Boyar Value Group Blog

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.

The Boyar Value Group 4th Quarter Client Letter

The Boyar Value Group just released our latest quarterly letter to clients.

Ideas Worth Investing In: Introducing the Forgotten Forty 2022

The Boyar Value Group has always searched for value outside of the mainstream or in ideas that are contrarian in nature. We are known for being long-term patient investors. In..

James Hagedorn, CEO and Chairman of the Board Scotts Miracle-Gro on the tremendous opportunity in the cannabis space, potentially spinning off the fast-growing Hawthorne division and more...

The Boyar Value Group 3rd Quarter Client Letter

The Boyar Value Group just released our latest quarterly letter to clients.