The Boyar Value Group @BoyarValue
Taking a private equity approach to the market since 1975. Expert analysis & deep, fundamental research. Conviction in every report. [email protected] boyarresearch.substack.com New York, NY Joined February 2018-
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One of the best real estate trades of the 1970s wasn't made by a real estate investor. It was made by a grocer in his twenties using common sense: own the buildings your stores sit in. In 1977—"the world was coming to an end in New York"—@JCats2013 was buying. $5M became $100M. And he held on. Full story at the link in comments.
The latest podcast has dropped! @JCats2013 built @RedAppleGroup over half a century. His kids "want nothing to do with retail." So who gets @Gristedes? A decision is coming, he says—in the next few years. His own words: Link to the full episode in the comments
An amazing stat. In fact if you invested $1 in the S&P 500 index only from trading day #137 through trading #197 every year since 1985, you would wind up with about 55 cents. Summer Stock Market Rallies Aren’t Meant to Last barrons.com/articles/summe…
In 1999, the bubble was in valuations: fantasy prices for companies with no profits. Today, as @bcaresearch @PeterBerezinBCA puts it, the AI bubble may be “in earnings rather than in valuations.” A stock can look cheap against today’s earnings and still prove very expensive if today’s earnings are the high-water mark. Everything turns on that “if.” Our thoughts on this (and more) in our quarterly letter (link in the comments).
#AmEx moved into #Fidelity’s business. Ned Johnson’s response? Cancel every American Express card at the company. A revealing glimpse into the competitive culture behind one of America’s most important financial firms. My conversation with @JustinBaer: Full episode link in comments.
Enjoyed the interview . Worth your time . Jamie Dimon talks Trump, AI and America’s future on The Axios Show | Ful... youtu.be/AwXmUXpjNw4?is… via @YouTube
@MichaelSantoli can’t own individual stocks because of @CNBC rules. The surprising part? After 30+ years covering markets, he says he’s glad. A thoughtful reflection on market discipline from one of Wall Street’s most experienced observers. Link to the full episode in the comments:
90% of activist campaigns never reach a proxy fight. They end in a settlement most of the public never registers. Elina Tetelbaum on the face-saving step that resolves most of them: a committee, a few new directors, and a gracious press release. Full interview in the comments.
Ryan Cohen came on @CNBC to defend GameStop’s bid for eBay — and the interview got awkward fast. @michaelsantoli takes us inside the exchange. Link to the full episode in the comments:
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