We're posting up notes from the 2017 London Value Investor Conference. Next up is Jonathan Boyar of Boyar Value Group.
Jonathan Boyar's Presentation at London Value Investor Conference
Boyar is a value focused research company and asset manager. Jonathan Boyer favours 5 approaches to identifying value:
- Look for hidden assets. This is his favourite approach as it cannot be replicated by computers
- Business value – look for businesses hated by Wall Street. They tend to throw the ‘baby out with the bathwater’.
- Spin offs (and their parents). Both do well
- Consumer franchises
- Fallen angels On top of this he looks for catalysts.
Long QVC (QVCA); Long Discovery Communications (DISCA/DISCK); Long Hanes Brands (HBI); Long Legg Mason (LM)
Be sure to check out the rest of the presentations from the London Value Investor Conference.
Tuesday, May 30, 2017
Jonathan Boyar's Presentation at London Value Investor Conference
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