Mark Boyar presenting: “History Sure Does Rhyme” at the 8th Annual Value Investing Congress.
Mark Boyar of Boyar Value Group will be presenting: History Sure Does Rhyme at Value Investing Congress.
Carlson Capital's Black Diamond Arbitrage Partners fund added 1.3% net fees in the first quarter of 2021, according to a copy of the firm's March 2021 investor update, which ValueWalk has been able to review. Q1 2021 hedge fund letters, conferences and more At the end of the quarter, merger arbitrage investments represented 89% of Read More
Mark Boyar formed Boyar Asset Management. In October 1987, a group headed by Mark acquired control of American Corporate LTD., a closed end fund listed on The Sydney Stock Exchange, which was trading at a deep discount to its net asset value.
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Mark Boyar Live Coverage
12:30 PM EST: Mark Boyar of Boyar Asset Management will be taking the stage now.
12:35 PM: Boyar says that in his research since 1975, 40 percent of the companies that were covered were subjected to acquisitions. He said that the market is an early stage of multiple expansions.
12:45 PM: Having cash in reserve is a positive for investment. Says his fund is on the lookout for great consumer focused franchises that are masked under a corporate name.
12:52 PM: Boyar will be presenting three long ideas.
12:55 PM: First off, Boyar says that Weight Watchers International, Inc. (NYSE:WTW) is a compelling model to invest in and allows participation in the weight management industry. The shares were down 50 percent over the past year.
12:57 PM: (WTW is down -3 percent today, trading at $41.33 ) Boyar is recommending WTW beacuse Charles Barkkley is a convincing pitchman.
1:05 PM: Boyar’s next long idea is Dole Food Company, Inc. (NYSE:DOLE), says having a packaged food business reduces debt.
1:10 PM: Boyar also likes The Western Union Company (NYSE:WU). He is saying that new promotions will help growth. However the stock suffers from periods of cyclical decline.
Boyar has wrapped up his presentation.