Boyar Value Group Blog : Blog (4)

Value Investing Q&A Speaker Series Video Excerpts

Over the next couple of weeks we will be posting excerpts from Jonathan Boyar’s Value Investing Q&A at Brown University.

Boyar’s Updated Thoughts on the Recent Stock Market Volatility

Below is a letter we sent to Boyar Asset Management clients on 06/17/2022.

Jonathan Boyar on The Virtual Value Investing Q&A Speaker Series at Brown University

In a recent edition of The Virtual Value Investing Q&A Speaker Series at Brown University (where previous guests have included Howard Marks, Wally Weitz, and Arnold Van Den Berg)..

Interview With Jonathan Boyar at the London Value Conference 2022

Boyar’s thoughts on the Recent Stock Market Volatility

Below is a letter that we sent Boyar Asset Management clients on 5/6/22.

Has Dotdash Meredith Found Hidden Value In Underappreciated Brands?

In 2021, an unlikely suitor bought Meredith’s magazines: digital publisher Dotdash, which owns sites including The Balance, The Spruce and Investopedia, and is itself owned by..

The Boyar Value Group 1st Quarter Client Letter

The Boyar Value Group just released our latest quarterly letter to clients. Please find an excerpt of the letter below:

Beware Of False Bargains

Neil Vogel, CEO of Dotdash Meredith on how they became the largest publisher in the United States and why they can now compete with both Google/Facebook plus much more…

Investing Amid Uncertainty and The Importance of Staying the Course

By invading Ukraine, Russia has created a humanitarian crisis. At a time when heart-wrenching news footage reminds us daily that innocent people are losing their lives, discussing..

The Wall Street Journal’s Spencer Jakab on the real winners of GameStop mania, Robinhood’s role in encouraging stock speculation and more...

Boyar’s Scotts Miracle-Gro Investment Thesis

Jonathan Boyar discusses our investment thesis for Scotts Miracle-Gro (SMG) with Andrew Walker on the Yet Another Value Podcast.