Recent Blog Posts
To view more blog posts by The Boyar Value Group, please click here.
The Boyar Value Group’s 4th Quarter Letter
The Boyar Value Group just released our latest quarterly letter to clients. Please find an excerpt of the letter below: Our optimism about value shares reflects the continued valuation discrepancy bet...
Tom Gayner, Co-CEO of Markel discusses the evolution of Markel into a Fortune 500 company, the secret to success in the investment business and much more…
The Interview Discusses: The secret to success in the investment business. His investment thesis on both Home Depot & Diageo. Why investing through the covid crisis was harder than investing ...
Looking for Value in 2023? Use Boyar’s Forgotten Forty as Your Roadmap
Most investors would just as soon forget 2022. With many global indices set to end the year deeply in in the red, “safe” fixed-income investments proving not to be so safe after all, and many former pandemic highflyers decreasing by 70% or more, investors have endured a year of carnage. Except for energy shares (advancing 74%) and consumer staples shares (advancing 0.6%) , there has been no place to hide, with all other S&P 500 sectors declining -2.4% to -37.0% YTD as of November 22nd.
The Boyar’s Value Group 3rd Quarter Client Letter
Do Higher Interest Rates Mean That Stocks Need to Decline? Pundits see higher bond yields as a sign that equity valuations need to further compress (after all, higher bond yields are competition for stocks), but a look at the historical record contradicts that notion...
To view more recent press articles featuring The Boyar Value Group, please click here.
September 28, 2022
Opportunities For Long-Term Patient Investors Who Can Withstand The Current Volatility
September 7, 2022
Mark & Jon Boyar in Welling on Wall Street On the Upside of the Downside: Opportunity, Cheap
August 12, 2022
Investors need to beware of false bargains, says Jonathan Boyar in a new CNBC interview
January 4th, 2022
Jonathan Boyar on CNBC Sharing a Few Stocks from Boyar’s Forgotten Forty 2022 Edition
December 7th, 2021
Jonathan Boyar was on CNBC discussing his thoughts on the stock market and some of his top stock picks.
November 1st, 2021
"Is There a Dolan discount in MSG Sports and MSG Entertainment? The answer is absolutely." Jonathan Boyar - President of Boyar Research
May 28, 2021
These Cool, High-Quality Stocks Are Just Right For This Overheated, Overvalued Market
February, 9 2021