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Season 2, Episode 20: The Case for Investing in Sports Teams, With Jonathan Boyar

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, BATRK), a tracking stock that consists of the Atlanta Braves Major League Baseball team and real estate development. 

Content Segments:

  • 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:

Not intended as investment advice.

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Season 2, Episode 17: Finding ‘Disruptive Ideas’ In Autos, Media, Telecoms

With Vitaliy Katsenelson, author of ContrarianEdge.com

Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis on automakers.

That industry has been disrupted by the entrance of Tesla. Other industries face a similar fate and Katsenelson discusses some of the winners and losers that can be expected to emerge.

Content Segments

  • The automotive industry faces an “unstoppable” tsunami and Tesla is at the forefront (1:58)
  • Tesla as “iphone”-type disrupter (7:27)
  • What other companies are exciting? Recent investment Twitter (14:12)
  • Value versus growth: Knowledge is cumulative (16:07)
  • Background on the guest (22:08)
  • Views on coronavirus (28:39)
  • Makeup of the portfolio and one notable recent addition (33:58)

Quick Highlights From Our YouTube Channel

For More Information on the Guest:

Not intended as investment advice.

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