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
RWH031: Abundance w/ Michael Berg
TIP571: Charlie Munger & The Psychology of Human Misjudgment
BTC143: Local Bitcoin Education & Meet-ups w/ Rod Roudi (Bitcoin Podcast)
TIP570: Back Together w/ Stig Brodersen and Preston Pysh
TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer
BTC142: Bitcoin Policy Update Q3 2023 w/ Perianne Boring (Bitcoin Podcast)
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
BTC141: Can Bitcoin Lightning Scale Globally w/ Alexander Leishman (Bitcoin Podcast)
TIP567: The Evolution of Value Investing w/ Brian Feroldi
BTC140: Game Theory and Bitcoin w/ Scott Lindberg (Bitcoin Podcast)
RWH030: From Poverty To Power w/ Arnold Van Den Berg
TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid
BTC139: Educating the World On Bitcoin w/ John Dennehy (Bitcoin Podcast)
TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
TIP564: Capitalizing on Commercial Real Estate Trends w/ Charles Clinton
BTC138: A Progressive's Case for Bitcoin w/ Jason Maier (Bitcoin Podast)
RWH029: Beyond Rich w/ Pico Iyer
TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast)
TIP562: How to Cope With Market Cycles
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