What podcasts say about Jonathan Boyar
Every statement, with the speaker, the exact quote and the moment it was said.
What Jonathan Boyar has said on podcasts
50 statements · 33 positive · 14 negative · 2 mixed · 1 neutral
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.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 6:16
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.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 6:32
Coca-Cola’s extreme valuation led to substantial subsequent underperformance.
“Great business, terrible valuation. And since then, it dramatically underperformed the S&P 500”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 9:12
Concentrated positions can be acceptable for individual investors.
“I think that concentration is okay.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 10:47
Investors usually benefit most from avoiding unnecessary portfolio changes.
“Most of the time, doing nothing is the best thing someone can do.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 11:26
Most stocks will not outperform the S&P 500 over time.
“Most stocks are not going to outperform the S&P 500.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 13:31
Traditional deep-value investing has become associated with broken retail businesses.
“That world is gone. If you're a deep value investor, you're investing in broken retailers.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 15:28
Boyar seeks durable, dominant, or unique businesses that can be held for many years.
“I want to buy something. that I can hopefully, I mean, it's impossible. No one can tell five, 10 years in the future, but you have the chance of owning it for five, 10, 15 years, a great business, a dominant business or something that's unique.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 15:45
Investors should avoid buying stocks that remain in uncontrolled declines.
“You don't want to get in front of a freight train. That's just a recipe to lose money.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 17:00
Investors cannot reliably identify a stock’s exact price bottom.
“no one's ever going to be able to pick a bottom. It's impossible.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 17:38
Travel stocks can offer buying opportunities despite temporarily poor charts.
“you had an opportunity to buy some of these travel stocks for idiotic reasons that the chart didn't look good. But I'm like, why not take a chance on these?”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 17:46
Buying stocks at 60-times earnings makes generating returns difficult.
“It's hard to make money if you buy a stock at 60 times earnings.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 19:49
Walmart’s 40–50-times earnings valuation makes an investment case difficult.
“I think Walmart's 40, 50 times earnings. It's crazy. It's hard to make an investment case.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 19:57
Boyar is avoiding Nike because easier investment opportunities exist.
“So I, it's one that I have just passed on. You could make a lot of money from here. I think there are a lot easier ways to make money.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 23:09
Booking and Airbnb’s basket-driven decline will become a strong buying opportunity.
“And this will turn out to be, I think, a great buying opportunity.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 25:14
Forced selling creates attractive entry points for short- and long-term fundamental investors.
“I think this creates opportunities. I think it creates opportunities for very short-term oriented people who kind of look at fundamentals and people like myself who are looking three, five, ten years down the line because you're able to get these great entry points.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 28:33
Boyar remains bullish on Uber, MSG Sports, and Atlanta Braves Holdings.
“I think my Uber, I still love. MSG Sports and Atlanta Braves Holdings, great stocks.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 29:10
Uber’s stock is unlikely to remain depressed if earnings grow 20–30% annually.
“I think it's almost impossible if it's going to continue growing at 20% to 30% a year for the stock to stay the way it is.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 30:05
Investors should hold Uber because its business fundamentals are strong.
“you have a great business, and this is one that you hold on to. I think this is an example of a buy and hold. because the fundamentals of the business are great.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 30:17
Uber should prioritize business investment, retain cash, and repurchase as much stock as possible.
“they should put whatever they do they need to invest in the business and have a little cash cushion and then just buy stock. as much as they possibly can.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 31:11
Uber is executing well and its stock will eventually be rewarded.
“They're executing. They're doing everything right. At some point, they'll be rewarded. I think the bear case is silly.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 31:50
Holding through Uber’s current weakness will ultimately be worthwhile.
“I think the pain will be well worth it.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 34:25
Stocks with compressed multiples and stable-to-improving businesses offer investors attractive setups.
“The businesses are fine to improving. And I think investors have a great setup.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 35:23
Higher interest rates do not necessarily prevent stocks from performing well over three-to-four-year periods.
“I think it's not a valid conclusion to draw if you take a three or four-year period because we've been. Stocks have done well in those type of interest rates environments.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 36:23
Multiple compression reflects interest rates, AI threats, and lingering COVID effects.
“I don't think you can pin it to one thing. I think that's a significant factor. I think the AI threat on some of these names is another reason. I still think in certain businesses, there's still COVID hangover as well”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 36:57
Regulated, deeply embedded businesses are attractive because customers need them.
“We like these companies that are ingrained in regulatory. heavy businesses that they're needed.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 38:06
Broadridge is essentially a monopoly.
“It's essentially a monopoly.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 38:15
Broadridge’s catalyst could be investors realizing AI and tokens will not destroy its business.
“the catalyst will be. people finally realizing AI or tokens are not going to kill their business.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 41:24
Fears that AI will displace Booking are based on a poor rationale.
“this is a really dumb rationale.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 42:16
AI travel agents will use Booking, making AI adoption positive for the company.
“they're going to use booking this is a positive for booking not of”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 42:54
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.