Joined February 2018
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Mar 30
Value investors buy falling stocks. Everyone assumes it's because we're contrarians.
It's not. Just talked through the real reason on @TheCompoundNews with @Downtown and @michaelbatnick — along with $UBER, $MSGS, and the Mag 7 selloff.
Episode link 👇
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It took the @NYRangers 54 years to bring a championship back to @TheGarden
The @nyknicks only took 53.
Progress.
$MSGS
@NBA_NewYork
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Jun 14
No need to worry they did not even scan our tickets !
Jun 13
Relief for worried travelers -- Knicks and Spurs confirm that they will not be revoking tickets from fans purchasing tickets from out of the immediate area.
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The Boyar Value Group retweeted
Jun 13
Relief for worried travelers -- Knicks and Spurs confirm that they will not be revoking tickets from fans purchasing tickets from out of the immediate area.
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Jun 14
Sales restricted to fans within 150 miles?
Dumb rules can’t keep Boyar Value Group from representing.
Let’s go Knicks!
$MSGS
Jun 13
Spurs trying to keep Knicks fans out: "Sales to this event will be restricted to customers residing within a 150-mile radius…Orders by residents outside of a 150-mile radius of Frost Bank Center will be canceled without notice and refunds given"
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Jun 12
Regardless of whether Taylor Swift should have been courtside at the Knicks game, Hank Azaria — who has reportedly made a fortune from The Simpsons, with some estimates around $150 million from voice work alone — complaining about having to buy expensive Game 4 tickets because he wasn’t sure he’d be comped is objectively hilarious.
$MSGS $MSGE
pagesix.com/2026/06/12/enter….
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James Dolan may be having the best year of any owner in sports.
The @nyknicks are 2 wins from their first title in 53 years, $MSGS is up big, and the “Dolan discount” may finally be narrowing.
As I told @mherszenhorn of @business
“He finally decided that he shouldn't meddle with the team and they've done great.”
And on what the Knicks could be worth:
“It wouldn’t surprise me if someone paid a really stupid price.”
Knicks in 5!
$MSGE
bloomberg.com/news/articles/…
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Boyar, who thinks the stock has room to go up, will be watching Game 3 on television....
“As much money as I’ve made in the stock, I just can’t do it,” he says. “The value investor in me won’t pay $15,000 to sit in mediocre seats.”
Apparently there’s a limit to how bullish I can be on the Knicks.
That limit is $15,000 for mediocre seats.
@jackpitcher20
$MSGS $MSGE
wsj.com/sports/basketball/kn… via @WSJ
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Enjoyed the piece !
Go Knicks !
$MSGS
Jun 4
A lot in here, including a section about the potential MSG Sports spinoff.
MSG Sports shareholder @BoyarValue thinks a sale of the Knicks could be on the table, or at least a significant minority stake.
"The stars are aligning for some sort of transaction," he tells @FOS.
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While this is factually correct , the real value for $MSGS shareholders is that this playoff run dramatically increased the value of the New York Knicks to an acquirer.
I am however surprised that this has not turned into a meme stock…
cnbc.com/2026/06/03/msgs-to-…
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Just finished The World According to Boyar podcast with @michaelsantoli . He did not disappoint . We discussed Andrew Left of @CitronResearch , @ryancohen’s infamous appearance on @CNBC and how he views today’s stock market in relationship to other historical periods . Plus much more.
Stay tuned for the release .
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Nicely done by @AntoineGara
New York Knicks title run gives besieged owner a rare reprieve
“James Dolan is having his moment in the sun and he is being vindicated,” said Jonathan Boyar, principal of Boyar Value Group, a longtime shareholder in MSG Sports. “We have always thought he was a much better allocator of capital than he is credited for.”
$MSGS $MSGE
ft.com/content/fbcb7327-820f… via @ft
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MSG auctioning off 2 celebrity courtside seats to Knicks-Spurs NBA Finals
How much do you think this will go per ticket $MSGS
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0 votes • Final results
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Interviewing @michaelsantoli on The World According to Boyar podcast tomorrow, any questions you would like me to ask...
@CNBC
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Everyone knows the brand. Wall Street has ignored the stock.
Our new Opportunity Report breaks one down:
35% FCF margin
~0.3% capex/sales
net cash balance sheet
meaningful share buybacks
Growth just hit a 2-year high. We think ~58% upside.
Find out how to access the report in the comments
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Looks like $MGM is in play due to a forthcoming bid by $IAC .Listen to our recent interview with $MGM’s CEO @billhornbuckle where he discussed his relationship with Diller.
open.substack.com/pub/boyarr…
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May 28
Josh Brown and Michael Batnick joined me on The World According to Boyar.
After hearing me on @TheCompoundNews, my father and Boyar Value Group Founder called @Downtown and @michaelbatnick “the Howard Stern of financial podcasting.”
So naturally I had to ask them if the comparison was fair.
We covered @Ritholtz, @CNBC the danger behind making public stock picks, how to build a financial brand today, and why “risk finds a way.”
Link in replies.
Enjoy...
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