We Study Billionaires - The Investor’s Podcast Network

TIP599: Top Stocks for 2024 w/ Jonathan Boyar

9 snips
Jan 12, 2024
Guest
Jonathan Boyar
Jonathan Boyar, President of Boyar's Intrinsic Value Research, joins to reveal his firm’s latest stock picks in the "Forgotten Forty" report for 2024. He discusses what it takes for a stock to make the list and shares insights on growth catalysts. They dive into Uber’s ongoing presence on the list and analyze the underperformance of small-cap stocks. Boyar also highlights the promising prospects of Interactive Brokers and explains Bill Ackman's significant stake in Howard Hughes, along with why Madison Square Garden Sports intrigues him.
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ADVICE

Forgotten Forty

  • The Forgotten Forty lists Boyar Research's top stock ideas, focusing on undervalued companies.
  • These aren't the cheapest stocks, but those with potential catalysts for growth in the coming year.
INSIGHT

List Turnover & Small-Caps

  • The Forgotten Forty list typically has about 50% turnover each year, reflecting new ideas and updated catalysts.
  • This year's list leans towards small-cap stocks, anticipating a potential resurgence in that market segment.
ADVICE

Catalyst Investing

  • Invest in companies with a clear catalyst for value realization, not just based on cheapness.
  • Look for potential triggers like acquisitions, spin-offs, or share buybacks that can drive price appreciation.
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