# ![@BoyarValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::963533512887406593.png) @BoyarValue The Boyar Value Group

The Boyar Value Group posts on X about stocks, the world, interview, $msgs the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::963533512887406593/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::963533512887406593/c:line/m:interactions.svg)

- [--] Week [-----] +62%
- [--] Month [-----] +107%
- [--] Months [------] -92%
- [--] Year [-------] +78%

### Mentions: [--] [#](/creator/twitter::963533512887406593/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::963533512887406593/c:line/m:posts_active.svg)

- [--] Week [--] +245%
- [--] Month [--] +173%
- [--] Months [---] +46%
- [--] Year [---] +77%

### Followers: [-----] [#](/creator/twitter::963533512887406593/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::963533512887406593/c:line/m:followers.svg)

- [--] Week [-----] +0.04%
- [--] Month [-----] +0.04%
- [--] Months [-----] +1%
- [--] Year [-----] +12%

### CreatorRank: [-------] [#](/creator/twitter::963533512887406593/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::963533512887406593/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  35.45% [stocks](/list/stocks)  22.73% [technology brands](/list/technology-brands)  7.27% [social networks](/list/social-networks)  3.64% [cryptocurrencies](/list/cryptocurrencies)  3.64% [financial services](/list/financial-services)  3.64% [travel destinations](/list/travel-destinations)  0.91% [luxury brands](/list/luxury-brands)  0.91% [automotive brands](/list/automotive-brands)  0.91% [nba](/list/nba)  0.91%

**Social topic influence**
[stocks](/topic/stocks) #3087, [the world](/topic/the-world) 10.91%, [interview](/topic/interview) 10.91%, [$msgs](/topic/$msgs) 10%, [$iac](/topic/$iac) #1, [$angi](/topic/$angi) #82, [business](/topic/business) 8.18%, [investment](/topic/investment) #3288, [$msge](/topic/$msge) #1, [ceo](/topic/ceo) 5.45%

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@mariogabelli](/creator/undefined) [@chriswmayer](/creator/undefined) [@michaelsantoli](/creator/undefined) [@cnbc](/creator/undefined) [@howardhugheshq](/creator/undefined) [@youtube](/creator/undefined) [@forbes](/creator/undefined) [@boyarvaluegroupcom](/creator/undefined) [@brandonridenour](/creator/undefined) [@business](/creator/undefined) [@katewellingwows](/creator/undefined) [@wsj](/creator/undefined) [@andrewrangeley](/creator/undefined) [@yahoofinance](/creator/undefined) [@greenbackd](/creator/undefined) [@markelstyle](/creator/undefined) [@gurufocus](/creator/undefined) [@howardhughesco](/creator/undefined) [@elonmusk](/creator/undefined)

**Top assets mentioned**
[Madison Square Garden Sports Corp. (MSGS)](/topic/$msgs) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [Markel, Corp. (MKL)](/topic/$mkl) [The Howard Hughes Corporation (HHC)](/topic/$hhc) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Topgolf Callaway Brands Corp. (MODG)](/topic/$modg) [Basis Cash (BAC)](/topic/$bac) [Unifirst Corp (UNF)](/topic/$unf) [MGM Resorts International (MGM)](/topic/$mgm) [DisChain (DIS)](/topic/$dis) [JPMorgan Chase (JPM)](/topic/$jpm) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Cintas Corporation (CTAS)](/topic/$ctas) [Match Group Inc (MTCH)](/topic/$mtch) [Fox Corp. Class A (FOXA)](/topic/$foxa) [Marriott International Inc (MAR)](/topic/$mar) [Twitter Inc (TWTR)](/topic/$twtr) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [GM (GM)](/topic/$gm) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is a very good analysis . $UBER I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last https://t.co/bfZfjbyw6A I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC"  
[X Link](https://x.com/BoyarValue/status/2022758272684486906)  2026-02-14T19:42Z [----] followers, [---] engagements


"Knicks And Rangers Owner James Dolan's Las Vegas Dreams Are A Boondoggle Why James Dolan should seriously consider taking MSG private selling the Knicks & the Rangers or walking away from his latest Sphere gamble and instituting more shareholder friendly moves. This in our opinion will greatly increase shareholder value"  
[X Link](https://www.forbes.com/sites/jonathanboyar/2019/08/26/jimmy-sell-the-knicks/)  2019-08-26T15:56Z [----] followers, [--] engagements


"Ken Langone Co-Founder of @thehomedepot discusses the most important determinants of a business's success on the latest edition of The World According to Boyar #podcast #investing #money #wallstreet http://bit.ly/2oKiirL http://bit.ly/2oKiirL"  
[X Link](https://x.com/BoyarValue/status/1037703000263929856)  2018-09-06T14:04Z [----] followers, [--] engagements


"If you could have picked the perfect stock portfolio ten years ago the bull market would have delivered astronomical gains--but only if you managed to survive the ride via @markets https://www.bloomberg.com/news/articles/2019-03-08/the-perfect-bull-market-portfolio-might-have-blown-up-your-firm https://www.bloomberg.com/news/articles/2019-03-08/the-perfect-bull-market-portfolio-might-have-blown-up-your-firm"  
[X Link](https://x.com/BoyarValue/status/1105137656365805569)  2019-03-11T16:05Z [----] followers, [--] engagements


"Great post discussing the opportunities in publicly traded holding companies by our friend @chriswmayer https://www.woodlockhousefamilycapital.com/blog/the-next-berkshire-hathaway https://www.woodlockhousefamilycapital.com/blog/the-next-berkshire-hathaway"  
[X Link](https://x.com/BoyarValue/status/1114162372619456513)  2019-04-05T13:46Z [----] followers, [--] engagements


"First interview with @mariogabelli on Wall Street Week. Looking forward to having him on The World According to Boyar Podcast shortly. Rukeyser March [-----]. Mario Gabelli via @YouTube https://youtu.be/FqWOvtIk4Mo https://youtu.be/FqWOvtIk4Mo"  
[X Link](https://x.com/BoyarValue/status/1117913023992270848)  2019-04-15T22:10Z [----] followers, [--] engagements


"It was a pleasure having @MarioGabelli on the latest edition of the World According to Boyar discussing portfolio construction and some individual stocks. Click below to listen #ValueInvesting https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-podcast-episode-9-mario-gabelli/ https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-podcast-episode-9-mario-gabelli/"  
[X Link](https://x.com/anyuser/status/1121138622286258178)  2019-04-24T19:47Z [----] followers, [--] engagements


"An open letter to @thegarden CEO James Dolan about instituting more shareholder friendly initiatives (such as selling the Knicks). Jimmy Sell The Knicks via @forbes $MSG $MSGN $AMCX #selltheknicks https://www.forbes.com/sites/jonathanboyar/2019/08/26/jimmy-sell-the-knicks/#3f42ac455a01 https://www.forbes.com/sites/jonathanboyar/2019/08/26/jimmy-sell-the-knicks/#3f42ac455a01"  
[X Link](https://x.com/BoyarValue/status/1166016674404941832)  2019-08-26T15:56Z [----] followers, [--] engagements


"Boyar Research just released a [---] report focusing on spin-offs (with surprising conclusions). One of the companies featured was $IAC which has already spun off $MTCH & $ANGI For more information on subscribing email info@boyarvaluegroup.com or visit http://www.boyarresearch.com http://www.boyarresearch.com"  
[X Link](https://x.com/BoyarValue/status/1189176807460917250)  2019-10-29T13:46Z [----] followers, [--] engagements


"Spinoffs have dramatically under-performed. How to profit from them going forward $IAC $FOXA and $ANGI Our latest article on this topic thanks @AntoineGara To learn more about our research email info@boyarvaluegroup.com or http://www.boyarresearch.com https://forbes.com/sites/jonathanboyar/2020/01/17/spinoffs-have-dramatically-under-performed-how-to-profit-from-them/#799763b37d0f http://www.boyarresearch.com https://forbes.com/sites/jonathanboyar/2020/01/17/spinoffs-have-dramatically-under-performed-how-to-profit-from-them/#799763b37d0f"  
[X Link](https://x.com/anyuser/status/1218166562168942592)  2020-01-17T13:41Z [----] followers, [--] engagements


"The S&P [---] is selling at 18.3x while the S&P [---] equal weight index sells for 14.6x. The later clearly is a better representation of the pain inflicted on most companies"  
[X Link](https://x.com/anyuser/status/1250860523685634048)  2020-04-16T18:56Z [----] followers, [--] engagements


"From our latest letter 30% of the stocks in the Russell have lost 33% of their value.the Russell [----] value has lost 28% of its value. The median stock lost over 31% and 20% of the companies have lost 50% or more. Time for a small cap rally https://www.boyarvaluegroup.com/blog/the-boyar-value-group-2nd-quarter-2020-client-letter/ https://www.boyarvaluegroup.com/blog/the-boyar-value-group-2nd-quarter-2020-client-letter/"  
[X Link](https://x.com/BoyarValue/status/1286648859205271552)  2020-07-24T13:06Z [----] followers, [--] engagements


"Thank you to @brandonridenour CEO of $ANGI for being on The World According to Boyar podcast. This fantastic episode will be released in August stay tuned @HomeAdvisor @AngiesList $IAC"  
[X Link](https://x.com/anyuser/status/1288525290558443520)  2020-07-29T17:22Z [----] followers, [--] engagements


"Where does it hurt Source @business"  
[X Link](https://x.com/anyuser/status/1296555316033785860)  2020-08-20T21:10Z [----] followers, [--] engagements


"Interview with Jonathan Boyar in @KateWellingWOWS Kate is co author with @mariogabelli of Merger Masters. In the interview they discuss $TWTR $MSGS $DIS $BAC $JPM $TZOO $AMCX $MAR and much more To read the interview click below: https://www.boyarvaluegroup.com/wp-content/uploads/2020/08/WellinOnWallStreet_08-07-2020.pdf https://www.boyarvaluegroup.com/wp-content/uploads/2020/08/WellinOnWallStreet_08-07-2020.pdf"  
[X Link](https://x.com/BoyarValue/status/1297892649404436487)  2020-08-24T13:44Z [----] followers, [--] engagements


"In $MSGE's latest 10-K filing they disclosed share counts for their investments in $DKNG (1.3 million) and $TSQ (3.2 million). At current market values these two investments represent $85 million in value . Enterprise value of $MSGE $720 million"  
[X Link](https://x.com/BoyarValue/status/1314618432575475718)  2020-10-09T17:27Z [----] followers, [--] engagements


"Boyar Research cited in @WSJ Boyar Research in a study last year of [---] spinoffs found that in most cases the outcome was disappointing. They generally did well in their 1st year.but after 5yrs just over 1/3 beat the index. https://www.wsj.com/articles/ibm-split-doesnt-guarantee-a-speedy-recovery-history-suggests-11602360636 https://www.wsj.com/articles/ibm-split-doesnt-guarantee-a-speedy-recovery-history-suggests-11602360636"  
[X Link](https://x.com/BoyarValue/status/1315087435987070976)  2020-10-11T00:30Z [----] followers, [--] engagements


"The latest edition of #TheWorldAccordingtoBoyar has been released with @CNBC's @michaelsantoli as our special guest. Click the link below to listen: #podcast #MysteryBroker https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/ https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/"  
[X Link](https://x.com/BoyarValue/status/1336727925480181761)  2020-12-09T17:42Z [----] followers, [--] engagements


"@michaelsantoli it was great having you on the show. While we enjoyed the entire conversation we especially liked hearing about how the "mystery broker" came to be your very own "Deep Throat" @CNBC https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/ Really enjoyed this conversation with Jonathan Boyar. We discuss how I cover markets the value of Twitter the lessons from 9/11 in handicapping the markets' response to Covid and how the Mystery Broker phenomenon came to be. https://t.co/o1VWlKrMu3"  
[X Link](https://x.com/BoyarValue/status/1336769757035573248)  2020-12-09T20:28Z [----] followers, [--] engagements


"We love Leon's description of "return free risk." I think bonds offer return free risk. If you take the 1.45% treasury the people buying treasuries that are taxable probably have a 40% tax rate so you keeps [--] of the [----] which is 84bps & the inflation rate is running 2%+ basically you have a negative return on your capital I think bonds offer return free risk. If you take the 1.45% treasury the people buying treasuries that are taxable probably have a 40% tax rate so you keeps [--] of the [----] which is 84bps & the inflation rate is running 2%+ basically you have a negative return on your"  
[X Link](https://x.com/BoyarValue/status/1367571458919120899)  2021-03-04T20:23Z [----] followers, [--] engagements


"Thanks @AndrewRangeley for having Jonathan Boyar on the podcast to discuss the $MSGN/ $MSGE transaction. Insightful questions as always via @YouTube https://youtu.be/nYCFvnZQVgA https://youtu.be/nYCFvnZQVgA"  
[X Link](https://x.com/BoyarValue/status/1379233673401266179)  2021-04-06T00:45Z [----] followers, [--] engagements


"The Boyar Value Group is offering complimentary research reports on Prosus GM & Guidewire. Click below to receive. $GWRE $GM $PROSY $PRXNL https://share.hsforms.com/1Js4Nncj6Q3On4V0SvTLw-A2qhmh https://share.hsforms.com/1Js4Nncj6Q3On4V0SvTLw-A2qhmh"  
[X Link](https://x.com/anyuser/status/1416034690922844165)  2021-07-16T13:59Z [----] followers, [--] engagements


"Joey Levin just released his letter for $IAC / $ANGI Very few public company CEO's take such a long-term view of value creation. To read the letter click below. To hear Joey on The World According to Boyar podcast click below https://bit.ly/2TVLEH5 https://bit.ly/2Vwa9ee https://bit.ly/2TVLEH5 https://bit.ly/2Vwa9ee"  
[X Link](https://x.com/BoyarValue/status/1423028548139421702)  2021-08-04T21:10Z [----] followers, [--] engagements


"@michaelsantoli @michaelsantoli discusses the #MysteryBroker when he was a guest on The World According to Boyar podcast. The background on it is interesting . https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/ https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/"  
[X Link](https://x.com/anyuser/status/1526209171783393280)  2022-05-16T14:33Z [----] followers, [--] engagements


"At the London Value Investor Conference we presented [--] stocks that we believe are selling significantly below our estimate of intrinsic value. Download the presentation featuring $WBD $SMG $LEVI $ELY $BAC $CMCSA. Thanks @mapfre for your support https://hubs.ly/Q01cfDFF0 https://hubs.ly/Q01cfDFF0"  
[X Link](https://x.com/BoyarValue/status/1529907726628835329)  2022-05-26T19:30Z [----] followers, [--] engagements


"Join us on 8/11 at 4pm for a free online presentation where we'll be offering the investment thesis for one of the ideas contained in our recent Fresh Looks research issue + [--] additional stocks that we believe have 40% upside from current values. https://hubs.ly/Q01jrKjM0 https://hubs.ly/Q01jrKjM0"  
[X Link](https://x.com/BoyarValue/status/1556704294413500416)  2022-08-08T18:10Z [----] followers, [--] engagements


"With $DIS up 13.5% since it was featured in our recent Fresh Looks research issue we wanted to offer our followers a complimentary copy of the $DIS report that highlights the additional upside that we see. Follow the link to download your copy. https://www.lp.boyarvaluegroup.com/disney-0 https://www.lp.boyarvaluegroup.com/disney-0"  
[X Link](https://x.com/BoyarValue/status/1558082453713158152)  2022-08-12T13:26Z [----] followers, [--] engagements


"In our latest quarterly letter with stats provided by @michaelsantoli from @CNBC we discuss how bear markets historically have ended. https://hubs.ly/Q01r3YTL0 https://hubs.ly/Q01r3YTL0"  
[X Link](https://x.com/BoyarValue/status/1587460494683774978)  2022-11-01T15:04Z [----] followers, [--] engagements


"The more things change the more they stay the same. 6/2020 Powell: "Were Not Even Thinking About Thinking About Raising Rates" 11/2022 Powell: "It is very premature to be thinking about pausing""  
[X Link](https://x.com/anyuser/status/1587917010360475651)  2022-11-02T21:18Z [----] followers, [--] engagements


"Portfolio Manager of The Aquamarine Fund @GSpier joins The World According to Boyar podcast Listen in as he shares the impact his global upbringing has had on his investing insight on handling uncertain times and his take on investing in high multiple stocks. Don't miss it"  
[X Link](https://x.com/anyuser/status/1721941277711749593)  2023-11-07T17:22Z [----] followers, 214.7K engagements


"Jonathan Boyar joined @GerriWillisFBN on The Charles Payne show to highlight the investment case for some of the companies that appeared in the [----] Forgotten Forty Report. @cvpayne @FoxBusiness $UNF $COO $MKL $UBER $BATRK #FoxBusiness https://www.foxbusiness.com/video/6386842169112 https://www.foxbusiness.com/video/6386842169112"  
[X Link](https://x.com/anyuser/status/2003265972321530097)  2025-12-23T00:46Z [----] followers, [----] engagements


"Was on @YahooFinance with @juleshyman discussing the [----] Forgotten Forty including the investment case for $BATRK $MKL & $UBER. https://x.com/YahooFinance/status/2008927578522874298s=20 🚖 Uber is a beneficiary not a victim of robotaxis Boyar Research president @boyarvalue says. https://t.co/9ygoaElq5e https://x.com/YahooFinance/status/2008927578522874298s=20 🚖 Uber is a beneficiary not a victim of robotaxis Boyar Research president @boyarvalue says. https://t.co/9ygoaElq5e"  
[X Link](https://x.com/BoyarValue/status/2009274060572610704)  2026-01-08T14:40Z [----] followers, [---] engagements


"Starting to look at $RACE any thoughts Still statistically expensive but one of the worlds greatest brands"  
[X Link](https://x.com/BoyarValue/status/2015143938663800837)  2026-01-24T19:25Z [----] followers, [----] engagements


"Whats $PARAs Plan B if a $WBD deal doesnt happen Standalone theyre subscale. Wildcard idea: sell @CBS merge the rest with @NBCUniversal and give @peacock real scale. Tough with the egos involved but strategically logical. Thoughts"  
[X Link](https://x.com/BoyarValue/status/2019087612930121739)  2026-02-04T16:36Z [----] followers, [---] engagements


"$Stkl is an early winner from our [----] Forgotten Forty (profiled at $3.85). One of our core themes this year: M&A can drive reratings in small caps. With $UNF (also [----] FF) receiving an offer from $CTAS its increasingly clear corporates are hunting for value in the smaller-cap universe. https://www.businesswire.com/news/home/20260206542335/en/Refresco-to-Acquire-SunOpta-for-%246.50-Per-Share-in-Cash https://www.businesswire.com/news/home/20260206542335/en/Refresco-to-Acquire-SunOpta-for-%246.50-Per-Share-in-Cash"  
[X Link](https://x.com/BoyarValue/status/2019787800963371097)  2026-02-06T14:58Z [----] followers, [---] engagements


"Progress (maybe). UniFirst in Early Acquisition Discussions With Rival Cintas - Bloomberg @LianaBaker $UNF $CTAS https://www.bloomberg.com/news/articles/2026-02-10/uniform-makers-unifirst-cintas-renew-takeover-talks https://www.bloomberg.com/news/articles/2026-02-10/uniform-makers-unifirst-cintas-renew-takeover-talks"  
[X Link](https://x.com/BoyarValue/status/2021229928025317773)  2026-02-10T14:29Z [----] followers, [---] engagements


"From @bespokeinvest This is the 10th bull market that has lasted 1000+ days with the longest bull being the 4494-day stretch from December [----] to March [----]. (Yes there was not a single time during that period where the S&P [---] fell 20% on a closing basis.)"  
[X Link](https://x.com/BoyarValue/status/2021324230520893706)  2026-02-10T20:43Z [----] followers, [---] engagements


"For the 1st time since the Fed began its aggressive rate hikes years ago the share of homeowners paying steep mortgage rates above 6% now exceeds the elite class of borrowers holding on to rock-bottom rates below 3%. https://apple.news/APuWbhdBmTzKV9AshC9PYDAhighlight=For%20the%20first%20time%20since%20the%20Federal%20Reserve%20began%20its%20aggressive%20rate%20hikes%20years%20ago%20the%20share%20of%20homeowners%20paying%20steep%20mortgage%20rates%20above%206%25%20now%20exceeds%20the%20elite%20class%20of%20borrowers%20holding%20on%20to%20rock-bottom%20rates%20below%203%25"  
[X Link](https://x.com/BoyarValue/status/2021402320542617828)  2026-02-11T01:54Z [----] followers, [---] engagements


"Listen to our latest podcast where we interview Steve Einhorn who serves as Vice Chairman of Omega Advisors one of Wall Street's most successful hedge funds. #valueinvesting #investing #stocks $business http://www.boyarvaluegroup.com/podcasts/world-according-boyar-episode-3-steve-einhorn/ http://www.boyarvaluegroup.com/podcasts/world-according-boyar-episode-3-steve-einhorn/"  
[X Link](https://x.com/BoyarValue/status/992032826999689216)  2018-05-03T13:27Z [----] followers, [--] engagements


"Stock Ideas for [----] Mark and Jonathan Boyar recently interviewed by @katewellingWOWS Click here to read: #finance #valueinvesting #investing #stocks #wellingonwallstreet #boyarvaluegroup https://hubs.ly/H0gvsry0 https://hubs.ly/H0gvsry0"  
[X Link](https://x.com/BoyarValue/status/1093290386452344835)  2019-02-06T23:28Z [----] followers, [--] engagements


"Thanks Chris. $VGR is an example of a [---] bagger. Since [----] it has returned 10308% (after dividends) versus 1732% for $BRK"  
[X Link](https://x.com/BoyarValue/status/1129386646036713477)  2019-05-17T14:02Z [----] followers, [--] engagements


""Value is now trading at about seven times discount versus the market. Last time we saw it was basically year [----] at the peak of the TMT growth bubble." https://cnb.cx/2KKLA63 https://cnb.cx/2KKLA63"  
[X Link](https://x.com/BoyarValue/status/1138800106281607168)  2019-06-12T13:27Z [----] followers, [--] engagements


"$MSG announced that it filed confidential initial Form [--] Registration Statement with the SEC for the proposed spin-off of its entertainment business. Since the sports teams are considered the "parent" $MSG can sell them without jeopardizing tax free nature of the spin-out"  
[X Link](https://x.com/BoyarValue/status/1201945574997708800)  2019-12-03T19:25Z [----] followers, [--] engagements


"$HHC holder Pershing Square discloses a 14.8% stake; in discussions with management. Can @BillAckman conduct an activist campaign against himself as Chairman of $HHC"  
[X Link](https://x.com/BoyarValue/status/1202338701055004672)  2019-12-04T21:27Z [----] followers, [--] engagements


"On this date in [----] Mark Boyar began publishing Boyar Research. Thank you to our subscribers employees and everyone else along the way that have helped us to become one of the oldest subscription based research services on Wall Street. We are only just beginning"  
[X Link](https://x.com/BoyarValue/status/1219320071534907394)  2020-01-20T18:05Z [----] followers, [--] engagements


"From @jpmorgan In NYC Covid confirmed case daily growth rate fell from the 30% to the 10% threshold in half the time it took the Italian growth rate to traverse the same area.We suspect further growth deceleration over the next week could improve sentiment"  
[X Link](https://x.com/BoyarValue/status/1246810730797699073)  2020-04-05T14:43Z [----] followers, [--] engagements


"BATRK valued by @Forbes at $1.8 billion market cap of @Braves is $926 million. @MarioGabelli https://www.forbes.com/teams/atlanta-braves/#6518a6693f2d https://www.forbes.com/teams/atlanta-braves/#6518a6693f2d"  
[X Link](https://x.com/BoyarValue/status/1248710904847519746)  2020-04-10T20:34Z [----] followers, [--] engagements


"The S&P [---] equal weighted index is currently selling at 14.6x the financial crisis low (on a quarter end basis) was on 9/30/2008 at 13.3x"  
[X Link](https://x.com/BoyarValue/status/1250921459482058752)  2020-04-16T22:58Z [----] followers, [---] engagements


"Of the 500+ stocks that comprise the S&P (yes there are slightly more than [---] stocks within the index) [--] of them are in positive territory for the year. The average gain for the top [--] stocks has been 11.3%. The average loss for the bottom [--] has been a staggering 53%"  
[X Link](https://x.com/BoyarValue/status/1252674958674853899)  2020-04-21T19:05Z [----] followers, [--] engagements


"The latest World According to Boyar podcast featuring $ANGI CEO @brandonridenour has been released It was fascinating learning how ANGI controlled by $IAC is changing the way consumers care for and improve their homes Click the following link to listen: https://boyarvaluegroup.com/blank/the-world-according-to-boyar-episode-14-brandon-ridenour/ https://boyarvaluegroup.com/blank/the-world-according-to-boyar-episode-14-brandon-ridenour/"  
[X Link](https://x.com/BoyarValue/status/1292948235577892869)  2020-08-10T22:17Z [----] followers, [--] engagements


"*AMC NETWORKS JUMPS 13% AFTER DOLAN LEAVES EXECUTIVE CHAIR ROLE *AMC: MODIFIED DUTCH AUCTION TENDER FOR UP TO $250M CLASS A SHRS @Greenbackd prelude to a sale of the entire company"  
[X Link](https://x.com/BoyarValue/status/1305969016582873089)  2020-09-15T20:37Z [----] followers, [--] engagements


"Thanks @AndrewRangeley for having Jonathan Boyar and Shrey Patel on your podcast where we discussed $MSGS $MSGE $IAC $ANGI To watch the interview please click below https://youtu.be/J2trsM41DTU https://youtu.be/J2trsM41DTU"  
[X Link](https://x.com/BoyarValue/status/1326176250646425600)  2020-11-10T14:53Z [----] followers, [--] engagements


"@michaelsantoli discusses the history of the #MysteryBroker on the latest edition of #theworldaccordingtoboyar Click the link below to listen: https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/ The #MysteryBroker says unequivocally that most of tech is in a bubble and near a peak. He notes that a technology or Internet bubble happens every 15-20 years (1968 [----] [----] 2020). https://www.boyarvaluegroup.com/blog/the-world-according-to-boyar-episode-17-michael-santoli/ The #MysteryBroker says unequivocally that most of tech is in a bubble and near a"  
[X Link](https://x.com/BoyarValue/status/1343919005074132992)  2020-12-29T13:57Z [----] followers, [--] engagements


"If the Warriors are valued at close to $5b $MSGS (minority stake) MC of [---] billion for $MSGS seems low (you get the Rangers too) From @nypost Minority investors in the Golden State Warriors are gearing up to sell a five percent stake in the team. @chriswmayer @MarioGabelli"  
[X Link](https://x.com/BoyarValue/status/1356687231545724930)  2021-02-02T19:33Z [----] followers, [--] engagements


"According to @GoldmanSachs if the Faang stocks declined by 10% the bottom [---] S&P [---] stocks would need to rise by a collective 90% for the index to remain unchanged"  
[X Link](https://x.com/BoyarValue/status/1367594319977340929)  2021-03-04T21:54Z [----] followers, [--] engagements


"MSG Networks $MSGN to Weigh Merger with MSG Entertainment $MSGE - @business Does not make sense The proper merger partner for $MSGN would be $MSGS (owners of the Knicks and the Rangers). A potential buyer of the Knicks/and or the Rangers would want to own the sports rights"  
[X Link](https://x.com/BoyarValue/status/1369780893750067206)  2021-03-10T22:43Z [----] followers, [--] engagements


"Just finished our interview with $IAC CEO Joey Levin where we discuss capital allocation what he has learned from Barry Diller the opportunity for $ANGI and which companies within the IAC portfolio he is most excited about. Stay tuned for the release"  
[X Link](https://x.com/BoyarValue/status/1396845202359398403)  2021-05-24T15:07Z [----] followers, [---] engagements


"With today's spinoff of $VIMEO our latest interview with $IAC CEO Joey Levin is especially timely. He discusses the opportunity with both $MGM and $Angi and much more Click below to listen: #stocks #finance #podcast #investment https://bit.ly/34fH2Np https://bit.ly/34fH2Np"  
[X Link](https://x.com/anyuser/status/1397210443253485573)  2021-05-25T15:18Z [----] followers, [--] engagements


"@iancassel The big money is not in the buying and selling but in the waiting. Charlie Munger"  
[X Link](https://x.com/BoyarValue/status/1422226921585262602)  2021-08-02T16:04Z [----] followers, [--] engagements


"$IAC's quarterly letter written by Joey Levin always a good read. Refreshing to see a CEO taking such a long-term view. $ANGI $MGM #value https://ir.iac.com/static-files/82dbf64a-e30f-4a63-95b5-faf2f63427a8 https://ir.iac.com/static-files/82dbf64a-e30f-4a63-95b5-faf2f63427a8"  
[X Link](https://x.com/BoyarValue/status/1493943258627592200)  2022-02-16T13:40Z [----] followers, [--] engagements


"Has @dotdashmeredith found a fixer-upper in Better Homes and Gardens and other recently acquired media brands Jonathan Boyars latest piece in Forbes takes a look at how a new digital playbook may reinvigorate highly recognizable brand assets. $IAC https://hubs.ly/Q019wTfh0 https://hubs.ly/Q019wTfh0"  
[X Link](https://x.com/BoyarValue/status/1521912559703633921)  2022-05-04T18:00Z [----] followers, [--] engagements


"According to $BAC latest fund manager survey allocations to stocks plunged to levels last seen in 10/08 while exposure to cash surged to the highest level since [----]. In our opinion this is a great contraindicator. Thoughts"  
[X Link](https://x.com/BoyarValue/status/1549427028906180609)  2022-07-19T16:12Z [----] followers, [--] engagements


"@NBA_NewYork Lots of interesting owners including PE firms Silver Lake and KKR. Other owners include an Egyptian billionaire and Bill Gatess family office . At some point it would not surprise us if someone makes an offer for one or both of the teams. $MSGS $MSGE"  
[X Link](https://x.com/BoyarValue/status/1559356600527327232)  2022-08-16T01:49Z [----] followers, [--] engagements


"Two things could happen in our opinion. Either a PE firm or a family office will take a minority stake in either the Knicks or the Rangers. Or there could be a sale of one or both of the teams. Too bad Steve Cohen is not a basketball fan We think its likely that after that is done James Dolan who controls the company will sell the teams Longtime MSG analyst Jonathan Boyar tells CNBC that Knicks & Rangers parent MSG Sports likely to sell after Vegas concert venue MSG Sphere is completed next year https://t.co/p9eP5geBZn We think its likely that after that is done James Dolan who controls the"  
[X Link](https://x.com/BoyarValue/status/1559360214863863808)  2022-08-16T02:03Z [----] followers, [--] engagements


"Sun's reportedly going for over $3 billion in basically a forced sale. $MSGS owns the Knicks & the Rangers has an enterprise value of $4.2 billion. Does not make sense. by @bleacherreport https://hubs.ly/Q01nz-yX0 https://hubs.ly/Q01nz-yX0"  
[X Link](https://x.com/BoyarValue/status/1575588476502048768)  2022-09-29T20:49Z [----] followers, [--] engagements


"New Podcast Now Available: Tom Gayner Co-CEO of @MarkelStyle. Join us as we explore the evolution of $MKL into a Fortune [---] company the secret to success in the investment business and much more on The World According to Boyar Podcast. https://hubs.ly/Q01vSScg0 https://hubs.ly/Q01vSScg0"  
[X Link](https://x.com/BoyarValue/status/1603101049488871427)  2022-12-14T18:54Z [----] followers, [--] engagements


"Interesting article from @Spencerjakab "The fund alone had a mind-boggling annualized return of 114%. In this latest letter he calls it objectively the greatest tinderbox-timebomb in financial historygreater than in the late 1920s.. by @WSJ https://hubs.ly/Q01zR5h80 https://hubs.ly/Q01zR5h80"  
[X Link](https://x.com/BoyarValue/status/1620539701932212228)  2023-01-31T21:49Z [----] followers, [----] engagements


"When everyone "hates" stocks historically it has been an opportune time to buy. [---] financial advisors surveyed say they favor bonds and cash the most for investment portfolios with stocks at a distant third by @CNBC https://hubs.ly/Q01FYBn60 https://hubs.ly/Q01FYBn60"  
[X Link](https://x.com/BoyarValue/status/1633618597972148225)  2023-03-08T23:59Z [----] followers, 14.5K engagements


"Great being in Omaha for Berkshire . @YahooFinance in the morning presenting at @gurufocus in the afternoon. Busy but fun Investors should always think long-term and buying and holding is a critical part of the investment process says @BoyarValue's Jonathan Boyar while discussing how investors can mimic Warren Buffetts strategy: https://t.co/SkMsVWbTOH Investors should always think long-term and buying and holding is a critical part of the investment process says @BoyarValue's Jonathan Boyar while discussing how investors can mimic Warren Buffetts strategy: https://t.co/SkMsVWbTOH"  
[X Link](https://x.com/BoyarValue/status/1654533531895312387)  2023-05-05T17:08Z [----] followers, [----] engagements


"Jonathan Boyar presented seven stock ideas at the recent @gurufocus conference in Omaha. To download a copy of the presentation please click the link below: $MKL $CVS $HHC $MODG $UBER $LEVI $CMCSA https://hubs.ly/Q01PdNY70 https://hubs.ly/Q01PdNY70"  
[X Link](https://x.com/anyuser/status/1656677091751116803)  2023-05-11T15:06Z [----] followers, [----] engagements


"Market perform with an upside of 122%. Would love to see their outperforming picks $Wbd"  
[X Link](https://x.com/anyuser/status/1663649778939330561)  2023-05-30T20:53Z [----] followers, [----] engagements


"When hedge fund manager @BillAckman began buying up more shares of @HowardHughesCo we took notice. When we put some analysts on the case we found a lot to like. $HHC"  
[X Link](https://x.com/anyuser/status/1681723612779126784)  2023-07-19T17:52Z [----] followers, [----] engagements


"In May short term noise about MODG's corporate business sent the stock down over 20%. We believe this to be a prime opportunity for long-term investors. Here's our investment case: $MODG"  
[X Link](https://x.com/BoyarValue/status/1683849038301462528)  2023-07-25T14:37Z [----] followers, 17.1K engagements


"Had a good time with @Greenbackd and @farnamjake1 on Value: After Hours. Thanks for having us We touched base on $HHC and $MODG. You can find more on them below (AFTER you watch the podcast of course) ;) HHC: MODG: http://bitly.ws/PVeT http://bitly.ws/PVf2 http://bitly.ws/PVeT http://bitly.ws/PVf2"  
[X Link](https://x.com/anyuser/status/1686784894985289740)  2023-08-02T17:03Z [----] followers, [----] engagements


"It's been three weeks since we started on Substack If you haven't yet we invite you to check out our recent articles including the value cases for $HHC and $MODG where (and how) we're finding hidden assets value opportunities in professional sports and more $BATRK $MSGS"  
[X Link](https://x.com/anyuser/status/1688594243676258315)  2023-08-07T16:53Z [----] followers, 82.5K engagements


"We had a busy week last week getting out our Fresh Looks Report but we do have a new article for you on How to Outsmart the Pros. You can expect more on that topic from us in the next day or two. We hope you enjoy"  
[X Link](https://x.com/BoyarValue/status/1691076692360470528)  2023-08-14T13:17Z [----] followers, [----] engagements


"Opportunities can be hiding amid the wreckage of the fallen angels of Wall Street. In our latest Substack article we profile how you can find them. Plus: [--] fallen angels we like The last chance to secure 50% off Boyar Research on Substack for life"  
[X Link](https://x.com/BoyarValue/status/1694075764386185350)  2023-08-22T19:55Z [----] followers, [----] engagements


"A growing company can be quite attractive. But a company that's growing its entire ecosystem has REAL potential. We just profiled one you won't want to miss"  
[X Link](https://x.com/BoyarValue/status/1696956445810372762)  2023-08-30T18:41Z [----] followers, [----] engagements


"Investor sentiment can swing entire industries into ruin for investors. But patience and diligence can lead to profit for those willing to go though the rubble company-by-company"  
[X Link](https://x.com/BoyarValue/status/1699853197718794368)  2023-09-07T18:32Z [----] followers, [----] engagements


"With a natural slate of sellers but no natural slate of buyers Spinoffs can be an attractive area to hunt for value. But spinoffs have dramatically underperformed in recent years. Our analysts dug into why and how you can hunt more effectively. Read more below"  
[X Link](https://x.com/BoyarValue/status/1702021795321172072)  2023-09-13T18:09Z [----] followers, [----] engagements


"Great interview by @davidfaber Faber: So how do you pay for the NBA (alluding to $WBD paying for broadcast rights) Malone: Very difficult you look for a big tech partner. https://www.cnbc.com/video/2023/11/10/watch-cnbcs-full-interview-with-liberty-medias-john-malone-on-interest-rates-and-industry-outlook.htmlqsearchterm=david%20faber https://www.cnbc.com/video/2023/11/10/watch-cnbcs-full-interview-with-liberty-medias-john-malone-on-interest-rates-and-industry-outlook.htmlqsearchterm=david%20faber"  
[X Link](https://x.com/anyuser/status/1722996549347692973)  2023-11-10T15:16Z [----] followers, [----] engagements


"RIP Charlie Munger He was one of a kind and will be missed"  
[X Link](https://x.com/BoyarValue/status/1729606718118617115)  2023-11-28T21:02Z [----] followers, [----] engagements


"An approx [---] percent premium and a [--] percent short interest some people are going to have a bad Monday. Alaska Airlines agrees to buy Hawaiian Airlines in $1.9 billion deal @CNBC https://www.cnbc.com/2023/12/03/alaska-airlines-to-acquire-hawaiian-airlines-in-1point9-billion-deal.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2023/12/03/alaska-airlines-to-acquire-hawaiian-airlines-in-1point9-billion-deal.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/BoyarValue/status/1731425921813393754)  2023-12-03T21:31Z [----] followers, [----] engagements


"Jonathan Boyar and @Clay_Finck discuss @chriswmayer and investing in compounders on the We Study Billionaires podcast. Find the full episode below"  
[X Link](https://x.com/BoyarValue/status/1754560041791754691)  2024-02-05T17:38Z [----] followers, 25.1K engagements


"Thomas Peterffy founder and chairman of Interactive Brokers (@IBKR) sat down with us on The World According to Boyar podcast. We've profiled $IBKR more than once and find both company and founder very compelling. Find the full interview on our website as well as on Substack"  
[X Link](https://x.com/anyuser/status/1796601174981845239)  2024-05-31T17:54Z [----] followers, [----] engagements


"Staggering statistic $JPM estimated that Berkshires $158 billion in T-bills at the end of March accounted for 3% of all outstanding short-term government bills"  
[X Link](https://x.com/anyuser/status/1797333259229045168)  2024-06-02T18:23Z [----] followers, [----] engagements


"$6bn for minority stake in Nets (stadium & Liberty too). A short subway ride away the more prestigious @nyknicks and @NYRangers are BOTH valued at an EV of $4.7 billion via $MSGS. Public market not reflecting economic reality. @Sportico @MarioGabelli https://www.sportico.com/business/team-sales/2024/nets-bse-global-julia-koch-6-billion-valuation-1234784700/ https://www.sportico.com/business/team-sales/2024/nets-bse-global-julia-koch-6-billion-valuation-1234784700/"  
[X Link](https://x.com/anyuser/status/1803771470893531354)  2024-06-20T12:46Z [----] followers, [----] engagements


"Interesting stats: Almost [---] of the S&P [---] stocks are higher today and the index is down. It is also the first time since October [----] that the Russell [----] is up 3% while the NASDAQ is down on the same day"  
[X Link](https://x.com/BoyarValue/status/1811466024140619949)  2024-07-11T18:22Z [----] followers, [---] engagements


"Pershing Square Capital Management LP offered to acquire Howard Hughes Holdings Inc Thursday August [--] [----] 02:55:59 PM Pershing Square Capital Management LP agreed to acquire the remaining stake of 62.5% of Howard Hughes Holdings Inc for an undisclosed amount"  
[X Link](https://x.com/anyuser/status/1821889061805559810)  2024-08-09T12:39Z [----] followers, [----] engagements


"Tomorrow is your last chance. Boyar Research at a price even a value investor will love Unlock 50% Off Boyar ResearchOffer Ends This Sunday https://open.substack.com/pub/boyarresearch/p/unlock-50-off-boyar-researchofferr=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/boyarresearch/p/unlock-50-off-boyar-researchofferr=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BoyarValue/status/1832502693140873372)  2024-09-07T19:34Z [----] followers, [----] engagements


"Ready for fresh stock ideas Our Sunday Digest covers this week's overlooked opportunities and market movers. Perfect for savvy investors looking for an edge. Check out the latest insights here: #StockMarket #Investing #StockPicks" https://open.substack.com/pub/boyarresearch/p/boyars-research-digest-59r=6h0o5&utm_campaign=post&utm_medium=email https://open.substack.com/pub/boyarresearch/p/boyars-research-digest-59r=6h0o5&utm_campaign=post&utm_medium=email"  
[X Link](https://x.com/anyuser/status/1832798593700307451)  2024-09-08T15:10Z [----] followers, [----] engagements


"MSG Sports has the brands but does it have the value We explore the potential of this iconic company in our latest report. Check it out: $MSGS #Investing #StockAnalysis #ValueInvesting #BoyarResearch #MSG #SportsBusiness https://open.substack.com/pub/boyarresearch/p/madison-square-garden-sports-corpr=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/boyarresearch/p/madison-square-garden-sports-corpr=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1834601820418715901)  2024-09-13T14:35Z [----] followers, [----] engagements


"The worlds savviest investors have relied on Boyars Forgotten Forty for over [--] years. Discover why its the go-to guide for uncovering catalyst-driven undervalued stock ideas https://boyarresearch.com/forgottenforty2025 https://boyarresearch.com/forgottenforty2025"  
[X Link](https://x.com/BoyarValue/status/1864139867707318579)  2024-12-04T02:49Z [----] followers, [----] engagements


"Enjoyed this interview with my friend @chriswmayer I think reinvestment is most underappreciated. Even investors who get the idea of investing in quality companies and owning them for a long time miss the reinvestment aspect. https://quartr.com/insights/investment-strategy/what-investors-get-wrong-chris-mayer-on-dividends-noise-and-the-power-of-reinvestment https://quartr.com/insights/investment-strategy/what-investors-get-wrong-chris-mayer-on-dividends-noise-and-the-power-of-reinvestment"  
[X Link](https://x.com/anyuser/status/1864415205796569134)  2024-12-04T21:03Z [----] followers, [---] engagements


"Some more thoughts on Jana taking a stake in @MarkelStyle and pushing for a spinoff of Ventures Thomas Gayner Tyler Brown and the rest of the $MKL team have done a very good job creating shareholder value. Our initial reaction would be spinning off Ventures would be a suboptimal outcome as it would trade terribly as a standalone public entity. The only option we see that they could do with Ventures would be to sell the various businesses to PE firms but that seems quite difficult and not in the spirit of what someone who sold their business to Markel would want. We would be in favor of"  
[X Link](https://x.com/anyuser/status/1866672293792928096)  2024-12-11T02:32Z [----] followers, [----] engagements


"Below is a link to the Boyar Value Groups Response to @BillAckman's January [--] [----] Takeover Proposal for Howard Hughes Holdings. $HHH #investing #valueinvesting #stockmarket https://hubs.ly/Q032wSWL0 https://hubs.ly/Q032wSWL0"  
[X Link](https://x.com/anyuser/status/1879256156083822648)  2025-01-14T19:55Z [----] followers, 72K engagements


"@BillBrewsterTBB Thanks Bill"  
[X Link](https://x.com/BoyarValue/status/1879303934097199152)  2025-01-14T23:05Z [----] followers, [---] engagements


"Next week on The World According to Boyar podcast we welcome @BillAckman to discuss his latest bid for @HowardHughesHQ and much more. Stay tuned $Hhh https://boyarvaluegroup.com/the-world-according-to-boyar-podcast-1 https://boyarvaluegroup.com/the-world-according-to-boyar-podcast-1"  
[X Link](https://x.com/anyuser/status/1892559550135386385)  2025-02-20T12:58Z [----] followers, 399.1K engagements


"Just finished a two hour wide ranging interview with @BillAckman where we discussed antisemitism his thoughts on how @realDonaldTrump is doing@elonmusk DODGE and of course the @HowardHughesHQ transaction. Editing it now and aim to get it out tomorrow. $HHH"  
[X Link](https://x.com/BoyarValue/status/1894867604344578134)  2025-02-26T21:50Z [----] followers, [----] engagements


"On the latest The World According to Boyar podcast @BillAckman shares his views on @realDonaldTrump's leadership @elonmusk @DOGE entitlement spending and his transformative plans for @HowardHughesHQ Check out the interview: $HHH #valueinvesting https://www.blog.boyarvaluegroup.com/boyar-value-group-blog/podcasts/billackman https://www.blog.boyarvaluegroup.com/boyar-value-group-blog/podcasts/billackman"  
[X Link](https://x.com/BoyarValue/status/1895218321789800928)  2025-02-27T21:03Z [----] followers, 153.1K engagements


"Below is the re-released episode of my podcast with @BillAckman reflecting the original order of the Q&A at his request. For clarity: No substantive changes were ever madeany edits were solely for listener experience or compliance which is standard practice in podcasting. I had also communicated these edits in advance to both Bill and a member of his team via email. Integrity is everything and I would never alter an interview in a way that misrepresents a guests words. I hope you enjoy the conversation. https://www.blog.boyarvaluegroup.com/boyar-value-group-blog/podcasts/billackman Last week"  
[X Link](https://x.com/BoyarValue/status/1896219355182239921)  2025-03-02T15:21Z [----] followers, 202.9K engagements


"Wow Marc Rowan is one of the most thoughtful business executives out there. It is a shame he is not Treasury Secretary. https://www.cnbc.com/video/2025/04/09/watch-cnbcs-full-interview-with-apollo-ceo-marc-rowan.html&qsearchterm=marc%20rowan https://www.cnbc.com/video/2025/04/09/watch-cnbcs-full-interview-with-apollo-ceo-marc-rowan.html&qsearchterm=marc%20rowan"  
[X Link](https://x.com/BoyarValue/status/1909962016694981021)  2025-04-09T13:30Z [----] followers, [----] engagements


"Buffett referenced he was close (but passed ) on acquiring a business for $10 billion. Any guesses for the mystery company"  
[X Link](https://x.com/anyuser/status/1919052828355563610)  2025-05-04T15:33Z [----] followers, 23.7K engagements


"Some have asked for our thoughts on the $HHH transaction with @BillAckman The new @HowardHughesCo deal is a major upgrade from the original $85/share offer due to 1) Stronger governance 2) A higher price. Were staying invested (for now)but with eyes wide open. Some additional thoughts:"  
[X Link](https://x.com/anyuser/status/1920881520467705985)  2025-05-09T16:40Z [----] followers, [----] engagements


"We remain cautiously optimistic. Howard Hughes still owns irreplaceable real estate and is being chaired by a legendary investor. But before we get too enthusiastic we want answers on: 1) Their Insurance strategy 2) Capital allocation 3) Shareholder alignment Weve invited @BillAckman on #TheWorldAccordingtoBoyar to dig deeper. He graciously said yes. Stay tuned"  
[X Link](https://x.com/BoyarValue/status/1920881528390713551)  2025-05-09T16:40Z [----] followers, [---] engagements


"We were public in our concerns about the original @HowardHughesHQ@BillAckman dealhighlighted in @barronsonline articles by Andrew Bary & @LaMonicaBuzz as well as in @PuckNews via @WilliamCohan Below are our updated thoughts (post transaction). https://open.substack.com/pub/boyarresearch/p/howard-hughes-and-pershing-squarer=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/boyarresearch/p/howard-hughes-and-pershing-squarer=6h0o5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/BoyarValue/status/1923431899608854841)  2025-05-16T17:34Z [----] followers, [----] engagements


"Just finished my interview with $IAC's Chris Halpin we discussed many topics including 1) Sports gambling 2) How to value @turo 3) Their $MGM stake 4) @dotdashmeredith's partnership with @OpenAI 5) Closing the massive discount IAC trades for. + much more. Stay tuned"  
[X Link](https://x.com/anyuser/status/1927783913428033902)  2025-05-28T17:47Z [----] followers, [----] engagements


"Its been a good [--] months for Dolan controlled entities $SPHR +144% $MSGE + 74% $MSGS +34% Probably the kiss of death but @MarioGabelli has the "Dolan Discount" been tamed Knocking on wood as I type this"  
[X Link](https://x.com/BoyarValue/status/2011820812009955387)  2026-01-15T15:20Z [----] followers, [---] engagements


"Smart candidate apparently $msgs $msge https://www.nytimes.com/2026/01/22/nyregion/msg-pension-ownership-bunkeddeko.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2026/01/22/nyregion/msg-pension-ownership-bunkeddeko.htmlsmid=nytcore-ios-share&referringSource=articleShare"  
[X Link](https://x.com/BoyarValue/status/2014408221855821929)  2026-01-22T18:42Z [----] followers, [---] engagements


"We have created a podcast titled The World According to Boyar. I would like to thank @chriswmayer who was our first guest and did an amazing job. I hope you enjoy it. #ValueInvesting #stocks #business #patience #Finance #StockMarket https://soundcloud.com/user-980995435/the-world-according-to-boyar-episode-1-with-chris-mayer/s-zvfpo https://soundcloud.com/user-980995435/the-world-according-to-boyar-episode-1-with-chris-mayer/s-zvfpo"  
[X Link](https://x.com/BoyarValue/status/979323313314058240)  2018-03-29T11:44Z [----] followers, [--] engagements

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