We Study Billionaires - The Investor’s Podcast Network
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
Jan 12, 2024
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.
51:55
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Quick takeaways
- Jonathan Boyer's firm's top 40 stocks for 2024 have a history of outperforming, returning 18.9% annually over the past seven years.
- Small-cap stocks have underperformed since 2015, but there is potential for a small-cap renaissance in 2024.
Deep dives
Discussion of Forgotten 40 stocks and value-oriented strategy
Jonathan Boyer discusses his firm's top 40 stocks for 2024. Boyer's Intrinsic Value Research has a history of finding outperforming stocks, with their all-cap publication's stocks returning 18.9% annually over the past seven years. The Forgotten 40 list includes stocks with potential catalysts for capital appreciation. Jonathan explains the criteria for companies to make the list, such as having been profiled in their full-length reports and the anticipation of a meaningful catalyst. He also highlights the underperformance of small-cap stocks and the potential for a small-cap renaissance in 2024. He concludes by discussing the importance of catalysts in investing and the benefits of a long-term approach.
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