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Forbes
 

 

Jonathan Boyar was invited to become a contributor to Forbes. Below are the articles he has written thus far. If you would like to receive his latest articles as they are published (as well as other valuable content produced by the Boyar Value Group), please click here.

Spotting Investment Opportunities in Out of Favor Industries 

Published on: 03/26/2019 image-9

Over the long run, stock markets are fairly efficient. In the shorter term however, valuations can go to extremes both on the low and high sides. Investors usually create these anomalies by piling into whatever is currently in vogue and indiscriminately selling whatever is out of favor. For example, in 1992, a bubble in the pharmaceutical industry popped. On average, drug stocks lost 40% of their value as growth slowed and profits began to erode due to increased discounting and generic competition. Another shoe dropped when the Clinton administration attempted to enact healthcare reform, and investors began questioning the long-term profitability of the pharmaceutical industry. In this article, we discuss an industry that is currently out of favor, creating opportunities (in our opinion) for long-term patient investors. 

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Value Hides In Plain Sight: Understanding Hidden Assets And How To Find Them

Published on: 02/12/2019

Since I was a kid, I've heard my father tell a story about his daily commute to work. Every morning, he' d walk by Tiffany & Co.'s flagship store on Fifth Ave and 57th Street. He knew investors were attracted to the company' s strong brand, but were they getting the whole story? In particular, my father wondered whether Tiffany owned it's iconic Manhattan property. His curiosity finally got the better of him, leading him to dig into the company' s filings. That task took a bit more legwork in the 1970s than in today' s digital world, but he finally discovered that yes, the company did own the building. In fact, the company's real estate was worth more than its entire market capitalization. At The Boyar Value Group, we refer to certain assets such as buildings as "hidden assets" as they can be understated, obscured or even missing from a company' s balance sheet due to generally accepted accounting principles. In this article, we discuss two publicly traded companies that currently have "hidden assets". 

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Two Simple Techniques Individual Investors Can Use To Outperform The Pros

Published on: 09/21/2018

Professional investors have teams of analysts who scour the world looking for investment ideas, databases full of historical investment information, and in many instances access to the CEO' s of the companies they invest in. However, individual investors have advantages over the professionals that they can exploit to help them outperform. In this article, we detail two simple techniques smart investors use that individuals can also utilize to try and outperform the pros. 

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5 Behaviors Of Highly Successful Business People: Takeaways From Home Depot Cofounder Ken Langone

Published on: 09/12/2018

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What separates a good business from a great business? Home Depot cofounder Ken Langone believes it all comes down to people. On The World According to Boyar podcast, Jonathan Boyar sat down with Ken to ask how he had found his path to becoming a successful businessman: Had he glued his eyes to the market? Had he stayed up nights endlessly crunching the numbers? In the interview, Ken emphasizes that two of the most important determinants of business's success is retaining the right people and having the guts to push the envelope, because, as he said, "the world belongs to risk-takers." After the interview, I jotted down 5 behaviors every business person should adopt. You can find them by clicking below. 

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A Complimentary eBook from Boyar Value Group

Rules-Boyar-3DClick here to download your complimentary copy of

Harriman's New Book of Investing Rules

with a chapter by Jonathan Boyar. 

Click Here To Download Your Copy

About The Boyar Value Group

Boyar Asset Management

We have been managing money since 1983 utilizing our proprietary in-house value oriented equity strategies. We manage money for high net worth individuals and institutions via separately managed accounts. To find out how we can help you with your money management needs please click here

Boyar Research
Since 1975 we have been producing independent research on intrinsically undervalued companies across the market capitalization spectrum and in a wide variety of industries using a business person’s approach to stock market investing. To find out how we can help you with your research needs please click here


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