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
BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)
RWH028: Lessons From Legends w/ Mohnish Pabrai, Tom Gayner, & John Spears
TIP561: Discovering Your Hidden Genius w/ Polina Pompliano
BTC135: Binance & Coinbase Vs the SEC w/ Joe Carlasare & Hodl (Bitcoin Podcast)
TIP560: Richer, Wiser, Happier Q2 2023 w/ Stig Brodersen & William Green
TIP559: Mastering the Market Cycle by Howard Marks
BTC134: Bitcoin Integration Into Gaming with André Neves (Bitcoin Podcast)
Classic 23: Lessons from Billionaire Peter Thiel
TIP558: How Ackman & Taleb Profited Billions During Market Crashes w/ Scott Patterson
BTC133: Creating a New Libor on Bitcoin w/ Jesse Shrader (Bitcoin Podcast)
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)
RWH027: High-Quality Investing w/ Christopher Begg
TIP555: Lessons from the World's Greatest Capital Allocators
BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)
TIP554: Mental Models for Successful Investing w/ John Jennings
TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
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