Monday, January 04, 2010

Mark Boyar: Net/Net Pioneer

Long before I started this site, or even knew what a net/net was, deep value legend Mark Boyar, who currently runs Boyar Asset Management, the Boyar Value Fund and an excellent independent Research Product Focus Asset Analysis, offered a newsletter devoted to the subject. I was still in elementary school at the time, while Boyar was devoting a considerable amount of time identifying net/nets, and building a business during an extremely difficult period. It certainly was not as easy in those days as it is now to identify net/nets. There was no software, no Bloomberg or Factset, or even electronically filed SEC documents to make the task easier. It was all done by hand.

Today, Boyar and his analysts provide an excellent, in depth research product. Their recent report on International Speedway Corporation provides a fascinating look at a company that few other research providers cover.

For more on Mark Boyar Integrity Research just published an interesting piece on his career.

*The author does not have positions in any of the companies mentioned. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

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