The Boyar Value Group’s 3rd Quarter Client Letter
Date: July 14, 2022
We haven’t decreased our equity exposure, and we don’t plan to; instead, we like to take advantage of these moments of market dislocation to increase our equity holdings. We’re pained at the thought of losing money for our clients, but we see this year’s losses thus far as “paper losses,” not as a permanent loss of capital. After all, the price of a stock on any given day is simply what people are willing to pay for a business at that moment.
Value Investing Q&A Speaker Series Video Excerpts
Date: June 21, 2022
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
Date: June 17, 2022
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 […]
Jonathan Boyar on The Virtual Value Investing Q&A Speaker Series at Brown University
Date: June 09, 2022
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 […]
Interview With Jonathan Boyar at the London Value Conference 2022
Date: June 01, 2022
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.
