Jonathan Boyar

What Jonathan Boyar has said on podcasts

50 statements

1. on Buy-and-hold investingNegativeSep 25, 2026· The Compound and Friends

   Buy-and-hold is an outcome of successful investing, not a standalone strategy.

   “Buy and hold, I don't think it ever worked. I kind of reject the premise of buy and hold. I think buy and hold- is a result of an investment strategy, not an investment strategy in and of itself.”

   Listen at 6:16

   Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
2. on Individual stock investingPositiveSep 25, 2026· The Compound and Friends

   Investors should hold attractive companies while continuously reevaluating execution, competition, and valuation.

   “if you are a good stock picker and you're able to find great companies and buy it at a reasonable or an attractive price, hold on to it, but continuously reevaluate it.”

   Listen at 6:32

   Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
3. on Coca-Cola valuationNegativeSep 25, 2026· The Compound and Friends

   Coca-Cola’s extreme valuation led to substantial subsequent underperformance.

   “Great business, terrible valuation. And since then, it dramatically underperformed the S&P 500”

   Listen at 9:12

   Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 25, 2026Boyar finds opportunity in hated stocks and compressed valuationsThe Compound and FriendsSep 25, 2026Guest
• Aug 18, 2026Rising yields test markets as AI debt moves off balance sheetsThe Compound and FriendsAug 18, 2026