TIP599: Top Stocks for 2024 w/ Jonathan Boyar

TIP599: Top Stocks for 2024 w/ Jonathan Boyar

On today’s episode, 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: 00:00 - Intro. 02:45 - How a company makes the list of the Forgotten Forty. 09:52 - Potential catalysts Jonathan looks for in his investments. 14:30 - Why Uber remained on the Forgotten Forty list after being the list’s top performer in 2023. 21:58 - Jonathan’s thoughts on the underperformance of small-cap stocks since 2015. 28:04 - An overview of Interactive Brokers stock. 39:22 - Why Bill Ackman has taken a massive stake in Howard Hughes. 50:26 - Why Jonathan likes Madison Square Garden Sports Corporation. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com. Boyar Research’s Forgotten Forty. Boyar Research’s Substack. Books mentioned: 100 Baggers by Chris Mayer. Related Episode: TIP518: The Buy List for 2023 w/ Eddy Elfenbein | YouTube video. Check out all the books mentioned and discussed in our podcast episodes here. Follow Jonathan on Twitter. Follow Clay on Twitter. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Shopify Netsuite Vanta HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episoder(1175)

TIP 023 : Stock Market Bubbles and Asset Allocation (Investing Podcast)

TIP 023 : Stock Market Bubbles and Asset Allocation (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Paul Arnold, and what is asset allocation? How can I make the optimal asset allocation? Can stock picking be profitable when the stock market is overvalued? A...

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TIP 022 : Influence - The Psychology of Persuasion - Robert Cialdini's Book (Investing Podcast)

TIP 022 : Influence - The Psychology of Persuasion - Robert Cialdini's Book (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Robert Cialdini and what is his book “Influence” all about? How can you become influential in business? How do you avoid being negatively influenced by others?...

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TIP 021 : How to Invest in Real Estate (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: What real estate investing is. Why you should invest in real estate. When you should invest in stocks or real estate. Ask the Investors: How do companies buy back sh...

8 Feb 20151h 8min

TIP 020 : How to Create Passive Income - with Pat Flynn (Investing Podcast)

TIP 020 : How to Create Passive Income - with Pat Flynn (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Pat Flynn? Where should people start in creating their own asset? What is the difference between blogging to generate passive income and blogging to build a br...

31 Jan 20151h 8min

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: What is High Frequency Trading? How does High Frequency Trading work? How will High Frequency Trading affect me as an investor? Ask the Investors: Should I use techn...

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TIP 018 : Tony Robbins' Book - Money, Master the Game (Investing Podcast)

TIP 018 : Tony Robbins' Book - Money, Master the Game (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Tony Robbins and what is his book “MONEY – Master the Game” all about? What do billionaires all have in common? What’s the best advice from a list of billionai...

20 Jan 20151h 2min

TIP 017 : My Business Deal with Billionaire Mark Cuban (Investing Podcast)

TIP 017 : My Business Deal with Billionaire Mark Cuban (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Stephan Aarstol and what does his company Tower Paddle Boards do? How Stephan Aarstol landed a business deal with Mark Cuban. How to run a business with Mark C...

11 Jan 201559min

TIP 016 : ETFs or Mutual Funds? We ask MorningStar Expert (Investing Podcast)

TIP 016 : ETFs or Mutual Funds? We ask MorningStar Expert (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: Who is Alex Bryan? What is an ETF? Why you should own an ETF instead of a mutual fund? Ask The Investors: How much accounting should I know before picking individual...

4 Jan 201533min

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