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The World According to Boyar
31 minutes | Jun 8, 2021
Ryan Serhant, CEO and Founder of Serhant on the NYC real estate market, potential technological disruption in the real estate brokerage industry, his firm Serhant, Jolie at 77 Greenwich and more.
The Interview Discusses: The state of the NYC real estate market and why he believes it will quickly become a seller’s market.Areas outside of NYC where he is currently finding compelling long-term investment opportunities.His firm Serhant which he launched in the beginning of the pandemic.The process he takes when branding properties including Jolie located at 77 Greenwich Street.Potential technological disruption in the real estate brokerage industry.How he leveraged his fame from The Million Dollar Listing show to become one of the country’s most successful real estate brokers.How he utilizes social media to successfully market properties.
36 minutes | May 25, 2021
IAC CEO Joey Levin on why his company took a 12% stake in MGM, which companies within IAC he is most excited about, lessons learned from working with Barry Diller, and how he approaches capital allocation.
The Interview Discusses: Lessons learned from working with media mogul Barry Diller. Why they decided to take a 12% stake in casino giant MGM.Which businesses within the IAC portfolio he is most excited about.How he approaches capital allocation at IAC.Which stage he believes Angi is at in their fixed priced transformation.Why he believes Angi’ s “take rate” will increase with time.IAC’s major competitive advantage.Why he believes Care.com is a major opportunity for IAC.
37 minutes | Mar 4, 2021
Legendary investor Leon Cooperman on asset allocation, interest rates, Berkshire Hathaway, and where he is currently finding value in the stock market
The Interview Discusses: How his investment strategy has evolved since retiring from managing money professionally.His thoughts on asset allocation. Which areas of the stock market he is currently finding value in.How to invest in a potentially rising interest rate environment.His sell discipline when investing in equities.
38 minutes | Jan 19, 2021
The World According To Boyar - Episode 18: David Zaslav
Biography:As President and CEO, David Zaslav sets the strategy and oversees all operations for Discovery’s global suite of brands across pay-TV, free-to-air, direct-to-consumer and other digital platforms. Under his leadership, Discovery began trading as a public company in 2008 and became a Fortune 500 company in 2014. More recently under Zaslav, Discovery acquired Scripps Networks Interactive, in a transaction which closed in 2018. The new Discovery comprises nearly 20% of ad-supported pay-TV viewership in the U.S. and nearly 7 billion monthly video views, making it #1 pay-TV portfolio in the U.S. Since Zaslav took the helm, Discovery has launched some of the fastest-growing cable networks in the U.S., including Investigation Discovery, a leading network for women in total day delivery; and OWN: Oprah Winfrey Network, a top network for African American women. Under his leadership, Discovery networks have hit numerous milestones, with TLC breaking all cable viewing trends and recording its most-watched year ever in primetime for 2020. Brands including HGTV, Food Network, TLC and ID regularly rank among the most-popular networks for their core demo of female viewers. The company’s global distribution platform has, under Zaslav’s leadership, expanded to 3 billion cumulative worldwide viewers with a diverse set of brands, creating an unmatched international portfolio for viewers, advertisers and distributors. Zaslav has diversified Discovery’s content offering with investments such as Discovery Kids in Latin America, the leading preschool network across the region. Discovery has further strengthened its presence in key international markets through numerous transactions including the acquisition of Eurosport, which led to the groundbreaking agreement with the International Olympic Committee making Discovery and Eurosport the home of the Olympic Games across Europe through 2024.The Interview Discusses: · How he helped launch CNBC.· What it was like working in the cable industry when it finally started to gain popularity.· David’s views on the current media landscape and where he believes there could be consolidation.· His thoughts on how content will be bundled in the future.· David’s thoughts on the current multiples for content companies and why Netflix and Disney have been able to garner premium multiples. · What it was like working with Jack Welch, John Malone, and the Dolan family.· And much more…
34 minutes | Dec 9, 2020
Michael Santoli, Senior Markets commentator at CNBC on how he has used his experience covering 9/11 and has applied that to Covid-19. He also discusses the importance of Twitter in journalism.
The Interview Discusses: Michael’s fascinating career from being a columnist and feature writer at Barron’s to becoming a Senior Markets Commentator on CNBC. The importance of Twitter as a tool for journalists. Michael’s famous source, ‘the mystery broker’. How Michael has used his experience covering 9/11 and has applied that to Covid-19.His thoughts on the possible rotation from growth to value in the equity markets.Biography:Michael Santoli joined CNBC in October 2015 as a Senior Markets Commentator, based at the network’s Global Headquarters in Englewood Cliffs, N.J. Previously, Santoli was a Senior Columnist at Yahoo Finance, where he wrote analysis and commentary on the stock market, corporate news and the economy. He also appeared on Yahoo Finance video programs, where he offered insights on the most important business stories of the day, and was a regular contributor to CNBC and other networks.Santoli has covered the Wall Street beat for more than 20 years. Prior to joining Yahoo in 2012, he spent 15 years as a columnist and feature writer for Barron’s magazine. From 1993 to 1997, Santoli was a reporter at Dow Jones Newswires, covering the securities industry, and was awarded two Dow Jones Newswire Awards for distinguished real time journalism.Santoli is a graduate of Wesleyan University and lives in New York City.
36 minutes | Oct 22, 2020
The World According To Boyar - Episode 16 - David M. Rubenstein
Biography: David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $221 billion from 31 offices around the world. Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Regent of the Smithsonian Institution; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences; and President of the Economic Club of Washington.Mr. Rubenstein is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community. Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the National Museum of African American History and Culture. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book). Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS, and Leadership Live with David Rubenstein by Bloomberg Media; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, and How to Lead: Wisdom from the World's Greatest CEOs, Founders, and Game Changers, a book published by Simon & Schuster in September 2020. The Interview Discusses: How Zoom and other technologies will change how we conduct business going forward.David’s views on how the pandemic has impacted the global economy.How the private equity world is changing in terms of the types of deals they are doing.Key skills needed to be an effective fundraiser. How The Carlyle Group almost went out of business early in the firm’s existence. The reasons behind writing his latest book: How to Lead: Wisdom from The World Greatest CEOs, Founders And Game Changers.Key qualities of effective leadership from interviews with many of the world’s most accomplished leaders including: Justice Ruth Bader Ginsburg, Dr. Anthony Fauci, Jamie Dimon, President Bill Clinton, President George W. Bush and more. Which historical figure he would most like to have as a guest on his show and what would he ask.And much more…
38 minutes | Aug 25, 2020
The World According To Boyar - Episode 15 - Sir Martin E. Franklin
Biography:Sir Martin E. Franklin is the Founder and CEO of Mariposa Capital, a Miami based family investment firm focused on long term value creation across various industries. Mr. Franklin serves as Founder and Executive Chairman of Element Solutions Inc., Co-Founder and Co-Chairman of Nomad Foods Limited, Co-Founder and Co-Chairman of APi Group Corporation and Chairman and controlling shareholder of Royal Oak Enterprises, LLC. He is a principal and executive officer of several otherprivate investment entities.Prior to founding Mariposa Capital, Mr. Franklin founded Jarden Corporation in 2001. Under his leadership, Jarden grew from approximately $300 million in revenues to more than $10 billion, comprised of over 120 global brands and 35,000 employees before it was acquired by Newell Brands in April 2016. He served as Executive Chairman of Bollé, Inc. from 1997 to 2000 and Chairman and Chief Executive Officer of Benson Eyecare Corporation from 1992 to its sale in 1996. Jarden and Benson generated over 5,000% and 1,800% stock returns to their investors respectively.Mr. Franklin received a BA from the University of Pennsylvania. A father of four, he resides in Miami, FL with his wife Julie. He is an avid endurance sports enthusiast and an active supporter of a number of charities including the Challenged Athletes Foundation and Wounded Warriors Project.The interview Discusses:•The differences between the current business climate and the one at the start of his career in the 1980s.•His views on when share buybacks are appropriate.•Why capital allocation was so critical for shareholder returns at Jarden.•Executives he believes are good capital allocators. •How he managed to gain control of the company that eventually turned into Jarden.•The acquisition strategy he employed while running Jarden (that he still employs today).•How he evaluated brand equity when making acquisitions of consumer products companies. •Why he believes he would have had the same success today even with the growing popularity of private label brands from Amazon and Costco.•His current views on Newell.•His latest SPAC (which he is partnering with Viking Global on) and what his acquisition strategy will be.•And much more…To read the transcript of this interview click here.
44 minutes | Aug 7, 2020
The World According To Boyar - Episode 14: Brandon Ridenour
Biography: William B. (Brandon) Ridenour is CEO of ANGI Homeservices (ANGI) and also serves on the Board of Directors. Prior to assuming the role of CEO of ANGI Homeservices, Mr. Ridenour served as the Chief Product Officer of ANGI Homeservices and as the Chief Product Officer and Chief Technology Officer of HomeAdvisor for six years leading up to the acquisition of Angie’s List in 2017. In this role, Mr. Ridenour managed web and mobile product strategy, product design and development, as well as the operations of HomeAdvisor's North American subsidiaries, HomeStars, mHelpDesk and CraftJack.Earlier in his career, Mr. Ridenour served as the Senior Vice President of eCommerce at Nutrisystem, Inc. where he managed e-commerce organization and supported multiple large scale e-commerce platforms. He also previously served as the Director of eBusiness Solutions at Scholastic.Mr. Ridenour currently serves on the board of Builder Homesite, Inc., a company whose mission is to bring home building leaders together to develop world-class technology solutions. He is also on the board of Axial, the largest online marketplace connecting private companies to capital.The Interview Discusses: Brandon’s views on running a public company (especially during times of stock price volatility).Why ANGI took the rare step for a public company and stopped providing quarterly guidance.How ANGI is trying to transform the way consumers purchase home services and why he believes home services is one of the last major categories without a significant online presence.How ANGI is helping to reduce the lack of price transparency in the home services business.How he believes ANGI will be able to compete against Facebook and Google in the home services category.Brandon’s views on potential anti-competitive behavior by companies like Google and whether the government should be exploring antitrust action.The opportunity ANGI sees in fixed priced services and how they are building a similar model to that of Uber or Doordash.ANGI’s partnerships with both Realogy and Loews. How COVID has impacted ANGI’s business and which categories are doing well and which are struggling.Why millennials are an incredible tailwind for their business.Why he believes ANGI will do well regardless of economic conditions And much more…To read the transcript of this interview click here.
30 minutes | Jun 5, 2020
The World According To Boyar - Episode 13: Caleb Silver
Biography:Caleb began his career producing wildlife documentaries in South America and the American southwest. His career in business news began at Bloomberg, where he worked as a senior television producer and was nominated for a 2003 Emmy Award.Caleb then joined CNN, serving as a Senior Producer for The Situation Room with Wolf Blitzer, as well as the Executive Producer of CNNMoney.com. Caleb and his team at CNNMoney were nominated for an Emmy Award for New Approaches to Business & Financial Reporting. He then returned to CNN as the Director of US business news.Caleb left CNN in 2014 to form Frog Pond Productions, a digital production and consulting company, and then joined Investopedia in January 2016 as the VP of Content. He also serves as the treasurer of the executive board of the Society for Advancing Business Editing and Writing. Caleb is frequently featured as a markets, economic and consumer trends expert on NBC, MSNBC, ABC Radio, Marketplace Radio and Cheddar TV, in addition to markets commentary in his daily newsletters. The interview discusses:The state of financial journalismHow Investopedia is helping individual investorsIAC’s strategy with Dot Dash How you can potentially profit from Investopedia’s proprietary anxiety indexHow to get your website on the first page of GoogleAnd much more...
30 minutes | Dec 16, 2019
The World According to Boyar - Episode 12: Mellody Hobson
BiographyAs Co-CEO, Mellody is responsible for all firm-wide management, including strategic planning and growth as well as every aspect of Ariel’s business beyond research and portfolio management. Prior to her formal appointment to Co-CEO, Mellody served as Ariel’s President for nearly two decades and functions as chairman of the board of trustees for Ariel Investment Trust.Ariel Investments is headquartered in Chicago, Illinois, and has offices in New York City and Sydney, Australia. The firm manages assets of retirement plans, college saving accounts, and personal investment accounts. With strong ties to the community, Ariel is focused on making investing accessible for everyone. Individuals are able to invest $1000 in the firm’s mutual funds. She is Vice Chair of the Board of Starbucks Corporation, and also serves as a director of JPMorgan Chase and Quibi, a short-form video content company. Mellody is former Chair of the Board of DreamWorks Animation. As a Chicago-native, Mellody is involved in numerous organizations that focus on improving the city. She serves as Chair of After School Matters, a non-profit that provides Chicago teens with high-quality, out-of-school time programs. In 2017, Mellody became the first African-American woman to become Chair of the Economic Club of Chicago in its 90-year history, a two-year term which ended in 2019.The interview discusses:Why having a diverse workforce is a competitive advantage;The changing media landscape;Why the business of content curation will be critical in the future;The reason why movie theater companies will survive;A behind the scenes look of when Mellody’s husband George Lucas’s company, Lucas Films was sold to Disney;The sale of DreamWorks (Ms. Hobson what Chair of the Board) to Comcast;Characteristics of George Lucas that would surprise most people;How Ms. Hobson was selected to join the board of Starbucks;Why Mellody believes her board service has made her a better investor;And much more...To read the transcript of this interview click here.
31 minutes | Nov 19, 2019
The World According to Boyar - Episode 11 - Kenneth L. Davis, MD
Kenneth L. Davis, MD, President and Chief Executive Officer of the Mount Sinai Health System, is widely recognized as a visionary leader who has guided the institution on a strong and dramatic growth trajectory. In 2013, the Mount Sinai Health System was formed by the combination of The Mount Sinai Medical Center and Continuum Health Partners, becoming one of the largest nonprofit systems in the country with $8 billion in revenue, 42,000 employees, eight hospitals, and more than 410 ambulatory practices throughout the five boroughs of New York City, Westchester, Long Island, and Florida. Prior to becoming CEO, Dr. Davis spent 15 years as Chair of Mount Sinai’s Department of Psychiatry. He was the first Director for many of the institution’s research entities, including Mount Sinai’s National Institutes of Health (NIH)-funded Alzheimer’s Disease Research Center, the Schizophrenia Biological Research Center at the Bronx Veterans Affairs Medical Center, the Silvio Conte Neuroscience Center to study schizophrenia, and the Seaver Autism Center for Research and Treatment. Additionally, he received one of the first and largest program project grants for Alzheimer’s disease research from the NIH.The interview discusses:● How Dr. Davis led one of the greatest financial turnarounds in medical history;● The reasons why healthcare keeps becoming more expensive along with solutions on how to decrease costs without sacrificing care; ● Why drug pricing should be a trade issue; ● Why the current patent system discourages pharmaceutical innovation; ● What “value based” medicine is and why insurance companies and hospitals should consider adopting it; ● Why the National Institutes of Health is so vital to drug discovery; ● His thoughts on CVS’s strategy of becoming an integrated health care provider; ● What serious healthcare problem he sees getting worse which he believes has the potential to bankrupt the entire Medicare system;And much more….
27 minutes | May 15, 2019
The World According to Boyar Episode 10: Howard Lorber
Howard Lorber is the president and CEO of Vector Group Ltd., a holding company. He is also the Chairman of Douglas Elliman, a subsidiary of Vector, which is the largest residential real estate brokerage in New York metropolitan area with 4,000 brokers as of 2014 (and an additional 300 in Florida). Lorber is chairman of fast food chain Nathan's Famous.The interview discusses:• How he helped turn Nathan’s Famous from a small restaurant chain into a global licensing business that sells over 480 million hot dogs per year;• Characteristics he looks for in companies he looks to acquire;• His thoughts on the New York real estate market;• What areas within the New York residential real estate market he believes currently offer the greatest values;• His views on technology disrupting the real estate business and who is potentially most vulnerable;• How he believes tobacco companies will participate in the cannabis market.
24 minutes | Apr 24, 2019
Mario Gabelli, Chairman & CEO of GAMCO Investors, Inc., on portfolio construction and who he believes could be the next John Malone.
The Interview discusses: His decision to start his own firm in the 1970s despite a horrendous economic backdrop. His new book Merger Masters that he wrote with Kate Welling. The rationale behind taking his company public and whether he would do so again. His thoughts on portfolio construction including how many positions should be in a portfolio and how long it takes him to become fully invested for a new account. How he incorporates tax ramifications into his sell decision. His process of what he does when a stock within his portfolio increases or decreases by a significant amount in a short period of time. Who he believes could be the next John Malone. His thoughts on Discovery Communications, Madison Square Garden and Disney.BiographyMario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977 that currently manages over $40 billion. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business. He was Morningstar's Portfolio Manager of the Year in 1997. He was named Money Manager of the Year by Institutional Investor for 2011 and is a member of Barron's All-Star Century Team.
30 minutes | Dec 25, 2018
The World According to Boyar - Episode 8:David Alpert, Executive Producer of The Walking Dead
In episode 8 Jonathan Boyar speaks with David Alpert. David Alpert is CEO of Skybound Entertainment, founded alongside longtime collaborator Robert Kirkman. Alpert is a prolific producer, with television credits including The Walking Dead and its companion series Fear The Walking Dead, Outcast, Robert Kirkman’s Secret History of Comics, and Dirk Gently’s Holistic Detective Agency.
24 minutes | Oct 29, 2018
The World According To Boyar - Episode 7 - Scott Turow
Jonathan Boyar interviews author Scott Turow.
30 minutes | Oct 18, 2018
The World According To Boyar: Episode 6 Tobias Carlisle
obias Carlisle is the founder of The Acquirer’s Multiple®. He is the founder of Acquirers Funds, LLC.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, He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.The Interview discusses:What is The Acquirer’s Multiple® and why investors should pay attention to this metricWhat does deep value investing really mean and tips on incorporating it into your investment process.The importance of mean reversionTwo deep value stocks he currently finds attractive.
30 minutes | Sep 5, 2018
The World According To Boyar Episode 5 - Ken Langone.
Jonathan Boyar speaks with Ken Langone about:• The most important determinants of a successful business• The importance of risk taking• How he was able to convince Ross Perot to let him take his company public• How Ken was able to co-found The Home Depot• How he incentives employees and partners• Why he turned down an investment with Bernie Madoff• The importance of not being complacent.
30 minutes | Jun 12, 2018
The World According to Boyar: Episode 4 with Larry Cunningham
The World According to Boyar brings top investors, bestselling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.In Episode 4, we welcome bestselling author Larry Cunningham. To Learn more about The Boyar Value Group, please visit www.boyarvaluegroup.com or email firstname.lastname@example.org Disclaimer: This interview does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation to buy or an offer to sell any securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past performance is no guarantee of future results and there is no assurance that any targets or forward-looking statements will be attained. This interview represents the views of Boyar Asset Management as of May 15th 2018 and may change without notice. Boyar Asset Management may own shares in any of the companies discussed during the interview.
31 minutes | May 1, 2018
The World According to Boyar: Episode 3 with Steve Einhorn
The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.In Episode 3, we welcome guest Steve Einhorn, the Vice Chairman of Omega Advisors.Learn more about The Boyar Value Group and read the transcription here: http://www.boyarvaluegroup.com/podcasts/world-according-boyar-episode-3-steve-einhorn Disclaimer: This interview does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation to buy or an offer to sell any securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past performance is no guarantee of future results and there is no assurance that any targets or forward-looking statements will be attained. This interview represents the views of Boyar Asset Management as of April 17th 2018 and may change without notice. Boyar Asset Management may own shares in any of the companies discussed during the interview.
20 minutes | Apr 19, 2018
The World According to Boyar: Episode 2 with Frank Blake
The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.In Episode 2, we welcome guest Frank Blake, former Chairman and CEO of The Home Depot.Learn more about The Boyar Value Group: www.boyarvaluegroup.comDisclaimer: This interview does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation to buy or an offer to sell any securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Past performance is no guarantee of future results and there is no assurance that any targets or forward-looking statements will be attained. This interview represents the views of Boyar Asset Management as of March 19th 2018 and may change without notice. Boyar Asset Management may own shares in any of the companies discussed during the interview.
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