At Value Invest New York 2026 (VINY 2026), Jonathan Boyar of Boyar Value Group explained that when investors overpaid for stocks, bad things happened. This is true even if the business is amazing. He noted that it’s happened time and time again, from the 1970s on, and he shared some stock picks.
Background on Jonathan Boyar and Boyar Value Group
Boyar serves as principal at the Boyar Value Group, which is made up of Boyar Asset Management and Intrinsic Value Research, an independent research boutique firm. Prior to Boyar Value Group, he was an associate at Martin Clearwater & Bell and worked in institutional sales at Gabelli & Company.
Boyar’s Intrinsic Value Research is a newsletter covering independent research that they’ve been writing since 1970. The group utilizes that research for the other segment, which manages money for financial firms, institutions and individuals.
Boyar Value Group targets high-quality businesses that are selling at what the team believes are selling at a discount to their intrinsic value. Boyar added that they also look at out-of-favor companies.
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
