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Episode Summary:In this episode of The World According to Boyar, Jonathan Boyar sits down with Bill Ackman, the legendary hedge fund manager and founder of Pershing Square, to discuss his latest big move involving Howard Hughes, his unfiltered views on politics, and his growing role as an activist investor. Ackman shares his thoughts on the Trump administration, deregulation, and why he believes reducing government inefficiency could be a game changer for the U.S. economy.On the investing front, he dives into his bid to increase his stake in Howard Hughes Corporation, his vision for transforming it into a "modern-day Berkshire Hathaway," and why he believes the market continues to misprice the company. He also addresses concerns about management fees, corporate governance, and what his long-term plans mean for shareholders.Finally, Ackman opens up about his outspoken presence on X (formerly Twitter), why he's been so vocal on antisemitism and media bias, and how he sees this as part of a larger battle over free speech, democracy, and American values.This is a must-listen episode for investors, market watchers, and anyone interested in how one of the most well-known investors in finance connects the dots between business, politics, and activism.Topics Discussed:
ChangeGPS general manager and popular accountant advocate, David Boyar, jumps onto AD Insider to share his views and opinions on the current activity in the accounting industry. Boyar shares his passionate views about the disadvantages accountants have faced over the last year, and how these will likely persist into 2025. Touching on aspects from policy reform and rapidly changing obligations to professional body activity and AI adoption, Boyar expresses his perspective on it all. The episode also announces the Access All Areas event hosted by ChangeGPS in Melbourne on 27 November. The event is designed by and for accountants to connect and learn from one another during an overwhelming and uncertain time.
Do we even test for the right things? Now that medical and adult-use cannabis programs have been around for some time, and with them mandated lab testing of products – we have a lot of data that we can begin to review in order to assess how well we are managing the quality of cannabis […]
Join us live at 12:00pm EST to a brand new format where we try to find Tyler a date, listen to the wet stylings of Hermeto Pascoal, get smart with Unkle Shine and much more! Watch on YouTube
Join host Jonathan Boyar as he sits down with Kunal Kapoor, the dynamic CEO of Morningstar, in this episode of The World According to Boyar. Dive into the story behind one of the most influential firms in the financial services industry and discover how Kunal's leadership has propelled Morningstar to new heights.Kunal discusses Morningstar's mission to empower investor success through independent research and data-driven insights. He shares insights on the evolution of Morningstar, the importance of simplicity and low-cost investment strategies, and the role of technology and AI in the research process. Kunal also talks about Morningstar's growth strategy, including their expansion into private markets, the index business, and the credit ratings sector. Tune in to hear Kunal's thoughts on the future of investing, the importance of company culture, and his perspective on investing in family-controlled businesses. This episode is a must-listen for anyone interested in the future of finance and the strategies driving Morningstar's growth.The Interview Discusses: Kunal Kapoor's Journey: From starting as an analyst to becoming the CEO of Morningstar, a leading firm in the financial services industry.Morningstar's Mission: Empowering investor success through independent research and innovative tools.Market Evolution: The shift from simple portfolios of stocks and bonds to more complex investment vehicles like private equity and managed portfolios.Impact of AI: How Morningstar is integrating AI into its research process with tools like Mo, and the future role of AI in fundamental analysis.Morningstar's Growth: Expanding into new areas like private markets, credit ratings, and index creation, and the challenges of scaling a large organization.Investment Philosophy: The importance of simplicity, low-cost investing, and the value of time arbitrage in achieving long-term success.Challenges of Leadership: Managing a growing, decentralized team while maintaining Morningstar's mission-driven culture.Credit Ratings Business: Morningstar's approach to ethical credit ratings and its competition with entrenched players.Morningstar's Competitive Edge: The benefits of being a mission-driven, long-term-focused, and independent company in the financial industry.Family Controlled Businesses: Thoughts on investing in family-controlled companiesBiography: Kunal Kapoor, CFA, is the chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm. Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm's data business as well as its global products and client solutions group. Kapoor holds a bachelor's degree in economics and environmeUnlocking Investment Opportunities Since 1975 At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
Stacie Boyar, previously in private practice, started a podcast when COVID-19 hit and she found herself at home. This coincided with her daughter attending an adapted sleepaway camp amid the pandemic. Stacie used her podcast as a productive outlet during a time filled with uncertainty, especially for children aged 12 to 14, who faced an unclear future regarding school and social interactions.They discuss the invaluable techniques for building self-confidence and managing anxiety in both children and adults. Drawing from personal experiences and professional expertise, Stacie provides actionable advice on using grounding and breathing techniques, journaling, and mindfulness to foster mental wellness.TakeawaysIncorporate grounding and breathing techniquesValidate children's emotionsEncourage Positive Self-TalkTimestamps00:00 Started podcast during pandemic, kids at camp.04:39 Social media affects teen emotional development negatively.08:41 Listen, validate, make them feel safe.12:03 Practice mindfulness using your five senses.15:47 Authenticity leads to happiness, confidence, and positivity.17:59 Question thoughts, don't believe everything blindly.21:21 Address, don't dismiss, trauma; seek professional help.23:58 Early integration of mental health in pediatric care.29:42 Establish a bedtime routine for better sleep.31:19 Focus on positive thoughts, avoid unnecessary worry.34:01 Confidence in overcoming challenges is crucial.36:44 Visualization for creating safe, calming space.
This week, I had the honor of interviewing Thomas Peterffy, the founder of Interactive Brokers, on The World According to Boyar podcast. Thomas's life exemplifies the American Dream: When he came to the United States from Communist Hungary in 1965, virtually penniless and with no knowledge of English, he immediately began teaching himself computer programming while saving up for a seat on the American Stock Exchange. Using technological advances he himself helped pioneer, Thomas established a successful market-making business, paving the way for his biggest financial success: Interactive Brokers, which has a market capitalization north of $50 billion and where he is by far the biggest shareholder. Stay tuned for my discussion with Mr. Peterffy—I think you'll find it as educational as it is inspiring.The Interview Discusses:Thomas Peterffy's background.Challenges of adapting to a new country and finding work.The immigrant mentality and its impact on success.The importance of rewarding merit in a free market economy.The value proposition Interactive Brokers brings to clients.Importance of maintaining a conservative balance sheet and excess capital.Future growth areas, including global markets and professional investors.Interactive Brokers' unique position in the marketplace.The potential impact of future presidential administrations on business.Thomas's decision to step down as CEO and focus on his role as chairman.The joy of building and improving the Interactive Brokers platform.Biography:Thomas Peterffy is founder and chairman of Interactive Brokers. A pioneer of digital trading in the 1980s, he was the first to build computer systems able to trade financial assets electronically, independent of direct human intervention. Born in Budapest, Hungary in 1944, he escaped communism in 1965 by emigrating to the United States. He learned computer programming, and his formula for pricing contingent assets was an early version of what is now known as the Black-Scholes model. In 1977, he became a member of the American Stock Exchange. Peterffy built the first automated market-making firm for stocks, options, and futures, which later gave rise to Interactive Brokers, a global, electronic broker with a market capitalization of over $50 billion.Unlocking Investment Opportunities Since 1975 At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
After the success of the Sims episode, we decided that we're just going to start doing what you want more often and what you've been asking for is a place to vent your icks. We're back again describing all of the things that make our faces scrunch up in disgust. Did we accidentally just focus on men doing these things and discover that when women do the majority of these, it's more of a yum than an ick? Maybe. GAZA/WEST BANK RESOURCES-https://medium.com/@scholarscoalition/for-immediate-release-u-s-4c2aecd11535https://irusa.org/middle-east/palestine/https://buildpalestine.com/2021/05/15/trusted-organizations-to-donate-to-palestine/https://www.vox.com/2015/5/14/18093732/israel-palestine-misconceptionshttps://www.goodreads.com/en/book/show/52045757 WE'RE GOING ON TOUR - ladiesandtangents.comWE'RE ON PATREON - patreon.com/ladiesandtangentsMERCH - ladiesandtangents.com/lt-merch*NEW* SUBMIT YOUR STORIES - landtstories@gmail.comFOLLOW ALONG WITH US ON SOCIAL MEDIA - @ladiesandtangents
La prevision de lluvia puede volver a condicionar hoy la salida de las hermandades en la provincia. Ayer hubo de todo. Navantia asegura que tiene garantizada actividad en eolica marina hasta 2031. Jerez fue en 2023,la ciudad de España no capital de más de 100.000 habitantes, con mayor subida de precios de la vivienda, casi un 15%. Y a primera hora nevaba en el puerto del Boyar, en Grazalema.Ampliamos estas y otras noticias de la provincia de Cádiz. Y en la segunda parte, en el tiempo que dedicamos a salud publica, hoy hablamos del trastorno bipolar, con el doctor Eulalio Valmisa, psiquiatra jefe de la unidad de Salud Mental de la Bahía de Cádiz. Lo primero, la previsión del tiempo con la Agencia estatal de meteorología.Escuchar audio
Wantrepreneur to Entrepreneur | Start and Grow Your Own Business
In this episode, our host Brian Lofrumento dives into a captivating conversation with Robin Boyar, founder of thinktank research & strategy. As a seasoned market research expert with over 25 years of experience, Robin shares insightful perspectives on the crucial role of market research for entrepreneurs. They discuss the importance of understanding customer needs, navigating the competitive landscape, and delivering on promises. Throughout their engaging dialogue, they explore topics ranging from the heyday of retail video game models to the impact of online platforms on consumer research. Join us as we unravel the intricate world of market research and discover the actionable strategies essential for entrepreneurial success.ABOUT ROBINRobin Boyar is a seasoned market research professional with over 25 years of experience. She initially focused on educational technology and how children use technology for learning and play. As the Internet boom arrived, Robin transitioned to working for online companies in the San Francisco Bay Area. She conducted research on the first online surveys and usability testing and later moved on to work at a startup online game company called Pogo. LINKS & RESOURCES- Visit thinktank research & strategy's Website- Connect with Robin on LinkedIn
Better Lawns and Gardens Hour 1 – Coming to you from the Summit Responsible Solutions Studios. Spring is in the air. Spring-flowering trees and colorful migrating birds are popular sights. Teresa is joined by Aaron Boyar, Seminole Master Gardener and spokesman for the Seminole County Garden Expo 2024 on February 24th. Garden questions and topics include irrigation shut-off devices, avocados, still time for onions, on lawns, vegetables to plant in February, and more. https://bit.ly/3c1f5x7 Photo and graphic credit: Teresa Watkins Listen every Saturdays from 7am - 9am EST on WFLA- Orlando. Call in with your garden questions and text messages on 1-888.455.2867 and 23680, Miss the live broadcast? Listen on Audioboom podcast 24/7. https://bit.ly/3c1f5x7 #WFLF #WFLA #FNN #WNDB #BetterLawns #gardening #Florida #planting #gardeninglife #radio #southflorida #northflorida #centralflorida #Deland #SHE #Orlando #Sarasota #Miami #FortLauderdale #BLGradio #WRLN #WiOD #gardening #SummitResponsibleSolutions #QualityGreenSpecialists #BlackKow
Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
The biggest kept secret in the Australian accounting industry: The acquisition of Change GPS by Access Group. This episode is kindly sponsored by Employment Hero: The All in One HR, Payroll & Benefits Platform https://employmenthero.com/ Translucent The Multi-Entity Accounting solution https://www.translucent.io/ In this episode - David Boyar reflects on his upbringing in his father's accounting practice and early ambitions ( he was going to be CEO of Coca Cola!) - He discusses founding an association of CFOs and lessons learned from scaling advisory work - Boyar shares how he joined Change GPS and their aligned values (with Timothy Munro) in transforming accounting firms - Insights are provided on data analytics in accounting tech companies and marketing approaches, including wearing a suit ! - Accountants take umbrage at people who've never had an accounting practice telling them what to do. - The acquisition of Change GPS by Access Group is explained as a strategic partnership - Client experience and standardised services are highlighted as priorities for the future Contact details: L: https://www.linkedin.com/in/davidboyar/ L: https://www.linkedin.com/in/timothymunro/ W: https://changegps.com.au/ Roadshow: https://www.eventbrite.com.au/o/changegps-2988249339 Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU
Join Barron's senior managing editor Lauren R. Rublin, deputy editor Ben Levisohn, and Jonathan Boyar, president of Boyar Research for a discussion of the economy, the stock-market outlook, industry sectors, and individual stocks.
On today's episode, Clay is joined by Jonathan Boyar. They discuss his firm's most recent release of The Forgotten Forty, which outlines their 40 best stock ideas for 2024. Jonathan Boyar is president of Boyar's Intrinsic Value Research, an independent equity research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds, and family offices as subscribers. He is also a principal of Boyar Asset Management, which has been managing money utilizing a value-oriented strategy since 1983. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro. 02:45 - How a company makes the list of the Forgotten Forty. 09:52 - Potential catalysts Jonathan looks for in his investments. 14:30 - Why Uber remained on the Forgotten Forty list after being the list's top performer in 2023. 21:58 - Jonathan's thoughts on the underperformance of small-cap stocks since 2015. 28:04 - An overview of Interactive Brokers stock. 39:22 - Why Bill Ackman has taken a massive stake in Howard Hughes. 50:26 - Why Jonathan likes Madison Square Garden Sports Corporation. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com. Boyar Research's Forgotten Forty. Boyar Research's Substack. Books mentioned: 100 Baggers by Chris Mayer. Related Episode: TIP518: The Buy List for 2023 w/ Eddy Elfenbein | YouTube video. Check out all the books mentioned and discussed in our podcast episodes here. Follow Jonathan on Twitter. Follow Clay on Twitter. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota NetSuite Salesforce Glengoyne Whisky BiOptimizers – Nootopia Wise Percent Shopify Fidelity Fundrise Vacasa TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices
The Interview Discusses: Anthony's amazing life story growing up from humble beginnings to becoming a major success on Wall Street.His theory on resiliency and how he was able to recover after being fired from both Goldman Sachs and the White House.Why he is investing in cryptocurrencies.How Bill Miller influenced his investment decision makingHow Warren Buffett cost him a lot of moneyHis support of Israel And much more!Biography:Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. Scaramucci served on President Donald J. Trump's 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.Every December for over three decades, Boyar Research has published the Forgotten Forty, a curation of comprehensive one-page reports on the 40 companies in our research universe that we believe will outperform the leading indices in the year ahead due to a catalyst we see on the horizon. The Forgotten Forty 2024 is now available for pre-purchase at 50% off until December 20th. To find out more information on this offer, click here. Important Disclosures. The information herein is provided by Boyar's Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible loss of principal. Important Information: Past performance does not guarantee future results. Unlocking Investment Opportunities Since 1975 At the Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
Stu Boyar, is a former long-time Sports Anchor/Reporter for WGRZ Ch.2 in Buffalo, NY for 35 years. Boyar, who was born in the Rochester-area got into broadcasting in the early 1970s doing radio WAXC radio. After graduating from Syracuse University in 1977, Boyar worked at WHEC-TV and WSEE-TV before coming to WGRZ-TV in 1985. Boyar has covered the NHL, MLB NFL, NBA, NCAA basketball and hockey during his sports career. He's also covered professional tennis (men and women), soccer and auto racing, as well as college and high school sports. While working at Channel 2 since 1985, Stu has covered the Buffalo Bills' four Super Bowl runs, Stanley Cup Playoffs, the World Series, NCAA basketball and hockey tournaments and numerous high school sports events. #stuboyar #wgrz #livewithcdp #sportsanchor #reporter #media #buffalobills #buffalosabres #youtubechannel #facebooklive #twitter #twitch #audio #applepodcasts #spotify #anchorfm #googlepodcast #iheartradio #amazonmusic #podbean #tunein #stitcher #breaker #linkedin #pocketcasts #radiopublic #barrycullenchevrolet #sponsor https://beacons.ai/chrisdpomay
Neymiş? Emanetçi Özgür Hususi Efendi, Filistin'e gidecekmiş! Siyonist Terör Devleti'ne karşı işgal altındaki topraklarını savunan Hamas'a... “Terör Örgütü” diyen Tipi Tip, güya “uyanık” ya... -Nasıl Göz Boyarım'ın hesabında! Mister Özel mi; aynen Mahmut Yolcudur Abbas gibi iliştirilmiş bir siyasi portredir, işbirlikçidir. Adı Operadaki Hayalet'e çıkan Ekrem Müdafa İmamson'un emanetçisi Tipi Tip Özgür... Soprano Pervin Chakar'ın elini öperek, HEDEP'li seçmene selam çaktı. Özellikle İstanbul seçimi için ittifaka “fena halde ihtiyaçları var” ya! El Öpenler Cemiyeti'nden Hususi Bey, Diyarbakır Anneleri'nin ellerini de öpecek mi? Bay Bay Kemal döneminde hiçbir CHP yöneticisi mağdur anneleri ziyarete gitmemişti. Özgür Özel “Grup Başkan Vekili” iken, ne demişti: “-HDP, terör örgütüyle bağımız yok diyorsa... Bizler, o beyanı esas almalıyız.” Operadaki Emanetçi, o dönemde şu lafı da etti: “-HDP ile gönül ittifakımız var!” RİYAKÂRLIĞIN YAĞLIBOYA TABLOSU Hususi Bey, Veli Ağbaba ile birlikte Kandıra Cezaevi'ne giderek Hrant Dink'in katili Ogün Samast'ı ziyaret etmişti. (13 Haziran 2012) Komisyon üyesi sıfatıyla “İnsan Hakları” bahanesi ile “bu ziyareti yapan” Tipi Tip Özgür... Ogün Samast'ın tahliye edilmesi sonrasında Agos gazetesi önündeki eyleme katıldı. -Bu defa yüzünde bir başka “maske” vardı! Özgür Hususi veyahut eski-yeni CHP yöneticileri, Hrant Dink bahsinde zerre kadar samimi değiller. -Yani? -Suikastın perde arkasındaki FETÖ “tepeden tırnağa” ortaya çıktığı halde, bu gerçeği itina ile göz ardı ediyorlar dahası “hasıraltı” çalışıyorlar! OKUMA PARÇASI Bu sütunda yıllardır -birçok kez- yazdığımız gibi... Hrant Dink Suikastı'nı organize eden Fetullahçı polisler, cinayetin talimatını Kardinal Locaefendi'den aldılar! 30 Mart 2021 tarihli Yeni Şafak'ta çıkan “Suikastın talimatını bizzat verdi” başlıklı yazımızda yer alan çarpıcı ayrıntıları tekrardan okuyabilirsiniz. OPTİK ÇARPITMA YAPAN O GÖRÜNTÜLER Ogün Samast, Samsun'daki Terörle Mücadele Şubesi'nde gözaltında iken; yanındaki Paralel Emniyet ve Jandarma mensuplarıyla birlikte... -Elinde Türk Bayrağı, poz vermişti!
Jonathan Boyar is the President of Boyar Research in New York, an analyst and long-term investor. He is acutely focused on special situations and companies offering long-term value. In this episode of The Australian Investors Podcast with Owen Rask, Jonathan Boyar walks us through three of his special situations in News Corp (NWSA), GE Healthcare (NASDAQ: GEHC) & Masterbrand (NYSE: MBC). Episode resources: Boyar Substack Newsletter Boyar Research website ~~ Resources you'll love ~~ Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
The Interview Discusses:Growing up in Iran and how having a global upbringing has impacted him as an investor.Why he is more comfortable investing in the United States.How his grandparents fleeing Nazi Germany has impacted his investment decision making.His experience as an investor during the financial crisis and how he invests during uncertain times.What about the current geopolitical landscape scares him as an investor.His thoughts on holding cash as an investment.His opinion on investing in small capitalization companiesWhy as a value investor he is comfortable investing in high multiple stocks.Why he owns Mastercard & Bank of America.Biography: Guy Spier is a Zurich based author and investor. Guy completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University where he studied at Brasenose College with the British Prime minister David Cameron. After completing his MBA, Guy started the Aquamarine Fund which is an investment vehicle inspired by the original 1950's Buffett partnerships, and run with a close replication of the original Buffett partnership rules. The focus is on investing for long term capital appreciation and capital preservation by running a portfolio of equity investments with the goal of acquiring companies with outstanding long-term economics at a reasonable price and where there is a sufficient margin of safety between the company's market price and its intrinsic value. Typical investors include high net worth individuals, family offices and private banks. In 2008 Guy made news by bidding $650,000 with his friend, Mohnish Pabrai, to have a charity lunch with Warren Buffett. His book, “The Education of a Value Investor” has sold more than 40,000 copies and has also been translated into Hebrew, German, Japanese, Korean, Polish, Mandarin and Spanish.Important Disclosures. The information herein is provided by Boyar's Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any iThe Boyar Value Group's mission is to search for value on behalf of our clients. Since 1975, the Boyar family of companies has been relentlessly focused on discovering value for our clients. For more than four decades we have navigated through fads, gimmicks and market volatility. Utilizing value investing to try to create and preserve wealth has and always will be our sole focus. Our experienced team of analysts looks for diamonds in the rough, companies passed over by the rest of the investment community, but whose true value, in our opinion, significantly exceeds their current stock price. In essence, we are trying to buy a dollar for fifty cents. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
Jonathan Boyar, President of Boyar Research, returns to the podcast for the fourth(!!) time to discuss his thesis on Topgolf Callaway Brands (NASDAQ: MODG) and how it is growing an entire industry. Subscribe to the Boyar Research Substack here: https://boyarresearch.substack.com/ You can Follow Boyar Research on Twitter/X here: https://twitter.com/BoyarValue $MODG write-up: https://boyarresearch.substack.com/p/a-company-thats-growing-its-entire Chapters: [0:00] Introduction + Episode sponsor: Alphasense [1:42] Topgolf Callaway Brands $MODG and why its interesting [3:57] Why $MODG is clearly a "Topgolf" story? And, what is Topgolf [12:05] Land grab for opening new "Topgolf" or competitive stores [15:00] What Jon thinks people are so worried about Topgolf [18:06] Topgolf pushback: financing new stores [22:17] Would it be better to separate Topgolf and Callaway? [24:42] Topgolf advertising revenue stream and what is the company referring to when they say they are "maximizing economics" of the business (PEI system) [29:30] KPIs the company tracks [33:50] $MODG valuation [39:04] "Toptracer" part of the business [41:22] Pressure on $MODG stock; what keeps Jon up at night about the idea and various upside scenarios [46:36] Final thoughts Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.
My guest on the show today is Jonathan Boyar, President of Boyar Research. I recently saw Jonathan as a guest on the Value After Hours podcast with Tobias Carlisle and Jake Taylor, and invited him on to get his perspective on the markets in 2023, as well as his take on MicroCap performance. As the title states, we've been experiencing a double whammy in MicroCaps: poor stock performance over the last two years and allocators are not distributing funds to MicroCap strategists. We talk at length about why this environment is fertile ground for MicroCap investors that know what they are doing. Jonathan and I also talk about his latest venture: the Boyar Research substack, where you can actually get Jonathan's latest MicroCap picks as a subscriber - the link to the Boyar Research substack is in the show notes. Subscribe to the Boyar Research Substack here: https://boyarresearch.substack.com/ You can Follow Boyar Value Group on Twitter/X here: https://twitter.com/BoyarValue Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Journalytic Jake is a partner at Farnam Street: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
The Interview Discusses:His remarkable turnaround of Domino's Pizza where he increased the share price by 23x.The opportunity he saw at Restaurant Brands that convinced him to invest $30 million personally in the company's shares (and pledge to hold it for 5 years).The dynamics of working for a company controlled by private equity firm 3G.The importance of franchisee profitability for his turnaround plan.Tim Hortons extraordinary success in Canada and how that can be replicated in other parts of the world. Why Burger King International is performing well and Burger King US is struggling.Could Tim Hortons alone eventually be worth more than Restaurant Brands is currently? His role as Executive Chairman.What it was like being on Jim Cramer's Mad Money.The difference between his role at Restaurant Brands where he is Executive Chairman and his role at Best Buy where he is Non-Executive Chairman. ---And much more! Nothing in this podcast constitutes investment advice. Biography:Mr. Doyle was appointed Executive Chairman of RBI in November 2022 to accelerate growth for franchisees and shareholders. Most recently, he has served as an executive partner of the Carlyle Group, a global diversified investment firm, focused on the consumer sector. Prior to that he served as the chief executive officer of Domino's Pizza, from March 2010 to June 2018, having served as president from 2007 to 2010, as executive vice president of Domino's Team USA from 2004 to 2007 and as executive vice president of Domino's Pizza International from 1999 to 2004. Mr. Doyle has served on the board of directors of Best Buy Co., Inc. since November 2014 and has been the Chairman of Best Buy's board since May 2020.Important Disclosures. The information herein is provided by Boyar's Intrinsic Value Research LLC (“Boyar Research”) and: (a) is for general, informational purposes only; (b) is not tailored to the specific investment needs of any specific person or entity; and (c) should not be construed as investment advice. Boyar Research does not offer investment advisory services and is not an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) or any other regulatory body. Any opinions expressed herein represent current opinions of Boyar Research only, and no representation is made with respect to the accuracy, completeness or timeliness of the information herein. Boyar Research assumes no obligation to update or revise such information. In addition, certain information herein has been provided by and/or is based on third party sources, and, although Boyar Research believes this information to be reliable, Boyar Research has not independently verified such information and is not responsible for third-party errors. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Investing in securities involves risk, including the possible lThe Boyar Value Group's mission is to search for value on behalf of our clients. Since 1975, the Boyar family of companies has been relentlessly focused on discovering value for our clients. For more than four decades we have navigated through fads, gimmicks and market volatility. Utilizing value investing to try to create and preserve wealth has and always will be our sole focus. Our experienced team of analysts looks for diamonds in the rough, companies passed over by the rest of the investment community, but whose true value, in our opinion, significantly exceeds their current stock price. In essence, we are trying to buy a dollar for fifty cents. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
Bill Boyar, Founding Shareholder of BoyarMiller, joins the podcast. Bill shares his fascinating story of going from a summer associate at a law firm to ultimately forming BoyarMiller with the help of two of his partners. Through his experiences, Bill shares the importance of focusing on people and building a strong foundation for a professional services practice, rather than solely chasing growth and money. Listen as Bill explores leadership transitions and entrepreneurial advice for those looking to build successful businesses. SHOW HIGHLIGHTS Bill Boyar, a founding shareholder of BoyarMiller, shares his journey from being a summer associate at Chamberlain Hrdlicka to starting his own firm with Gary Miller and Lynn Simon. Boyar emphasizes the importance of focusing on people and building a strong foundation for a professional services practice rather than just focusing on growth and making money. Creating a culture based on core values has been instrumental in the firm's growth over the past 33 years. Taking care of people in terms of hiring and firing decisions has shaped the firm into what it is today. Investing in technology and setting a 10-year vision for the firm were pivotal moments that contributed to BoyarMiller's success. Leadership succession and remaining independently owned were also key factors in the firm's growth and sustainability. The importance of purpose, method, and outcome in organizational development is discussed, as well as the firm's continuous engagement with all of its lawyers. Boyar reflects on the leadership transition to the current leader, who embraced the firm's mission and values, rather than bringing in their own ideas. Entrepreneurial advice is shared, such as setting standards for how to treat people and dreaming big. Boyar's first job experiences, the Tex-Mex vs. barbecue debate, and the journey of building BoyarMiller from the ground up are also discussed. LINKSShow Notes Previous Episodes About BoyarMiller GUESTS Bill Boyar About Bill TRANSCRIPT Chris Hanslik Alright, so I'm excited to start what is our 50th episode of Building Texas Business, and a very special guest, the founder of our firm, Boyar Miller, and happy to call in my law partner. So, bill, welcome to the show. Bill Boyar Thanks, Chris. I'm really excited to actually finally be here. Chris Hanslik Yes, so I think the story of our firm is a pretty special one. Obviously it's near and near to my heart. Maybe start by telling the listeners a little bit about what led you to the firm that became Boyar, simon and Miller at the time in 1990, and kind of that journey that brought you in to the firm and how that influenced where you went from there. Bill Boyar Sure, My story begins. And this journey begins the campus of Tulane Law School in New Orleans when Bob Waters from Chamberlain Herlica Whiten Waters, came to interview for a summer associate when I was in my second year. We had an amazing interview experience. It was supposed to be the last interview of the day when they were 20 minutes and we spent two hours together And that ended up resulting in me coming to Houston for my summer associate experience, and back in those days it was 12 weeks, one firm. You basically put all your chips on one number and hope it worked out. It worked out great for me. So after I graduated I came to Houston. I didn't know anybody. I had dated a girl in college who was from Houston. She was the only person. So it was really quite an adventure, Started at Chamberlain and I was there for four years. After three years, Bob, who was my boss, my mentor, my friend, my running buddy, left to become a principal with a group that developed the Houstonian And he wanted to start a little law firm when he left and took one other guy with him and a year later I joined him. So we had a little three person law firm. About six months into that experience. He came to me and he said I've got too much to do and on the principal side of this relationship so I'm not going to practice alone anymore. So I was 29 years old and the guy who had all the business was not going to be practicing law anymore and my partner was a tax lawyer who read the Wall Street Journal and tax periodicals and so I woke up one day and had a law firm to figure out how to run and manage A little bit of a cold shower. It was crazy. So I had some guys that I practiced law with at Chamberlain and over time they joined me and we went from three lawyers to ten lawyers. We moved to a facility at Five Post Oak Park. We had twenty lawyers and we had thirty lawyers and we were on opening up an office in Austin. And this was over a ten year period. And the last three or four years of that experience I was unhappy and had a hard time sort of rolling out of bed in the morning. I didn't know why, other than I didn't like the way that we were so focused on growth and making money and not really taking care of our people. So I had two little kids and in 1990 I told my wife that I was going to do something different. I didn't know what I was going to do, so I resigned from that firm and I had learned a lot. I learned a lot about running law firms and marketing and we were way ahead of the game in terms of creating a brand and doing marketing before it was sort of popular. But I didn't like the way we were treating people. It sounds like the lesson there was. Chris Hanslik You said it. You were focused on making money, not your people kind of on the wrong things that led ultimately what made look successful to unhappiness. Bill Boyar Yeah, i think the fundamental lesson I learned that you and I have talked about this a lot is that growing a professional services practice and making money is the result of doing a lot of things right. If you can figure out what that is, what are those things that you have to do right and the outcome is growth and making money. It's just a much more fulfilling way to be in this business. So I decided to leave. I didn't know what I was going to do. Fast forward, i had a client that went to high school in Waco, texas, with Gary Miller. Gary was trying to poach my client. My client said you should talk to Bill Boyar. He just resigned from his firm and Gary was like no way. So Gary and Lynn Simon had a small firm, seven lawyers. I did a bunch of interviewing. I interviewed and what I thought I was going to do was tuck into one of the big firms. I had a good size practice. I was still in my 30s. I could bring two or three lawyers and some assistance and paralegal so I could pick up a practice and take it. I did all that interviewing with all those big regional firms When I got introduced to Gary and Leonard and they were like they opened their arms. And ultimately was my wife, pam, who helped me figure out what I wanted to do with my life, because every time I came home from interviewing with one of the large firms I sort of was unhappy and couldn't see myself doing that. And when I came home from talking with Gary and Leonard, i was energized and excited. And so she's the one who pointed out to me you need to go do that. So I'd say I've had two great mulligans in my life. One was Pam, was my second marriage We've been married for 40 years But two, the opportunity to start another firm, essentially, and take the lessons from that first experience. I don't think I could spell business when waters came in and told me that I, it was my firm to run and lead and do whatever I wanted with. By the time I got a chance to partner with Gary and Leonard and start what is now Boyar-Miller, i had a better sense of what it took to be successful in this industry, but not in a traditional way. So, if you think about it, there was no internet, we weren't operating on computers, barely had cell phones. We had the big ones just stacked in your car and plugged into your lighter. But we didn't have all the technology to be connected, so we had to work harder for people to know who we were and are. But they just gave me the opportunity. They plugged my name first on the door so felt like continuity in my practice And we started and we had 10 lawyers in 1990. I think that the what brings us to today, chris, is we never really have cared how big we were or are. We've never measured our value to this industry or to our clients or to our people, to each other, by profits per partner or how many lawyers we have. We've always really focused on what's the value we contribute, and I think that makes us different. Chris Hanslik I agree There will be a lot of agreement in this episode, for obvious reasons, but I think one of the things that I've always liked about that story, and can relate to it as well, is not only you're not from Houston, you're from Texas. In a lot of ways, i think it's a testament to the welcoming nature of the Houston business community. You don't have to be from here to be successful if you want to work hard and do what you say you're going to do. Bill Boyar Yeah, i've got people all the time that we couldn't have done what we've done with this law firm, with particularly me as the sort of the first name on the door and one of the founders, anywhere in the world but Houston, texas. I'm from Philadelphia, i went to school in New Orleans, i came here, i didn't know anybody And you know, here we are 45 years later, 47 years later now, enjoying the, you know, the organization that we've built together. Chris Hanslik No, So, 1990, you get settled in this new firm, based on what you had learned over that prior 10 years. What vision did you have, or at what point did you start to develop a vision of what Boyar Miller? Bill Boyar could be. So I said I think starting out I knew that you know you learn a lot from mistakes you make. I always tell people you don't learn by doing things right, you learn by doing things wrong. So the learning for me about the previous firm was you take care of your people and you focus on the right things. But I didn't under. I had no sort of connection with the concepts of mission or purpose or vision or value. I had the things that we sort of have built the foundation of this law firm on it. When I started with Gary Leonard, i was just trying to sort of rebuild my practice. I was very, very fortunate. I brought 100% of my business with me and some really good young lawyers and support team, but I didn't really know how to actually build it. Chris Hanslik Right. How did that evolve? Where did the learning come from? Bill Boyar So we started out and because of the similarity in the names of the two firms the one I left and the one that we started together there was a lot of confusion in the marketplace And we had some young lawyers that we hired And really our journey to build a culture started with sort of sourced out of the confusion we created in the market and our young lawyers not being able to describe who we were as a firm. So a couple of really young lawyers came in. One in particular said I was at a cocktail party and people asked me about where I worked and they said tell me about the firm and I couldn't answer the question. So one of my dearest friends in the world was starting a consulting practice about the same time we started the firm and he was really focused on communication, culture building things that were. You know, it was not popular, there was no internet, people weren't doing this, so they could stick something on the internet and it has a sort of a marketing, you know tool. Chris Hanslik It's more genuine right. It's like does it matter. Bill Boyar Yeah, And his name is Mickey Conley, has a group out of Boulder called Conversant, you know, really a terrific firm. But back then he was sort of just starting to develop his own body of knowledge and the way of thinking about organizational hygiene, organizational development. So I asked him to come down. We got all our lawyers in the room and we were just wrestling with who do we want to be and how do we want to behave and what's going to define us in terms of the sort of the cultural foundation of this firm. And we sat around and I intentionally sat in the back of the room and led I think we had a dozen lawyers at the time and I let it evolve and we came up with at the time five, what we call core values. To this day four of them have survived. This is probably 1992 or three. Of those five core values, Four are still core to our being and we said, okay, this is who we're going to be. And organizations evolve, as you and I have talked about a lot. You start with nothing and something is non-existent and then you start to evolve. You start thinking and developing your way of leading to what you want as your foundation. Then something becomes reliable where you have a leader who is like the cop and I was the cop of the core values from the day that we generated them and then ultimately, something becomes institutionalized. And the first thing that became institutionalized in this firm was core values, and what defines something becoming institutionalized is when that one leader is no longer the cop and everybody is given the space and everybody agrees to hold each other accountable for the behavior. So probably the thing I'm most proud of is the way that we actually work through. It developed our core values, had them evolve, had them become reliable and now as part of our DNA. Chris Hanslik Yeah, what I love about our values here is that they have become institutional. I was here at the time where I feel like that really solidified in itself. It's when we started hiring and firing from culture and it sent a message to people that this is really real. It's not no one's above the culture or the values, and it's a game-changing moment for an organization. There was not just marketing stuff for the website, but it's really, as you just said, in the DNA. Bill Boyar Well, i think a defining moment for us was we do off-sites twice a year and we do them in June and November, and we were in an off-site in, i think, san Antonio and we sat around the room and we were having some challenges with some people, including one or two that were in the room who were our fellow shareholders and we posed the question are we willing to declare that if you cannot live consistent with our values, you cannot work here, regardless of your position of firm, and unanimously around the room everybody said yes, and soon thereafter one of the people in the room was no longer in the room for that very reason, and the message that that sent to our organization was a game-changer. Chris Hanslik I think that's a good lesson for the listeners is the culture building, setting some values and starting to hold people to account for those behaviors. To define and build a culture isn't easy. It's messy work, it's bumpy, but if you stay diligent and consistent with it and committed to it, it will play out. Bill Boyar Absolutely. I mean we evolved in terms of the behavior. Some people call them core values, some people call them pillars, some people call them standards, i don't care what you call them. What ultimately is how we can treat each other, our colleagues, our friends, people on the other side of deals, and I think that defines us. The other piece of that puzzle is purpose Right, and we struggled with how to articulate purpose. And I traveled a lot, as you know. I was on airplanes a lot, i was in hotels a lot, i was in airplane lounges a lot. My travel was long distance and I was a voracious reader of business books and I wanted to use this firm as a sort of a lab experiment of can you take principles from great companies? and I never read anything about law firms, anything about the industry. I was all. My study was what can I find from lessons from great companies and great leaders that I can see whether or not it works in a flat, horizontal organization with a bunch of Taipei people? And so I would experiment. And because we struggled so much to sort of articulate a mission statement, we pulled everybody together, as you know, in a room and the question was when you get up in the morning. What are you excited about related to coming to work? You might be excited about a lot of stuff, but I was really more focused on what are you excited about about this firm, and that's how we evolved our mission statement. I don't know how many years ago that's been now. I think it was 2007. Chris Hanslik What's really? that's such a great story and I tell it as you do all the time. There was no outside consultant, there was no prompts. It was the owners of the organization answering that question for about 45 minutes and a bunch of words on the board and three themes fell out that we then kind of worked. Smith and that mission everyone here, i think, can quote it. We check in on it, as you said, at our off-sites twice a year and it still resonates and everyone's hard to get here. Bill Boyar Yeah, and it's the. You know, it's the. You asked me early what was the vision? and you know how we think and talk around here about. You know purpose, method and outcome, and I mean my philosophy of leadership or organizational development, organizational hygiene, whatever you want to call it is. You start with purpose, which is mission. You set a direction, a vision for what you want to be when you grow up, and then you connect that with method, which is really. You know who you are, what you do and how you do it, and that's where sort of values reside. And strategy and action. And if you don't, if you can have all the strategy in the world but if you're not in action, it's meaningless. But and I think we've done a pretty good job here of trying to look forward and listen to our people you know that. You know and engage everybody who's in this firm, every lawyer who's in this firm, in the process. You sit around and think and you know somebody who's a first year associate today, 10 years from now, is if they're gonna, if they last through the experience, they're gonna be a partner here, and so we let them have influence over their own destiny, their own experience and what this firm is gonna look like for them 10 years from now. Chris Hanslik So, Like I said there's pivotal moments in organizations, right If they're going to survive, and this firm's now. I guess it's about to finish year 33. Let's talk about some of the things, when you look back, that you think in the moment we're innovative, we're pivotal to keeping the firm going in its independent state, and it has helped to get us where we sit today. Bill Boyar So several. I think the first one is our acceptance of technology. So early on, when we started, I had a very large client who let me do very large deals, international deals, that I was probably less prepared for than he was but was prepared for me to do, But I did it anyway. And I had one deal where I lived in the Regency Hotel in New York for two and a half months While I was up there and this is in 1991, while I was up there I connected with a lawyer who was part of our group And he was running his practice on a little Dell laptop computer And I was handwriting things on a yellow pad and faxing them to my assistant at Houston who was typing and then faxing back to me. And he's there on this computer And I'm like I've got to be able to do this. So I got the specs for his laptop, faxed them, Faxed them to Houston And if we looked at it today, it wouldn't be that small right Chunky. It was chunky. Yeah, it was chunky, but I had it drop shipped to me in New York And I'd work all day and teach myself how to operate that computer all night. And when I came back we finished the deal very successful. I gathered all of the lawyers in the firm in a room And I said see this One year from now, every one of you is going to be operating your practice on one of these or you won't be working here anymore. And I had one. That's a big moment. Yeah, that was a moment And one of my partners said I got a D in typing, it's not going to happen. And I laughed and I said well, you're going to have to learn how to pack, because that's the way we're going to do it. And we made the investment And it started a path for us that we were not leading edge but were right behind. We can't afford to be leading edge, but we've made tremendous investments in technology And we've continued to do that ever since. I guess the other thing I would say is in 2006, which I think was another watershed moment in our firm's history. We had 20 lawyers at the time, if you remember. We had 10 shareholders, 10 associates, the firm divided in perfect quadrants senior shareholders, junior shareholders, senior associates, junior associates And we set a 10-year vision for the firm, broke up in groups and it was amazing how consistent everybody's view was. 2006, and some of the critical things that came out of that work was in 10 years. We had to be in a new facility And the lesson I got out of it was we had to look at leadership succession. So we did a SWAT analysis, if you remember, and I was a strength, a weakness, an opportunity and a threat, right right. So I listened to that And we did a lot of work that culminated in this beautiful facility that we've now been in for seven years And you succeeding me as chairman of the firm. Chris Hanslik Yeah, i think I remember that meeting well and some of the other meetings we had, about everyone wanting to remain independent at the shareholder level and then doing the work at every level of the organization, and the input was consistent about being independent, investing in the future. One of the first things that needed to happen was leadership succession, and you, i think, took a huge moment. no reason to step aside, but put in place a plan to step aside by the time you were 60. And then we embarked on a couple years of trying to figure out who that person would be. Bill Boyar Well, we didn't spend a couple years figuring out who the person was. We spent a couple years executing. Yeah Well, look, i laugh to myself when I have friends of mine who are in their 70s, who are trying to run law firms And they're recruiting and hiring professionals who are 45 years, their junior, younger than their children. The real sort of wake up for me is when we started having my kids' friends come across as candidates And I've always been open door first name. We're all colleagues. There is some hierarchy because it's natural with experience, but I've tried to always try to break that hierarchy down. We're all a team, right, And you know, i just, i just knew that part of that that if you didn't study generational differences and then respond to those differences intelligently, that we were never gonna be a multi-generational firm. I could not do that. I could get this firm. I was chair for 20 years and I got it to a place where I thought I had exceeded my ability to drive it to the next level, and that's where you came along and you've done a phenomenal job with this firm since, which is now a dozen years. I guess It's crazy, but you know, people get entrenched in positions and it's about power. I've never felt like being chairman was the source of power for me. I always felt like trying to be a great lawyer was the source of power for me, and it still is to this day. So I never. This was not about I had to retain a title. It's why I don't have a title. I always felt like the. The ability to sort of sit in the middle generationally, be able to connect with the more senior generations and be able to connect with the more junior generations, is the sort of the perfect place to be in the leadership of any organization. And when you lose sight of that, you get myopic and you rely on sort of history versus being connected to the present. And I mean God knows. The changes we've experienced in the last five years, both generationally and socially, have been tremendous. Chris Hanslik No questions. You know there's gotta be a lot of organizations out there facing that challenge. Leaders out there in organizations, the challenge of succession. Do I do it? How do I do it? Maybe let's just talk a little bit about what that process looked like for you and in us, because, yeah, i was right there with you. It was very thoughtful and disciplined about how we went about that And it. I think the results would suggest it was executed. Thought out a great plan and executed beautifully, because it was a very seamless thing for our organization. Bill Boyar So that in 2006 I was 55. So that when we had that meeting I was 55. And it took me a little while to completely digest the message from that meeting. But the message was clearly that in 10 years from that moment there needed to be another leader. And as I thought about it, i determined that 60, 860 was the sort of the tip. That was the breakpoint that the leader of this organization and all of the leaders of this organization in each of the practice groups, needed to be younger than 60. So I counseled with some of my particularly with my friend at Conversant and talked about how best to think about this. And so at the next meeting of our shareholders, i asked the group who wants my job? And there were three of you. So we did a about a one-year program where I would ask each of you to read a particular book that I thought was reflective of my philosophy of business and leadership, and we'd go out to dinner and drink really nice wine and sit around and talk about and what was the learning and how did you apply it to the firm and the future of the firm. And you know, over a short period of time I realized that you were the logical person to take that on. So I went to the shareholders and said, chris, it's my choice, and you were unanimously endorsed. And so we created a role as vice chairman for a year where the promise was, and this was when I was closing in on 60. The promise was that by the end of that year, my responsibilities in running this firm would be transitioned to you, So that by the time I was no longer chairman and you were gentlemen that you would have been doing the job. And, as it worked out, the person who was our executive director made a decision to retire, had health issues, so you were able to then recruit your own partner in the operations, which turned out to be fantastic. So by the time it was time to make the move. Now the biggest challenge is I didn't go anywhere. Chris Hanslik Right, i was still there It was very unique. Bill Boyar Yeah, i wasn't going anywhere and we had to convince our team that Bill's not retiring. We had to also convince client base, the marketplace, our friends, that Bill wasn't retiring. But here's what I did do. I made you a promise that I would stay away for about six months, as much as I could, and let you sort of find your way, because it's different when you say you're going to be the leader and the day you wake up and you are the leader. And I think the first year was a little bumpy for me because I'd been running law firms for 30 years Even though I was sort of in denial that that was part of my identity. It obviously was. But I look back now it was one of the smartest business moves I've ever made. It freed me up to do other things, do a lot of work in the community, continue to grow my practice, be a better father, because I had more time. So it worked out really great And I think that I've counseled a lot of people on succession and it's hard to let go, but what the key to it is to build the foundation. And one thing I sort of love about the way you took it on is we talked about the name and agree it wouldn't change, and you embraced the culture of this place. You took on the mission as your own, the values as your own, and you've done nothing but build on what was there. I think the risk that people see in succession in organizations like this is that the next guy is going to come in and tear up all the work and bring their own. I've got my own ideas about what the culture should be and what the vision should be, and you didn't do that. You had a strong foundation and built on it, and that's where we are today. Chris Hanslik I get asked a lot of questions about that and did at the time. So one, they're retiring. Two, so your name's going on the door. And I'd say no. And as I experienced the culture and grew here, what I tell people, told them, then tell them today is, in our business any lawyer can have their name on the door. So there's nothing unique or special about that. I've always been a team player on teams my whole life. So being a part of a really well-known, high-functioning team is really cool and unique in my view, and to be able to have the opportunity and the privilege to be the leader of that team. So I was like I want to make that brand of Order Miller something special And if I'm known as the leader of that, that's more important than having my name on the door, because there's 80-something thousand licensed lawyers in Texas that make it each go out and hang a shingle. There's nothing unique about that. The other thing I think we've proven even though I think it's a little unique because you're right, most succession plans there's a retirement involved. We've proven you can do it without the retirement If everyone involved in those leadership roles stays focused on what's important and that's the health and well-being of the organization. Bill Boyar So I think if I had to point to one thing that made it work is the promise I made to you and to myself is that I would never contradict you in public, that I would bring to you my ideas, my concerns, whatever thoughts I had, and you could take them and do with them what you wanted. I don't think I've ever mandated anything, but I've never wanted to contradict you or take you on Shareholders meeting, lawyers meeting, how I talk about our relationship in the public, so that there's no question who's the boss, who's the chairman, who's the leader of the firm. And yeah, i think people respect what I've contributed over the last 33 years to this place and the contribution I made to the foundation. But I think there's no question about who's on first. Chris Hanslik Yeah Well, it's been great. The other thing I would add to that is in our transition. You're right that first year is almost a reverse transition. I was still learning, and always am, and there was transition for you not actually being the guy in that seat. But again, there may have been a little bumpy, but it wasn't anything that felt natural and it's proven itself, i think, so far to be successful. Bill Boyar Well, i will tell you, i made a liar out of a lot of people who doubted I could do it. Chris Hanslik I should have placed a bet. So I always like guests that have had the success like you've had and through failures and learning, And you get to, and I'll say this, and anybody that knows you know you. One of the things that drives you is the opportunity to work with entrepreneurs every day and make it their dreams happen. So what are two or three things that a listener out there that has just started a business or thinking about it, what are some of the nuggets of wisdom you'd say? keep this in mind as you start that journey, or if you're in that journey and you're questioning why. Bill Boyar I'd say so. I tell people all the time It's never too early to start thinking about the purpose for which you're doing this business and it's not making money. So what is the other, what's the real purpose? It's never too early to set standards of how you want your people to be, to treat each other. And it's never too early to dream big, think big and work backwards. I'm a sort of a classic reach out, look back, thinker, set the bar, the peg in the sand, whatever you want to call it. Look back to today and really think about what do I have to do? Too many young entrepreneurs just get up, put their clothes on and take one step forward, and another step forward, and another step forward, and it can be directionless and that can create a lot of dysfunction and failure. So it's never too early to try to actually have organizational hygiene. It's also never too early to figure out who you can get around the table, who has experience, who's been through what you're trying to go through, to coach you, counsel you. That's why organizations like YPO and EO and Vistage are so valuable, because you could find a place to have, you know, get counsel or coaching from people who have been there, who are trying, who have already accomplished what you're trying to do, or all who are similarly situated, experiencing the same challenges as you're challenging. Well, bill, this has been great. Chris Hanslik You know. Love the story. Knew most of it, you know, but just love that giving you the opportunity to be able to tell it so everyone else can hear it. So let's wrap up on some personal things. What was your first job? Bill Boyar So my first real job other than catting, when I was a kid, my first real job was working in summers in residential construction. I did sheathing and roofing for houses on a non-union crew. I did it, you know, for four summers, made my way from the guy on the ground hoisting up the four by eight to the guy up on the first story, pulling him up to the guy on the roof, laying him to the guy on the roof, being the supervisor and the hammer, until it rained one day and I'd slid off the second story of a roof. And the next summer I was on a landscaping crew. Chris Hanslik Literally boots on the ground. Bill Boyar Yeah, and I've stayed on the ground since Wisely All right. Chris Hanslik Famous question Tex-Max or barbecue? Oh, Tex-Max, Yeah, you raised the kids at Nifas, right? Bill Boyar Well, you know, i got engaged at Nifas. I celebrated every birthday there, you know, between Nifas and El Tiempo, it's yeah, i love it If you could take a 30-day sabbatical. Chris Hanslik Where would you go? what would you do? Bill Boyar You know, I knew you were going to ask me this question because I listened to all your podcasts and I think I would probably go hang out in Italy. Chris Hanslik That's a pretty popular question or answer, excuse me, i mean and it sounded like to split it They say maybe two there, two somewhere else. Bill Boyar You know, so much of my travel is three days here or four days there or a week there, but it's never really immersed. I went to school in Wales my junior year in college and I really immersed. I didn't do the year-rail pass and go to every country I could go to. I actually spent a year in the UK and in Wales and something that you know a mini version of immersion is really sounds great to me, but I got a boss who won't let me leave for 30 days. Chris Hanslik I'll see if I can talk to him about that. Bill, this has been wonderful. Thanks for telling your story, Thanks for being the kind of milestone marker for us at the 50th episode. I think we've you know, hopefully proven and validated this concept and that the listeners enjoy the content. Bill Boyar So it's a pleasure to be on this and I'm proud of what you've done with this. Thank you, Thank you. Special Guest: Bill Boyar.
Jonathan Boyar, President of Boyar Research and host of The World According To Boyar podcast, joins Julia La Roche on episode 63 to share how he's finding value during uncertain times. During this episode, Boyar shares some of the opportunities he's finding on an individual company level when looking under the hood of the markets. 0:00 Intro 0:51 Looking for intrinsically undervalued stocks 2:06 Evolution of value investing 3:35 Dislike of the term “value investing” 4:25 Lesson of patience 6:28 Big picture is important but it's not critical to our investment 6:58 Make decisions on each individual company 7:24 What investors should be focused on 8:00 Does the macro matter? 9:04 Steve Einhorn, Leon Cooperman 9:55 Banking crisis and opportunity in the big money center banks 11:04 You're never going to catch the bottom, but there are attractive entry points 12:01 Catalysts for upside in banking 12:25 Markets are being driven by fear and emotion 13:11 Nibbling on stocks 14:00 Psychology to stick through tougher times 15:00 Be humble know when you're wrong 15:50 Market outlook is cloudy 16:44 Opportunities in microcap stocks 17:09 Return to stock-picking? 17:47 Top Golf, MSG Sports, Big Banks 18:20 Importance of reading 19:01 Top Golf is a “growth stock at a value price” 21:40 Big banks for those who are “brave” 22:23 MSG Sports “special situations” thesis 28:25 The “Forgotten 40” and favorite ideas 31:41 What would provide more clarity 32:00 Long-term view 33:20 Regional banks
The Interview Discusses: The rise and fall of GE.What could have been done to save General Electric.Who is to blame for GE's demise.His in-depth interviews with both Jack Welch and Jeff Immelt. The fundamental error that Jack Welch made that tarnished his legacy.How GE capital almost filed for bankruptcy during the financial crisis.What Disney can learn from GE's succession issues.The mistake GE made by selling NBC Universal to Comcast (and one thing about the deal you probably never knew).His latest media venture called Puck.And much more…William D. Cohan, a former senior Wall Street M&A investment banker for 17 years at Lazard Frères & Co., Merrill Lynch and JPMorganChase, is the New York Times bestselling author of three non-fiction narratives about Wall Street: Money and Power. His new book Power Failure: The Rise and Fall of an American Icon, about the rise and fall of GE, once the world's most powerful, valuable and important company, was published in November 2022 by Penguin Random House. He is a founding partner of Puck, a digital publication owned and operated by journalists, and a writer-at-large for Air Mail. For 13 years, he was a special correspondent at Vanity Fair. The Boyar Value Group's mission is to search for value on behalf of our clients. Since 1975, the Boyar family of companies has been relentlessly focused on discovering value for our clients. For more than four decades we have navigated through fads, gimmicks and market volatility. Utilizing value investing to try to create and preserve wealth has and always will be our sole focus. Our experienced team of analysts looks for diamonds in the rough, companies passed over by the rest of the investment community, but whose true value, in our opinion, significantly exceeds their current stock price. In essence, we are trying to buy a dollar for fifty cents. To find out more about the Boyar Value Group, please visit www.boyarvaluegroup.com
The Interview Discusses:How he turned around Callaway's traditional business.How “off course” golf is now larger than “on course” golf.How Topgolf is increasing participation in traditional golf.The economics behind a Topgolf location and why scale matters.Why he does not believe a rising interest rate environment will impact the expansion of TopGolf.How he had the confidence to “bet the company” and purchase Topgolf in 2020 (during the throes of Covid).The significant opportunity they have with Toptracer.His thoughts on the current valuation of Topgolf Callaway Brands.To request a copy of our report on Topgolf Callaway Brands that appeared in the recently released Boyar's Forgotten Forty, please click here. Boyar's Forgotten Forty 2023 edition is now available for purchase for $3,995. Click here to purchase now and receive our newly released February 2023 issue as a bonus. About The Forgotten Forty Every December, for almost three decades, Boyar Research publishes The Forgotten Forty, which features one-page reports on the forty companies that we believe have the greatest potential to outperform the leading indices in the year ahead due to a catalyst that we see on the horizon.
The Interview Discusses: The secret to success in the investment business.His investment thesis on both Home Depot & Diageo.Why investing through the covid crisis was harder than investing through the financial crisis. How covid has impacted Markel's insurance operations.His thoughts on Berkshire Hathaway investing in Markel.His observations of Warren Buffett as a fellow board member at The Washington Post.How Markel decides whether to invest in private companies through Markel Ventures or in public securities.Why he thinks it is possible for Markel Ventures to one day be larger than Markel's equity portfolio.Why most investors who tried to use insurance operations as funding mechanisms have failed.How he decides to add to existing equity positions.The advantages of having low turnover in his equity portfolio that most investors do not appreciate.His thoughts on when it is appropriate to use leverage.Markel's capital allocation priorities.His thoughts on the cable industry...For more information on the 2023 Markel Shareholders Meeting, please visit www.MarkelShareholdersMeeting.comFor any questions or to ask a copy of the Markel report, please email us at boyarresearch@boyarvaluegroup.com.Boyar's Forgotten Forty 2023 edition is now available for pre-order and we are offering a special early discount of $500. Click here to purchase now and receive your $500 in savings! You'll also receive the following two special bonus issues: October and November 2022 (over $5,000 of additional value).About The Forgotten Forty Every December, for almost three decades, Boyar Research publishes The Forgotten Forty, which features one-page reports on the forty companies that we believe have the greatest potential to outperform the leading indices in the year ahead due to a catalyst that we see on the horizon.
In this episode, I interview Mert Can Boyar, Director of Privacy Innovation Lab at Bilgi University and Founder of privacy tech company, Verilogy. Mert walks us through his creative approach to educating on core privacy engineering concepts, particularly through the lens of storytelling, visual art & music. He also shares his vision & mission behind his passion project, “The Hitchhiker's Guide to Privacy Engineering."---------Thank you to our sponsor, Privado, the developer-friendly privacy platform---------Mert tells his "origin story" and dives into how he ended up in privacy and data protection. He highlights the thread of art & entrepreneurship throughout his career, which has taken him from musician to lawyer to start-up founder, and now educator. Privacy Innovation Lab is a multi-stakeholder hub for privacy innovation. Mert highlights exciting projects that his students are working on, including an assessment tool to help practitioners build fair & lawful AI models and new tech in the self-sovereign identity (SSI) space. While working at the lab, Mert came up with a “creative privacy" strategy, which he uses to inspire young minds about privacy engineering. In this episode, he takes us behind-the-scenes of his comic book project that's meant to educate people who want to understand how modern software and data processing technologies function. ---------Listen to the episode on Apple Podcasts, Spotify, iHeartRadio, or on your favorite podcast platform.---------Topics Covered:What initially sparked Mert's interest in data and privacy protection How Mert uses his multifaceted & creative skillsets to bridge knowledge gaps between privacy law & engineeringVerilogy's open source database tool that automates and streamlines the work that Mert was doing as a privacy lawyer Fascinating projects underway at Privacy Innovation Lab What Mert hopes to achieve with The Hitchhiker's Guide to Privacy EngineeringResources Mentioned:Learn more about Privacy Innovation LabSubscribe on LinkedIn to The Hitchhiker's Guide to Privacy EngineeringRead about Verilogy Guest Info:Follow Mert on LinkedIn Contact Mert at Privacy Innovation Lab: mertcan.boyar@bilgi.edu.tr Privado.ai Privacy assurance at the speed of product development. Get instant visibility w/ privacy code scans.Shifting Privacy Left Media Where privacy engineers gather, share, & learnBuzzsprout - Launch your podcast Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Copyright © 2022 - 2024 Principled LLC. All rights reserved.
Join our Patreon. https://patreon.com/25ANDOVERCLUB?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creatorFollow the host on Instagram:Billy: @billy.thebadguy Renay: @renayproppaPodcast Page @25andoverclub.And @25andoverclub on TwitterMAKE SURE YOU DM US AND SAY HISupport the show
"Osmanlı'nın torunlarıyız", çok yaygın bir söylem. Ancak biraz zahmetsiz ecdad sahibi olmuş olabilir miyiz? Padişahlar, seferler, sınırlar, saraylar bir yana Osmanlı İmparatorluğu'ndaki toplumsal yaşam hakkında ne kadar bilgi sahibiyiz?Bu bölümde konu Osmanlı, Osmanlı İstanbul'unda toplumsal yaşam ve konuğum ODTÜ Uluslararası İlişkiler Bölümü bölüm başkanı, öğretim üyesi ve yazar Prof. Dr. Ebru Boyar.Ebru Boyar'la Samsun Anadolu Lisesi'yle başlayan, ODTÜ ve Cambridge'le devam eden eğitim hayatından, önce diplomat sonra akademisyen olmak isterken tarihçiliğe uzanan yaşamından konuştuk.Ama daha çok Osmanlı İstanbul'unda toplumsal yaşamdan söz açtık..."Osmanlı İstanbul'unda... Padişah ile halkın ilişkisi nasıldı?İstanbul'un sınırları neresiydi, doğası, evleri nasıldı?Halk nasıl eğlenir, ne yer ne içer, nasıl giyinir, neler seyrederdi?Kadın, erkek, çocuk ve hayvanların konumları neydi?Padişahlar nelerden çekinirdi? Değişimler nasıl olurdu? Osmanlı uzun yıllar kendini nasıl bu kadar sürdürebildi?"Dinleyin; çok güzel bölüm, Osmanlı toplumunu daha iyi tanırken "Nasıl tarihçi olunur?" sorusuna yanıt da bulacaksınız.
Jon Boyar returns to the podcast to talk about his investment thesis for MSGS and MSGE, including why he thinks investors are underrating James Dolan and just how wide their discount to asset value has become.You can find more on the Fresh Looks here: https://boyarresearch.myshopify.com/products/2022-opportunity-issue-edition-with-bonus-content?utm_content=216760092&utm_medium=social&utm_source=twitter&hss_channel=tw-963533512887406593Chapters0:00 Intro3:45 MSG History8:10 Do the Dolan's actually create value for minority shareholders?13:15 MSGS SOTP15:55 Can someone actually write a check for the Knicks21:15 What happens when the NBA rights renew?24:20 Could the Knicks and Rangers backstop a new Garden at some point?29:30 MSGE spin overview31:10 Why not do a full spin at MSGE?33:20 MSGE bull thesis (SOTP) versus bear thesis (Sphere)37:00 How bad was the MSGN deal40:15 Sports betting47:00 What are the Rockettes worth?49:20 Will James Dolan actually sell the team?53:30 Please don't trade for Donovan Mitchell
With so many scary things happening in the world today, it's easy to understand why kids are struggling with anxiety. On this episode, Dr. Amy and Teri interview licensed mental health counselor, Stacie Boyar, LMHC, MS Ed, who shares tips and specific strategies for managing anxiety. She's uniquely qualified to give advice on this topic as a therapist in Parkland, FL who worked with teens from the Stoneman Douglas high school shooting. We talk about effective therapies for anxiety like CBT and EMDR and also learn at-home breathing and grounding techniques that we AND our kids can use whenever we're feeling stressed or anxious about anything at all. Join us for this fantastic conversation with the author of You're Not the Boss of Me, a book for teens on conquering anxiety. Find us at BrainyMoms.co and on social media @TheBrainyMomsLearn more from our guest, Stacie Boyar, at Namastacie.netDownload Stacie's guided grounding and breathing exercises at https://anchor.fm/stacie34
This week, New York Times columnist and Slate graduate Jamelle Bouie fills in for Julia as the panel begins by answering the call of The Black Phone. Then, the panel digs into FX's newest hit TV show The Bear. Finally, they discuss the perplexing and popular world of gross food trends on TikTok. In Slate Plus, the panel discusses culture's relationship to politics and affecting an audience. Email us at culturefest@slate.com. Endorsements Dana: Peter Brook the legendary theater director passed away last week, in memoriam of him: going on a Peter Brook deep dive. Specifically: a 2001 documentary titled Brook by Brook: An Intimate Portrait directed by his son, Simon Brook, and a YouTube video of a complete production of Hamlet Brook directed starring Adrian Lester as the titular prince. Jamelle: The Criterion Channel's new collection, titled In the Ring: Boxing On-Screen, comprising 16 boxing-related films. Specifically: the 1942 film Gentleman Jim directed by Raoul Walsh and starring Errol Flynn. Steve: An involving read from Yale historian Timothy Snyder, titled “Germans have been involved in the war, chiefly on the wrong side:” a long, extensive, beautifully calm, excellently argued rejoinder to Jürgen Habermas, the German Philosopher widely regarded as the only remaining living embodiment of European Enlightenment. Podcast production by Cameron Drews. Production assistance by Nadira Goffe. Outro music is "Pike Place Market" by Rockin' for Decades. Slate Plus members get ad-free podcasts, a bonus segment in each episode of the Culture Gabfest, full access to Slate's journalism on Slate.com, and more. Sign up now at slate.com/cultureplus. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, New York Times columnist and Slate graduate Jamelle Bouie fills in for Julia as the panel begins by answering the call of The Black Phone. Then, the panel digs into FX's newest hit TV show The Bear. Finally, they discuss the perplexing and popular world of gross food trends on TikTok. In Slate Plus, the panel discusses culture's relationship to politics and affecting an audience. Email us at culturefest@slate.com. Endorsements Dana: Peter Brook the legendary theater director passed away last week, in memoriam of him: going on a Peter Brook deep dive. Specifically: a 2001 documentary titled Brook by Brook: An Intimate Portrait directed by his son, Simon Brook, and a YouTube video of a complete production of Hamlet Brook directed starring Adrian Lester as the titular prince. Jamelle: The Criterion Channel's new collection, titled In the Ring: Boxing On-Screen, comprising 16 boxing-related films. Specifically: the 1942 film Gentleman Jim directed by Raoul Walsh and starring Errol Flynn. Steve: An involving read from Yale historian Timothy Snyder, titled “Germans have been involved in the war, chiefly on the wrong side:” a long, extensive, beautifully calm, excellently argued rejoinder to Jürgen Habermas, the German Philosopher widely regarded as the only remaining living embodiment of European Enlightenment. Podcast production by Cameron Drews. Production assistance by Nadira Goffe. Outro music is "Pike Place Market" by Rockin' for Decades. Slate Plus members get ad-free podcasts, a bonus segment in each episode of the Culture Gabfest, full access to Slate's journalism on Slate.com, and more. Sign up now at slate.com/cultureplus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Go find tons of cool gear and support the show at our storefront. Make sure to fill out our listener survey! While I'm out on summer break, I wanted to reshare this great episode from earlier this year for you all to enjoy! This episode is with Mentor Collective Co-Founder & CEO, Jackson Boyar. We explore the impact of scalable, structured mentoring programs for college students. We'll be back with new episodes starting on August 3rd. Subscribe and listen via Apple Podcasts, Stitcher, or Spotify. Find the full show notes at higheredgeek.com/podcast --- Music by pond5.com
People are falling, jumping and escaping from cruise ships at an alarming rate! Bryan and Krissy discuss how one might be retrieved from a fall like this...hint: you probably can't be retrieved! Bryan wonders if the food drove these people to jump. Then, Bryan tells Krissy about his "go-to" cooking skills...hint: he has none! Finally, the gang decide to get some cooking help from only chef they trust..Frankie Chef Boyar-B! Learn more about your ad choices. Visit megaphone.fm/adchoices
Innovating the legal industry is not an easy task, and requires a vision, conviction and perseverance. But what does this look like in practice, and how do you pick yourself up when you face obstacles along the way? Check out the latest episode of the LegalTech Startup Spotlight subseries of The Law of Tech Podcast with Mert Can Boyar - founder and CEO at Verilogy - to find out more! In this episode we talk more about Mert's professional journey and the story behind Verilogy, and delve deeper into some of the current gaps and opportunities in the privacy space. Take a listen to the podcast episode on your podcast platform of preference!
What Will Happen to Apple? Two Gurus Answer Questions About Why They Own It
Jonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented strategy since 1983. Mark Boyar began publishing independent equity research on intrinsically undervalued companies in 1975. This led to the establishment of Boyar Asset Management, a Registered Investment Advisor, in 1983. True to Mark's vision, Boyar Asset Management specializes in investing in the equity securities of intrinsically undervalued companies. We define intrinsic value as the amount that would be paid to stockholders if a business were liquidated or sold. Boyar Asset Management evaluates a corporation in the same manner as a private equity buyer would. Our analysis of financial statements is driven by economic reality, not generally accepted accounting principles (GAAP). We believe that if we purchase assets at significant discounts to their intrinsic or private market value, over a reasonable period of time the stock market will either reflect the true higher value of those assets or our clients may profit when the assets are acquired by a third party. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/zDqqT-PB2J4
What Will Happen to Apple? Two Gurus Answer Questions About Why They Own It
Jonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented strategy since 1983. Mark Boyar began publishing independent equity research on intrinsically undervalued companies in 1975. This led to the establishment of Boyar Asset Management, a Registered Investment Advisor, in 1983. True to Mark's vision, Boyar Asset Management specializes in investing in the equity securities of intrinsically undervalued companies. We define intrinsic value as the amount that would be paid to stockholders if a business were liquidated or sold. Boyar Asset Management evaluates a corporation in the same manner as a private equity buyer would. Our analysis of financial statements is driven by economic reality, not generally accepted accounting principles (GAAP). We believe that if we purchase assets at significant discounts to their intrinsic or private market value, over a reasonable period of time the stock market will either reflect the true higher value of those assets or our clients may profit when the assets are acquired by a third party. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/Jqokd1QsTQo
Trauma can come in many forms--oftentimes we think that something horrific has to happen for it to be categorized as trauma or to feel validated in suffering from PTSD as a result. While more extreme situations and events can certainly cause trauma, there are a wide variety of other factors involved that can cause trauma in the body, mind, and spirit. In this episode, I chat with mental health counselor Stacie Boyar about just this, including:The definitions of trauma, how triggers show up in our day to day lives, and how to navigate them Debunking the concept that something has to be "wrong" in order to seek out therapyThe value of EMDR and therapy in general and how it can help us heal Self-care techniques to keep our physical, mental, and spiritual hygiene at an optimally healthy place!Get in Touch with Stacie:Website: www.namastacie.netIG: @namastacie_boyarPodcast: Namastacie
In this week's episode, we got to sit down with Adam Boyar! Adam's wisdom and experience is undeniable. What he's decided to do with that information is to take a leap that not many would have. His daring mentality has paid off in a very special way, and he was nice enough to share that whole story with us. We want to thank our returning sponsors as well as the new ones, Downtown Vista, YourInsurancePlace.com, StarFox Media, North County Daily Star, and Cross Roots Juice. We appreciate your support! Executive Produced by A Different Day Radio. Thanks to James Russell on audio production and StarFox Media on video production, . Please follow us on Instagram @samebizpod, Twitter @samebizpod, and you can also watch our podcasts on YouTube. Email us for advertising at samebizpod@gmail.com. --- Support this podcast: https://anchor.fm/samebizpod/support
Life is a journey filled with ups and downs, challenges, and quests. Our negative thoughts combined with our insecurities can grow into anxiety. How can we bring balance to our inner world? In this episode I chat with Stacie Boyar of, Namastacie, to chat about creating inner calm. Connect with Stacie www.namastacie.net Stacie's podcast can be found here: https://www.namastacie.net/blank-page-4 Your support of The Roller Coaster is always appreciated, please make sure to SUBSCRIBE! If you REALLY like what you hear, leave a comment, and share it with your friends! You can find me on: www.therollercoaster.com Facebook @therollercoasterpodcast Instagram @the_roller_coaster_podcast Remember to also follow Necture Growth Network on Instagram @necturegrowth Thanks for joining me today and until next time I'm sending my virtually distant hugs!
In this week's episode, I'm joined by the amazing Stacie Boyar! Stacie is a licensed psychotherapist in private practice, but she's currently exclusively doing telehealth due to COVID-19. Stacie is also the host of the Namastacie podcast (such a cool name!).In this episode, we're discussing such topics as depression due to COVID-19 and self-isolation & the importance of meditation. We'll talk about what is visualisation and how we can use it to our benefit and we're also going to be talking about mindfulness techniques that can help prevent anxiety attacks.Listen to the episode and let me know what you think!Pauline x---About Stacie: InstagramNamastacie website & podcast---MENTIONED:⇢ Get a FREE printable planner bundle - bit.ly/mctplanner⇢ CREATE your own podcast with Buzzsprout! - bit.ly/3aid79Q⇢ What I use for podcasting & my recommendations - http://bit.ly/mctgear⇢ Get my Young Adult novel on Amazon (e-book & print editions available) - https://amzn.to/35TIcQF⇢ My Etsy shop - http://etsy.me/3roKT4X⇢ USEFUL LINKS & INFO: linktr.ee/morningcoffeetalksPLATFORMS I USE & LOVE:⇢ Buzzsprout (podcasting) -Get a $20 Amazon gift card when you sign up! - https://bit.ly/3aid79Q⇢ MailChimp (email marketing) - Get $30 in credits when you sign up! - http://eepurl.com/hqZCOf⇢ Trello (content management) - http://bit.ly/mcttrello⇢ Planoly (social media planner) - http://bit.ly/mctplanolyWHERE TO FIND ME:⇢ YouTube - http://bit.ly/3pI0SK2⇢ Instagram - https://bit.ly/34DyeBC⇢ Twitter - https://bit.ly/3cu3cit⇢ Email Me: morningcoffeetalks@gmail.com---Morning Coffee Talks podcast is all about mental health, self-love, body image, reaching your goals, and advice on how to become a better self with each passing day. Relatable talks over your morning cup of coffee☕ Hosted by Pauline Sushko (@plnsushko), a published young adult author, marketing wiz, and blogger. For more, head to @morningcoffeetalkspodcast on Instagram! Don't hesitate to leave ideas in the comments of what you'd like to hear me talk about in the future! I'd absolutely love for you to become a part of our beautiful community. Thank you so much for listening and until next time!--- Send in a voice message: https://anchor.fm/morning-coffee-talks/messageSupport the show
Excited for Total War Warhammer 3? Then take a trip the northern most nation of the Old World with this episode of the Wargames Orchard. Kislev is a land rich in history, culture, and the odd bear fighting mad man! Learn all all about the hardy people of Kislev, their powerful Ice Queen, and her incredible powers. Visit the three great Kislev cities and find out what happens to life in the aftermath of a Chaos invasion. Then take a stroll through time as we examine the tabletop rules of Tzarina Katarin and her father Tzar Boris the Red!
In this follow up to episode 008: I'm Anxious About Travelling Amidst COVID-19, Christopher speaks with Stacie Boyar LMHC, MSed a licensed Psychotherapist from South Florida about travelling, anxiety and COVID-19. They discuss some of the things that made the guests from the previous episode anxious as well as other common anxieties around travel. Stacie gives some amazing techniques and strategies that will help calm your mind throughout the whole travel experience. About The Guest(s) Stacie Boyar is a Licensed Therapist in the Coral Springs/Parkland area, and she loves to help her clients on their journey toward healing and self-discovery. She provides clients with a wide range of psychological services. Website: http://www.namastacie.net Podcast: Namastacie Resources. Tips & Tricks: Trip Planning: 99% of what we worry about never happens Anxiety comes from thinking of the unknown Be mindful and be in the moment If you plan too much you may not enjoy any of it If you have a fear of missing out (FOMO) Question where that comes from - is it because of social media? Practice god Social Media Hygiene Cut back on social media Make a list when packing to prevent over packing COVID-19 Make a list of all the things you need to bring with regards to COVID-19 and leave in your carry-on (Extra Masks, Spay Hand Sanitizer, Gel Hand sanitizer, alcohol wipes etc.) Remember to check the amounts allowed on the plane (ie 50ml) Airports & Flying: Airports: You can't control or change other people and their behaviour but you can control yourself. Most people get anxious when they need to rush. So give yourself a lot of time. Especially at airports as anything can happen. In crowded airports or stressful situations like on the plane, use Deep Breathing techniques. Be careful not to use short shallow breaths as that will make you feel worse. Take long deep breaths - breath in from your nose slowly, pushing it out to your stomach, holding it then releasing it through pierced lips. Practise deep breathing all the time. Before a trip, before sleep when you wake up in the morning etc Grounding - Using your 5 senses to bring you back in the present. In your immediate Souroundings find 5 Things You Can See, 4 Things You Can Smell, 3 Things You Can Hear, 2 Things You Can Touch 1 Thing You Can Taste Muscle Relaxation can help with sleeping. Tighten and release the muscles in your body starting from your feet. Comfort Objects - Something you can hold in your hand that you can keep in your pocket. Instead of focusing on the stressful situation, you direct your attention to the comfort object. Feel its shape, its temperature, its texture. Flying: Cognitive Behavioural Therapy Ask yourself what is the worst that can happen then apply logic to debunk those thoughts (ie: plane crashing VS how ofter to planes actually crash. Save treats, movies or books that you've been putting off specifically for the flight. Do something you love while going through things you hate. Safe Space - Takes practice but visualize a place you've been to or seen and try to imagine yourself there. Use your senses to really try to bring yourself to that place. Turbulence doesn't usually make a plane crash For every negative think of three positives Exposure Therapy Pay attention to the flight attendants. If they are calm then it might help to keep you calm Destination: Try to look at all the negative experiences as part of the overall travel experience - They become the stories you tell the most Plan as much as you you can but be prepared for things to not go as planned Get travel insurance and medical insurance it will help ease the mind. Related Blog Posts, Podcast Episodes & Books: 7 Symptoms of Poor Social Media Hygiene - Entrepreneur Digital hygiene: 8 social media habits to quit for your mental health today - Firstpost Sponsors: Toronto Bloggers Collective (Toronto Based Facebook Group)Website | Facebook Group GPSmyCityBlog Post & App Articles Standard LuggageBlog Post | Buy Now SquadCast - Tool for recording remote podcast interviewsWebsite
Jonathan Boyar, principal at Boyar Value Group, joins the podcast to discuss the merits of investing in the public equity of professional sports teams. Boyar is specifically bullish on the Liberty Braves Group (NASDAQ: BATRA), a tracking stock that consists of the Atlanta Braves Major League Baseball team and real estate development. Content Segments (Spotify users can click on the timestamp to link to the segment directly): Sports teams as investments and two that have the guest's attention at present (3:34); Liberty Braves discussion (5:50); Why now? "You're at a point of maximum pessimism," with MLB specifically (8:24); The opportunity brought by sports gambling (14:06); Background on the guest (16:38); The Boyar Value Group's investing style (19:15) and recent purchase of Twitter (20:50); The makeup of the firm's portfolio and how it deviates from the S&P 500 (24:22); The opportunity with Hanesbrands (26:40). For more information on the guest: Website: BoyarValueGroup.com Twitter: @BoyarValue Video of presentation at Contrarian Investor Virtual Conference No. 2 Not intended as investment advice.
Catherine Sidman Hosts Kyle Boyar, Field Applications Scientist with Medicinal Genomics. Follow us on social or visit www.canna-today.com for more.Support the show (http://www.canna-today.com)
On this week's episode of The One Piece Podcast we go through a Manga Recap for Chapter 824, "Playing Pirates" with the translator for One Piece in Weekly Shonen Jump columnist Stephen Paul, YouTube sensation RogersBase, and Editor-in-Chief Erin. Anime News Network and One Piece Podcast editorial writer Sam Leach takes us through our Anime Recap for Episode 738 and even some go through and Piece Together! 0:00:00 Introduction 0:06:06 Manga Recap: Episode 824 1:09:20 Anime Recap: Chapter 738 1:34:42 Piece Together 3:02:10 To Be Continued Subscribe to us on iTunes! Subscribe on GooglePlay! The One Piece manga is off next week! We'll see you next week with Episode 416 and a recap of One Piece Volume 81 and Episode 739! We are MAJI!!