We Study Billionaires - The Investor’s Podcast Network
Business:Investing
On today’s episode, Clay is joined by Jonathan Boyar. They discuss his firm’s most recent release of The Forgotten Forty, which outlines their 40 best stock ideas for 2024.
Jonathan Boyar is president of Boyar’s Intrinsic Value Research, an independent equity research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds, and family offices as subscribers. He is also a principal of Boyar Asset Management, which has been managing money utilizing a value-oriented strategy since 1983.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:45 - How a company makes the list of the Forgotten Forty.
09:52 - Potential catalysts Jonathan looks for in his investments.
14:30 - Why Uber remained on the Forgotten Forty list after being the list’s top performer in 2023.
21:58 - Jonathan’s thoughts on the underperformance of small-cap stocks since 2015.
28:04 - An overview of Interactive Brokers stock.
39:22 - Why Bill Ackman has taken a massive stake in Howard Hughes.
50:26 - Why Jonathan likes Madison Square Garden Sports Corporation.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton
TIP611: The Bear Case for China w/ Kyle Bass
BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
TIP609: Fooled by Randomness by Nassim Taleb
BTC170: Bitcoin's Hardware Future w Bob Burnett (Bitcoin Podcast)
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
TIP608: Long-Term Compounding w/ Chris Mayer
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
TIP606: Multi-Bagger First Principles w/ Ian Cassel
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
TIP605: Untangling Global Outperformers w/ Dede Eyesan
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
TIP602: Same as Ever w/ Morgan Housel
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
RWH040: Go Global w/ Laura Geritz
TIP601: Junk to Gold by Billionaire Willis Johnson
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Forward Guidance
Macro Voices
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast