In a recent presentation for GuruFocus, Jonathan Boyar discusses:
- Three higher conviction stock ideas
- Boyar’s investment philosophy and process
- How we avoid value traps
- And much more!
Tag: #valueinvesting #business #stocks
Jonathan Boyar on The Business Brew Podcast
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.
Topics discussed:
- 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
*This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by Boyar Asset Management (“Boyar”) or its affiliates. Past performance does not guarantee future results. This material is as of the date indicated, is not complete, and is subject to change. Additional information is available upon request. No representation is made with respect to the accuracy, completeness or timeliness of information and Boyar assumes no obligation to update or revise such information. Nothing in this interview should be construed as investment advice of any kind. Consult your financial adviser before making any investment decisions. Any opinions expressed herein represent current opinions only and no representation is made with respect to the accuracy, completeness or timeliness of information, and Boyar Asset Management and its affiliates assumes no obligation to update or revise such information. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Past performance does not guarantee future results. Certain information has been provided by and/or is based on third party sources and, although believed to be reliable, has not been independently verified and Boyar Asset Management or any of its affiliates is not responsible for third-party errors. This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by affiliates of Boyar Research. Any information that may be considered advice concerning a federal tax issue is not intended to be used, and cannot be used, for the purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. Boyar Asset Management, its employees or affiliates may own shares in any of the companies referenced in this interview.
Any results mentioned, do not necessarily represent the results of any of the accounts managed by Boyar Asset Management Inc., and the results of Boyar Asset Management Inc. accounts could and do differ materially from any of the results presented. While the results presented show profits, there was the real possibility of a permanent loss of capital. This information is for illustration and discussion purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Boyar Asset Management Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov. Please contact Boyar Asset Management Inc. at (212) 995-8300 with any questions.
“Is there a Dolan discount in MSG Sports and MSG Entertainment? The answer is absolutely.” Jonathan Boyar – President of Boyar Research
MSG Entertainment, MSG Sports, and AMC Networks Can Be Contenders. Their Stocks Are Cheap. – Andrew Barry
Jonathan Boyar was recently quoted in a Barron’s article discussing the Dolan discount: “Not selling the company has been the right move despite investor pressure, because of the increased value in teams”.
To read the article in its entirety, please click here.
Finding Value In The Stocks 2020 Left Behind
The Boyar Value Group was featured in the January 4th 2020 issue of Barron’s where we discussed seven companies featured in our flagship Forgotten Forty report including:
1) Bank of America
2) Coca-Cola
3) CVS Health
4) Liberty Braves
5) MSG Sports
6) Sysco
7) Walt Disney.
To read the article in its entirety, please click here.
This information is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security, including an interest in any investment vehicle managed or advised by Boyar Asset Management (“Boyar”) or its affiliates. Past performance does not guarantee future results. This material is as of the date indicated, is not complete, and is subject to change without notice. Additional information is available upon request. No representation is made with respect to the accuracy, completeness or timeliness of information and Boyar assumes no obligation to update or revise such information. Nothing in this interview should be construed as investment advice of any kind. Consult your financial adviser before making any investment decisions. Any opinions expressed herein represent current opinions only and no representation is made with respect to the accuracy, completeness or timeliness of information, and Boyar Asset Management and its affiliates assumes no obligation to update or revise such information. You should not assume that any investment discussed herein will be profitable or that any investment decisions in the future will be profitable. Past performance does not guarantee future results. Certain information has been provided by and/or is based on third party sources and, although believed to be reliable, has not been independently verified and Boyar Asset Management or any of its affiliates is not responsible for third-party errors. Any information that may be considered advice concerning a federal tax issue is not intended to be used, and cannot be used, for the purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein. Boyar Asset Management, its employees or affiliates may own shares in any of the companies referenced in this article.
Any results mentioned, do not necessarily represent the results of any of the accounts managed by Boyar Asset Management Inc., and the results of Boyar Asset Management Inc. accounts could and do differ materially from any of the results presented. While the results presented show profits, there was the real possibility of a permanent loss of capital. This information is for illustration and discussion purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Boyar Asset Management Inc. is an investment adviser registered with the Securities and Exchange Commission. Registration of an Investment Advisor does not imply any level of skill or training. A copy of current Form ADV Part 2A is available upon request or at www.advisorinfo.sec.gov Please contact Boyar Asset Management Inc. at (212) 995-8300 with any questions
Boyar Asset Management or its affiliates, its employees and/or shareholders own shares in Bank of America, Coca-Cola, CVS Health, Liberty Braves, MSG Sports, Sysco and Walt Disney . The presentation represents the views of Boyar as of the date of this article and is subject to change at any time without notice.
