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.

Has Dotdash Meredith Found Hidden Value In Underappreciated Brands?

If Vogel is right, Dotdash Meredith will be an increasingly appealing alternative to large-scale subscription-based ad services run by the likes of Facebook and Google. In that case, Meredith’s legacy brands may help the company achieve the scale it needs to spin out of IAC and become an independent company—which would make the $2.7 billion Dotdash paid for them look like a bargain in the long run.

The Boyar Value Group 1st Quarter Client Letter

The Boyar Value Group just released our latest quarterly letter to clients.  Please find an excerpt of the letter below: Even so, for the first quarter of 2022, the S&P 500 still declined by 4.6% (its first quarterly decline in 2 years) and both the Nasdaq and the Russell 2000 entered bear market territory (typically […]