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.

Join Jonathan Boyar, Managing Director of the Boyar Group, a dynamic research-driven investment firm, as he shares his wealth of market wisdom. He discusses the unique challenges facing value investors over the past fifteen years and the importance of adaptability in changing investment views. Jonathan also illuminates the intersection of effective communication and investment research, showcasing his creativity through his Substack and podcasts. Dive into the psychology of investing and learn why the Boyar Group remains focused exclusively on U.S. equities.

Jonathan Boyar, President of Boyar Research, discusses the growth potential and concerns surrounding Topgolf Callaway Brands. Topics include the land grab for new stores, financing, advertising revenue, KPIs, valuation, and the impact of Toptracer. The speakers also touch on stock pressure, potential upside scenarios, and the benefits of the Modern Golf business model.