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On TCAF this week, Josh and Michael spoke with Jonathan Boyar, Managing Director of Boyar Value Group. They discussed finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, and how Uber could win big on autonomous. (Listen)
CHART OF THE WEEK
The S&P 500 is down some 5% this year. You would think that earnings would be in trouble. You would be wrong. Matt Cerminaro at Chart Kid Matt shows that despite everything going on, earnings remain strong. This has brought down the forward multiple on the market from 23 down to 19.
MERCH
We’ve got new merch! Check out our new long-sleeve ‘Public Equity’ long-sleeve tee. Check out all our cool merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by Dan Greefield, Chief Economist and Strategist at Solus Alternative Asset Management, and Alexandra Semenova, Reporter at Bloomberg News.
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