportunities Since 1975

Founded in 1975, The Boyar Value Group has spent more than five decades seeking to uncover undervalued opportunities in the stock market.

Through Boyar Research, we provide in-depth, independent research focused on businesses we believe are misunderstood, underfollowed, or trading at a meaningful discount to intrinsic value.

Our investment management business applies that same research-driven discipline to manage portfolios for both institutions and individuals, utilizing our private equity approach to stock market investing.

To learn more about The Boyar Value Group, please visit www.boyarvaluegroup.com.

Never miss another Boyar podcast, market insight, or other valuable content — subscribe to our Substack at boyarresearch.substack.com.

Disclosure

This podcast is for informational and educational purposes only and should not be considered investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services. The views expressed by guests are their own and do not necessarily reflect the views of Boyar Research or its affiliates. Boyar Research, its affiliates, employees, and accounts managed by its affiliates may own shares of companies mentioned in this episode. Our vi...

The Interview Discusses:
 

• Brandon’s views on running a public company (especially during times of stock price volatility). 
• Why ANGI took the rare step for a public company and stopped providing quarterly guidance. 
• How ANGI is trying to transform the way consumers purchase home services and why he believes home services is one of the last major categories without a significant online presence.
•  How ANGI is helping to reduce the lack of price transparency in the home services business. How he believes ANGI will be able to compete against Facebook and Google in the home services category. 
• Brandon’s views on potential anti-competitive behavior by companies like Google and whether the government should be exploring antitrust action. 
• The opportunity ANGI sees in fixed priced services and how they are building a similar model to that of Uber or Doordash. 
• ANGI’s partnerships with both Realogy and Loews. 
• How COVID has impacted ANGI’s business and which categories are doing well and which are struggling. 
• Why millennials are an incredible tailwind for their business. Why he believes ANGI will do well regardless of economic conditions. 
• And much more…

Biography:

William B. (Brandon) Ridenour is CEO of ANGI Homeservices (ANGI) and also serves on the Board of Directors. Prior to assuming the role of CEO of ANGI Homeservices, Mr. Ridenour served as the Chief Product Officer of ANGI Homeservices and as the Chief Product Officer and Chief Technology Officer of HomeAdvisor for six years leading up to the acquisition of Angie’s List in 2017. In this role, Mr. Ridenour managed web and mobile product strategy, product design and development, as well as the operations of HomeAdvisor's North American subsidiaries, HomeStars, mHelpDesk and CraftJack.

Earlier in his career, Mr. Ridenour served as the Senior Vice President of eCommerce at Nutrisystem, Inc. where he managed e-commerce organization and supported multiple large scale e-commerce platforms. He also previously served as the Director of eBusiness Solutions at Scholastic.

Mr. Ridenour currently serves on the board of Builder Homesite, Inc., a company whose mission is to bring home building leaders together to develop world-class technology solutions. He is also on the board of Axial, the largest online marketplace connecting private companies to capital.

To read the transcript of this interview click here. 


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 th

The Boyar Value Group: Uncovering Investment Opportunities Since 1975

Founded in 1975, The Boyar Value Group has spent more than five decades seeking to uncover undervalued opportunities in the stock market.

Through Boyar Research, we provide in-depth, independent research focused on businesses we believe are misunderstood, underfollowed, or trading at a meaningful discount to intrinsic value.

Our investment management business applies that same research-driven discipline to manage portfolios for both institutions and individuals, utilizing our private equity approach to stock market investing.

To learn more about The Boyar Value Group, please visit www.boyarvaluegroup.com.

Never miss another Boyar podcast, market insight, or other valuable content — subscribe to our Substack at boyarresearch.substack.com.

Disclosure

This podcast is for informational and educational purposes only and should not be considered investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services. The views expressed by guests are their own and do not necessarily reflect the views of Boyar Research or its affiliates. Boyar Research, its affiliates, employees, and accounts managed by its affiliates may own shares of companies mentioned in this episode. Our vi...

The interview discusses: 

• The state of financial journalism. 
• How Investopedia is helping individual investors. 
• IAC’s strategy with Dot Dash. How you can potentially profit from Investopedia’s proprietary anxiety index. 
• How to get your website on the first page of Google.
• And much more...

Biography:

Caleb began his career producing wildlife documentaries in South America and the American southwest. His career in business news began at Bloomberg, where he worked as a senior television producer and was nominated for a 2003 Emmy Award.

Caleb then joined CNN, serving as a Senior Producer for The Situation Room with Wolf Blitzer, as well as the Executive Producer of CNNMoney.com. Caleb and his team at CNNMoney were nominated for an Emmy Award for New Approaches to Business & Financial Reporting. He then returned to CNN as the Director of US business news.

Caleb left CNN in 2014 to form Frog Pond Productions, a digital production and consulting company, and then joined Investopedia in January 2016 as the VP of Content. He also serves as the treasurer of the executive board of the Society for Advancing Business Editing and Writing. 

Caleb is frequently featured as a markets, economic and consumer trends expert on NBC, MSNBC, ABC Radio, Marketplace Radio and Cheddar TV, in addition to markets commentary in his daily newsletters.


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.  

The Boyar Value Group: Uncovering Investment Opportunities Since 1975

Founded in 1975, The Boyar Value Group has spent more than five decades seeking to uncover undervalued opportunities in the stock market.

Through Boyar Research, we provide in-depth, independent research focused on businesses we believe are misunderstood, underfollowed, or trading at a meaningful discount to intrinsic value.

Our investment management business applies that same research-driven discipline to manage portfolios for both institutions and individuals, utilizing our private equity approach to stock market investing.

To learn more about The Boyar Value Group, please visit www.boyarvaluegroup.com.

Never miss another Boyar podcast, market insight, or other valuable content — subscribe to our Substack at boyarresearch.substack.com.

The interview discusses: 

• Why having a diverse workforce is a competitive advantage. 
• The changing media landscape. 
• Why the business of content curation will be critical in the future. 
• The reason why movie theater companies will survive.  
• A behind the scenes look of when Mellody’s husband George Lucas’s company, Lucas Films was sold to Disney. 
• The sale of DreamWorks (Ms. Hobson what Chair of the Board) to Comcast. Characteristics of George Lucas that would surprise most people.  
• How Ms. Hobson was selected to join the board of Starbucks. 
• Why Mellody believes her board service has made her a better investor. 
• And much more...

Biography

As Co-CEO, Mellody is responsible for all firm-wide management, including strategic planning and growth as well as every aspect of Ariel’s business beyond research and portfolio management. Prior to her formal appointment to Co-CEO, Mellody served as Ariel’s President for nearly two decades and functions as chairman of the board of trustees for Ariel Investment Trust.

Ariel Investments is headquartered in Chicago, Illinois, and has offices in New York City and Sydney, Australia.  The firm manages assets of retirement plans, college saving accounts, and personal investment accounts.  With strong ties to the community, Ariel is focused on making investing accessible for everyone.  Individuals are able to invest $1000 in the firm’s mutual funds.  

She is Vice Chair of the Board of Starbucks Corporation, and also serves as a director of JPMorgan Chase and Quibi, a short-form video content company. Mellody is former Chair of the Board of DreamWorks Animation.  As a Chicago-native, Mellody is involved in numerous organizations that focus on improving the city.  She serves as Chair of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs.  In 2017, Mellody became the first African-American woman to become Chair of the Economic Club of Chicago in its 90-year history, a two-year term which ended in 2019.

To read the transcript of this interview click here.


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.  

The Boyar Value Group: Uncovering Investment Opportunities Since 1975

Founded in 1975, The Boyar Value Group has spent more than five decades seeking to uncover undervalued opportunities in the stock market.

Through Boyar Research, we provide in-depth, independent research focused on businesses we believe are misunderstood, underfollowed, or trading at a meaningful discount to intrinsic value.

Our investment management business applies that same research-driven discipline to manage portfolios for both institutions and individuals, utilizing our private equity approach to stock market investing.

To learn more about The Boyar Value Group, please visit www.boyarvaluegroup.com.

Never miss another Boyar podcast, market insight, or other valuable content — subscribe to our Substack at boyarresearch.substack.com.

The interview discusses: 

• How Dr. Davis led one of the greatest financial turnarounds in medical history. 
• The reasons why healthcare keeps becoming more expensive along with solutions on how to decrease costs without sacrificing care. 
• Why drug pricing should be a trade issue. 
• Why the current patent system discourages pharmaceutical innovation. 
• What “value based” medicine is and why insurance companies and hospitals should consider adopting it. 
• Why the National Institutes of Health is so vital to drug discovery. 
• His thoughts on CVS’s strategy of becoming an integrated health care provider. 
• What serious healthcare problem he sees getting worse which he believes has the potential to bankrupt the entire Medicare system. 
• And much more….

Biography:

Kenneth L. Davis, MD, President and Chief Executive Officer of the Mount Sinai Health System, is widely recognized as a visionary leader who has guided the institution on a strong and dramatic growth trajectory. In 2013, the Mount Sinai Health System was formed by the combination of The Mount Sinai Medical Center and Continuum Health Partners, becoming one of the largest nonprofit systems in the country with $8 billion in revenue, 42,000 employees, eight hospitals, and more than 410 ambulatory practices throughout the five boroughs of New York City, Westchester, Long Island, and Florida. Prior to becoming CEO, Dr. Davis spent 15 years as Chair of Mount Sinai’s Department of Psychiatry. He was the first Director for many of the institution’s research entities, including Mount Sinai’s National Institutes of Health (NIH)-funded Alzheimer’s Disease Research Center, the Schizophrenia Biological Research Center at the Bronx Veterans Affairs Medical Center, the Silvio Conte Neuroscience Center to study schizophrenia, and the Seaver Autism Center for Research and Treatment. Additionally, he received one of the first and largest program project grants for Alzheimer’s disease research from the NIH.


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

The interview discusses:

• How he helped turn Nathan’s Famous from a small restaurant chain into a global licensing business that sells over 480 million hot dogs per year. 
• Characteristics he looks for in companies he looks to acquire. 
• His thoughts on the New York real estate market. 
• What areas within the New York residential real estate market he believes currently offer the greatest values. 
• His views on technology disrupting the real estate business and who is potentially most vulnerable. 
• How he believes tobacco companies will participate in the cannabis market.

Howard Lorber is the president and CEO of Vector Group Ltd., a holding company. He is also the Chairman of Douglas Elliman, a subsidiary of Vector, which is the largest residential real estate brokerage in New York metropolitan area with 4,000 brokers as of 2014 (and an additional 300 in Florida). Lorber is chairman of fast food chain Nathan's Famous.


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

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

The interview discusses: 

• How David and Robert Kirkman took the Walking Dead comic book series and turned it into the most watched show in cable television history. 
• What it means to sell a television show to a network in terms of both economics and creative control. 
• The actual role of a television and film producer. 
• What David and Robert did (that had never been done before) that helped turn The Walking Dead into an international sensation. 
• What it means that Skybound signed a “First Look” deal with Amazon. 
• David’s view on whether the current level of spending on content by companies like Amazon and Netflix are sustainable (and whether he believes they make economic sense). 
• David’s thoughts on the competitive position of content providers like Disney. 
• What low-tech form of entertainment is making a huge comeback and how Skybound is profiting from it in a major way.

Biography:

David Alpert. David Alpert is CEO of Skybound Entertainment, founded alongside longtime collaborator Robert Kirkman. Alpert is a prolific producer, with television credits including The Walking Dead and its companion series Fear The Walking Dead, Outcast, Robert Kirkman’s Secret History of Comics, and Dirk Gently’s Holistic Detective Agency.


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

The interview discusses: 

• Is Amazon currently engaging in anti-competitive behavior both in publishing and in their other businesses? 
• The tactics Amazon employed to gain such a strong position in the e-book market. Why he believes now is a “golden age” for content creators. 
• An overview of the economics of the publishing industry. 
• The future of the legal industry from a business perspective. 
• His new book Testimony. 
• How social media and technology is impacting the art of writing. 
• And much more...

Biography:

Scott Turow is the author of ten bestselling works of fiction, including IDENTICAL, INNOCENT, PRESUMED INNOCENT, and THE BURDEN OF PROOF, and two nonfiction books, including ONE L, about his experience as a law student. His books have been translated into more than forty languages, sold more than thirty million copies worldwide, and have been adapted into movies and television projects. He has frequently contributed essays and op-ed pieces to publications such as the New York Times, Washington Post, Vanity Fair, The New Yorker, and The Atlantic.


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

The Interview discusses: 

• What is The Acquirer’s Multiple and why investors should pay attention to this metric. What does deep value investing really mean and tips on incorporating it into your investment process. 
• The importance of mean reversion. 
• Two deep value stocks he currently finds attractive.

Biography:

Tobias Carlisle is the founder of The Acquirer’s Multiple. He is the founder of Acquirers Funds, LLC.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.


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