Jonathan Boyar was a guest on Bill Brewster’s The Business Brew Podcast where he discussed the investment case for Qurate, Discovery Communications and Disney among many other topics.
- What differentiates Boyar Research
- Why we normally do not invest in energy stocks
- What is the Forgotten Forty
- How we find value in stocks that are not statistically cheap
- What cannabis related business we are currently finding value in
- The investment case for Qurate
- One of the biggest mistakes value investor’s make
- Why we invested in Twitter
- How we approach investing in micro-cap stocks
- The best way to avoid value traps
- How we determine position sizing
- How to potentially profit from the legalization of online sports gambling
- Why publishing research has made us better investors
- The investment case for Discovery Communications and Disney
- A stock that investment legend Michael Price recently invested in
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