Skip to content
  • Boyar Family of Companies

    Boyar Family of Companies

    Whether uncovering a new idea for our research subscribers, managing pension funds, or handling accounts for individual investors, our research-driven insights help both professional and individual investors pursue their investment goals. 

    Boyar_Logo_Asset_Management-May-31-2023-08-39-05-3251-AM

    Boyar Asset Management focuses on investing in the equity securities of intrinsically undervalued companies.

    Boyar_Logo_Research-1

    Boyar Research was established in 1975 to provide independent research utilizing a business persons approach to stock market investing.

  • Insights

    Blog

    Read the latest news and insights from the team at Boyar Value Group.

    The Boyar Value Group’s 1st Quarter Letter 2025

    Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway

    Jonathan Boyar Highlights 3 Companies from The Forgotten Forty 2025 Edition on Yahoo Finance

  • Podcasts

    Podcast

    "The World According to Boyar podcast brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market." 

    Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway

    AI, Indexes, and Independent Research: Inside Morningstar’s Strategy with CEO Kunal Kapoor

    Thomas Peterffy's insights on Interactive Brokers' market position, growth potential, and his journey from humble beginnings to tremendous financial success.

  • Media Appearances

    Media

    Check out the latest media appearances from the team at Boyar Value Group.

    Jonathan Boyar Highlights 3 Companies from The Forgotten Forty 2025 Edition on Yahoo Finance

    Boyar Research’s Flagship Report, The 2025 Forgotten Forty, Featured in Barron’s

    Best Stock Ideas For 2024

  • Team
  • Contact
  • Schedule a Meeting

The Boyar Value Group’s 1st Quarter Letter 2025

The Boyar Value Group's 1st Quarter Letter 2023 - Boyar Value Group

The Boyar Value Group's 3rd Quarter Letter 2024

The Boyar Value Group's 2nd Quarter Letter 2024

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

Please find an excerpt of the letter below:

The first quarter of 2025 reminded investors that markets don’t move in straight lines. After notching a record high on February 19th, the S&P 500 closed the quarter down 4.6%—its worst performance since 3Q2022. Most of the damage came from last year’s highflyers: shares of the so-called “Magnificent Seven” fell nearly 15% on average and were off 21% from their December 2024 peak.  Meanwhile, the rest of the S&P 500 managed a modest 0.4% gain during the quarter. After years of widening performance gaps between mega-cap tech and everything else, the rubber band finally began to snap back—albeit not in the way investors might have hoped! ...

Please click here to read the entire letter.
Client Letter BAM Client Letter

The Boyar Value Group's 1st Quarter Letter 2023 - Boyar Value Group

The Boyar Value Group's 3rd Quarter Letter 2024

The Boyar Value Group's 2nd Quarter Letter 2024
Previous

Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway