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:
0:00:00 - Intro
0:00:32 - How a company makes the list of the Forgotten Forty.
0:09:24 - Potential catalysts Jonathan looks for in his investments.
0:14:57 - Why Uber remained on the Forgotten Forty list after being the list’s top performer in 2023.
0:18:27 - Jonathan’s thoughts on the underperformance of small-cap stocks since 2015.
0:26:17 - An overview of Interactive Brokers stock.
0:34:52 - Why Bill Ackman has taken a massive stake in Howard Hughes.
0:48:37 - Why Jonathan likes Madison Square Garden Sports Corporation.
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