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Jonathan Boyar - Intrinsic Value Opportunities

The Business Brew

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I Think They're Able to Resurrect a Lot of It

I'm not sure i buy in. But with h b o, that is some serious content that they're about to acquire. We'll see how that all shakes out. I think this will work out the end. Wesold itie tat was crazy. Think i sold about a quarter of our position. Wish i had in hindsiht, salt more. Youwy took some money off the table, and now you have a chance to buy some of it back at reasonable valuations. If they are able to execute, they should do quite well.

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