As we advised our clients in the aftermath of 9/11, during the 2008 financial crisis, and again in March 2020, when COVID was raging and the stock market was tanking, the most important thing investors can do during a crisis is to simply not panic. Stock market history supports this assertion. Dreman Value Management examined the major geopolitical events since World War II and found that on average the Dow Jones Industrial Average was 16.40% higher 1 year later and 32.7% higher 2 years later.

  Share it on:      The Interview Discusses:  His fascinating new book, The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors. Robinhood’s unique business model and whether Robinhood has “democratized” finance as it claims. How Robinhood came very close to the brink of insolvency. The role of “influencers” like Chamath Palihapitiya, […]

Jonathan Boyar discusses our investment thesis for Scotts Miracle-Gro (SMG) with Andrew Walker on the Yet Another Value Podcast. Some of the topics discussed were: SMG’s brands Coca-Cola like market share due to their well-known brands SMG’s  ability to increase prices as a result of having  a great consumer franchise SMG’s cannabis strategy via their […]

The Boyar Value Group just released our latest quarterly letter to clients. We’ve observed before that the S&P 500 is being driven by a handful of mega-cap stocks, but things haven’t always been this lopsided. Based on data from JP Morgan, as of January 20, 2022, the top 10 companies in the market-cap-weighted S&P 500 […]

The Boyar Value Group has always searched for value outside of the mainstream or in ideas that are contrarian in nature. We are known for being long-term patient investors. In fact, Barron’s once referred to our founder Mark Boyar as “The World’s Most Patient Investor.” However, we realize many investors have a shorter time horizon. […]