Over the next couple of weeks we will be posting excerpts from Jonathan Boyar's Value Investing Q&A at Brown University. Post #1: UBER What we really like about Uber is its competitive advantage...

Boyar’s Updated Thoughts on the Recent Stock Market Volatility

Below is a letter we sent to Boyar Asset Management clients on 06/17/2022.   On May 6, we wrote you to share our thoughts on the recent stock market volatility, noting that the selloff was likely driven by many different investor concerns: inflation, interest rates, the war in Ukraine, supply chain disruptions, and an economic […]

In a recent edition of The Virtual Value Investing Q&A Speaker Series at Brown University (where previous guests have included Howard Marks, Wally Weitz, and Arnold Van Den Berg) Jonathan Boyar discuses: Our stock selection method(s) Two of Boyar Asset Management’s largest positions: Home Depot and Microsoft and the importance of holding stocks for long […]

Jonathan Boyar  and our partner MAPFRE Asset Management presented on May 19th at the London Value Investor Conference alongside other speakers such as Sir Christopher Hohn and Joel Greenblatt.

After the stock market (as measured by the S&P 500) dropped by 3.55% yesterday, bringing the decline to nearly 13% in 2022 (and almost 17% for small-capitalization stocks), we wanted to reach out to you. Losing money is an awful experience and losing money for clients who have entrusted you with their hard-earned savings is even worse. However, there is a significant difference between a temporary loss on paper and a permanent loss of capital.