In this engaging conversation, Jonathan Boyer, Principal of Boyer Value, shares insights on his firm’s shift to quality investing. He discusses the challenges of market distortions, the importance of a thorough research process, and how to identify value traps. Boyer highlights notable investment strategies, including a high-conviction stance on Uber and the potential of Madison Square Garden Sports. He also reflects on macro trends, the impact of passive investing, and attractive picks in healthcare, providing an enlightening look at opportunistic value investing.
