The Boyar Value Group

Taking a private equity approach to the market since 1975. Expert analysis & deep, fundamental research. Conviction in every report.
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[The Boyar Value Group @BoyarValue]

Value investors buy falling stocks. Everyone assumes it's because we're contrarians.

It's not. Just talked through the real reason on @TheCompoundNews with @Downtown and @michaelbatnick — along with $UBER, $MSGS, and the Mag 7 selloff.

Episode link 👇

[The Boyar Value Group @BoyarValue]

While this is factually correct , the real value for $MSGS shareholders is that this playoff run dramatically increased the value of the New York Knicks to an acquirer.

I am however surprised that this has not turned into a meme stock…

https://t.co/fUDn3IEYwd

[The Boyar Value Group @BoyarValue]

Just finished The World According to Boyar podcast with @michaelsantoli . He did not disappoint . We discussed Andrew Left of @CitronResearch , @ryancohen’s infamous appearance on @CNBC and how he views today’s stock market in relationship to other historical periods . Plus much more.

Stay tuned for the release .

[The Boyar Value Group @BoyarValue]

Nicely done by @AntoineGara

New York Knicks title run gives besieged owner a rare reprieve

“James Dolan is having his moment in the sun and he is being vindicated,” said Jonathan Boyar, principal of Boyar Value Group, a longtime shareholder in MSG Sports. “We have always thought he was a much better allocator of capital than he is credited for.”
$MSGS $MSGE

https://t.co/1NqFPTAX5Z via @ft

[The Boyar Value Group @BoyarValue]

MSG auctioning off 2 celebrity courtside seats to Knicks-Spurs NBA Finals

How much do you think this will go per ticket $MSGS

[The Boyar Value Group @BoyarValue]

Interviewing @michaelsantoli on The World According to Boyar podcast tomorrow, any questions you would like me to ask...
@CNBC

[The Boyar Value Group @BoyarValue]

https://t.co/t7UpuPNLiJ

[The Boyar Value Group @BoyarValue]

Everyone knows the brand. Wall Street has ignored the stock.

Our new Opportunity Report breaks one down:

35%+ FCF margin
~0.3% capex/sales
net cash balance sheet
meaningful share buybacks

Growth just hit a 2-year high. We think ~58% upside.

Find out how to access the report in the comments

[The Boyar Value Group @BoyarValue]

Source:%20YouTube https://t.co/FQPqInXZYr

[The Boyar Value Group @BoyarValue]

Looks like $MGM is in play due to a forthcoming bid by $IAC .Listen to our recent interview with $MGM’s CEO @billhornbuckle where he discussed his relationship with Diller.

https://t.co/wmXctDku8F

[The Boyar Value Group @BoyarValue]

@TheCompoundNews @Downtown @michaelbatnick Click below to listen:
https://t.co/LI5KzTnnlg

[The Boyar Value Group @BoyarValue]

Josh Brown and Michael Batnick joined me on The World According to Boyar.

After hearing me on @TheCompoundNews, my father and Boyar Value Group Founder called @Downtown and @michaelbatnick “the Howard Stern of financial podcasting.”

So naturally I had to ask them if the comparison was fair.

We covered @Ritholtz, @CNBC the danger behind making public stock picks, how to build a financial brand today, and why “risk finds a way.”

Link in replies.

Enjoy...

[The Boyar Value Group @BoyarValue]

These Knicks Finals ticket prices are insane. Not the good Crazy Eddie kind.

$MSGS

[The Boyar Value Group @BoyarValue]

@DCatul They announced they were exploring this in February so investors believed the likelihood of it occurring was pretty high (one of the reasons the stock is up 36% YTD).

[The Boyar Value Group @BoyarValue]

It is happening $MSGS!

MSGS filed registration statement for proposed spin-off of New York Rangers business from New York Knicks business.

[The Boyar Value Group @BoyarValue]

I am excited to have @Downtown and @michaelbatnick of @TheCompoundNews & @RitholtzWealth on The World According to Boyar tomorrow. Any questions you would like me to ask. Will be an exciting show.

[The Boyar Value Group @BoyarValue]

@BillAckman agree...

[The Boyar Value Group @BoyarValue]

Great stat from @awealthofcs @TheCompoundNews

The South Korean stock market is now larger in terms of market cap than the UK stock market . It also is larger than the Canadian stock market

That is insane.

[The Boyar Value Group @BoyarValue]

https://t.co/ue4fCO5IFl

[The Boyar Value Group @BoyarValue]

Walmart 1999: 48x earnings, -21% returns
Walmart 2026: 44x earnings...

The math hasn't changed. Our latest piece in the comments.

[The Boyar Value Group @BoyarValue]

@SeekingAlpha Alpha says Betaville was out with reporting today that $MGM could re-engage w/ Entain on a potential takeover and that CVC and Apollo were also considering a possible transaction

Interesting to note in 2021, @MGMResortsIntl tried to buy Entain for $11 billion equity valuation. Entain said the bid materially undervalued them.....today $ENT stock has a market cap of ~$4.7B in USD