@MapfreSeptember was a month that most investors would like to forget, with the S&P 500 down 9.34%, the NASDAQ 100 declining by 10.6%, and the Russell 2000 falling by 9.73%. Global investors were not spared, either, with the FTSE 100 down 5.23%, the Euro Stoxx 50...
Yet Mark and Jon Boyar — respectively, the founder, and a principal — of Boyar Value Group, aren’t wasting time debating bear or bull, recession or no.
With the summer coming to an end, meetings and releases of macroeconomic data on both sides of the Atlantic are again the main focus.
Thursday at 11:59 pm is the deadline for professional soccer clubs in Spain to sign new players. That means it’s a good time to ask ourselves whether we, as investors, could learn something from athletic directors and vice versa.
There are many ways to approach value investing. One, according to Boyar Value Group CEO Jonathan Boyar, is through the search for high-quality companies that “sell at a significant discount to what a buyer pays and have a catalyst for capital appreciation.”
For investors, spinoffs—turning a division into a publicly traded company by issuing newly created stock—can unlock value.
Bad news travels fast. The events of the past week are not giving investors much to be cheerful about: from sky-high inflation (breaking records in the USA and the Eurozone), to expected interest rate hikes in Europe.
Spanish sports have enormous potential for attracting international capital. However, investment in the industry is still small in comparison with other European countries, and there is still much work to be done.
MAPFRE AM had a good year in 2021. The insurance group fund manager reported net earnings of 36 million euros in 2021, up 24% on the previous year.