Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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I think we're live. This is Value After Hours. I am Tobias Carlisle. Not joined today by Jake. He's he's on the road. He'll be he'll be back next next week. But special guest today is Jonathan Boyer of Boyer Valley. Welcome, John. Good to see you again.
Great to see you. I think Jake was absent last time. I I wasn't Was he really? Personally.
He, he as soon as he found out you were on, he he no. No. I'm kidding. He it's been planned out in advance. We've known each other for a long time. I I remember we we used to meet on the floor of the Value Investing Congress.
Yeah. When people used to go to conferences. That's right. Those were the days.
That was a long time ago. Folks who don't know, tell everybody a little bit about Value.
Sure. Boyer Value Group, started in 1975. It's a family run business started by my father, Mark. We we started as a, a research boutique, basically serving hedge funds, mutual funds, family offices, looking at stocks in a completely different way, what would an acquirer pay for a business.
I love it.
Great approach. Yeah. Which I'm sure is something you can appreciate. You know, basically taking a private equity approach to to public markets. And, you know, we developed a good reputation in the in the value community. And over time, you know, we formed Boyer Asset Management in in 1983. And today, have two businesses, still the same. We have a research business that's still going strong and a money management business, you know, serving kinda high net worth individuals and and institutions. So it's kind of a hybrid approach.
And, take us through a little bit more about the the philosophy and the strategy. You're looking for special situations or or just things that are undervalued on a on a on an acquisition basis?
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