TIP599: Top Stocks for 2024 w/ Jonathan Boyar
We Study Billionaires - The Investor’s Podcast Network
Exploring the Dolan Discount and Investment Opportunities
This chapter delves into how James Dolan's reputation influences the stock value of his business ventures, highlighting the 'Dolan discount' linked to his ownership of sports teams. The discussion also touches on past experiences with CableVision and emphasizes the potential for long-term investment opportunities amidst negative public sentiment.
On today’s episode, Clay is joined by Jonathan Boyar. They discuss his firm’s most recent release of The Forgotten Forty, which outlines their 40 best stock ideas for 2024.
Jonathan Boyar is president of Boyar’s Intrinsic Value Research, an independent equity research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds, and family offices as subscribers. He is also a principal of Boyar Asset Management, which has been managing money utilizing a value-oriented strategy since 1983.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:45 - How a company makes the list of the Forgotten Forty.
09:52 - Potential catalysts Jonathan looks for in his investments.
14:30 - Why Uber remained on the Forgotten Forty list after being the list’s top performer in 2023.
21:58 - Jonathan’s thoughts on the underperformance of small-cap stocks since 2015.
28:04 - An overview of Interactive Brokers stock.
39:22 - Why Bill Ackman has taken a massive stake in Howard Hughes.
50:26 - Why Jonathan likes Madison Square Garden Sports Corporation.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com.
- Boyar Research’s Forgotten Forty.
- Boyar Research’s Substack.
- Books mentioned: 100 Baggers by Chris Mayer.
- Related Episode: TIP518: The Buy List for 2023 w/ Eddy Elfenbein | YouTube video.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Follow Jonathan on Twitter.
- Follow Clay on Twitter.
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