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This is your last chance to save $300 on Boyar’s annual Fresh Looks 2026 special edition. Each summer, we go back through our coverage universe of 200+ previously profiled companies and select those where significant developments have occurred that we believe are not yet reflected in the share price. Part I is available now, with Part II arriving later this month. Through midnight Eastern Time on…
Opportunity: July 2026
Seven companies. Seven different reasons to take a Fresh Look.
Red Apple Group founder John Catsimatidis on turning $5 million of Manhattan real estate into $100 million, financing an empire on vendor credit, and the one major business decision he hasn't made yet
2Q 2026: The Broadening Arrives—Be Careful What You Wish For
Wall Street Journal journalist Justin Baer on Fidelity’s private empire, the Johnson family, Jerry Tsai, and the company that helped reshape American investing.
Opportunity: June 2026
CNBC’s Senior Markets Commentator—and the show’s first-ever repeat guest—on short selling, AI spending, market concentration, and why the bar is high for what’s been working to keep working.
Episode Overview: In this episode of The World According to Boyar, Jonathan Boyar speaks with Lina Tetelbaum, a corporate partner at Wachtell Lipton, one of the world’s most influential corporate law firms, where she heads the firm’s shareholder engagement and activism defense practice. Lina takes us inside the world of shareholder activism — how activists choose targets, the small universe of…
A Long Trip Ahead and Room to Grow
Josh Brown and Michael Batnick on Ritholtz, Authenticity, and Why Risk Finds a Way
Three Periods of Euphoria, One Recurring Mistake.
Common Scents?
“The big profits I have made were through very long planning, waiting and watching.” – Philip Fisher 1Q 2026: Markets Relearn an Old Lesson The first quarter of 2026 was a reminder of an old lesson: stocks rarely move higher in a straight line. When geopolitical shocks hit a market already burdened by elevated valuations and weak consumer confidence, a market decline should not come as a surprise.…
The Prestigious Brand That Separated from the Field
Earlier this past January, I got a LinkedIn connection request from Josh Brown. I assumed it was someone on his team expanding his network and didn’t think much of it. Later that day, our director of research Joe Mareci flagged something: on The Compound and Friends — hosted by Josh Brown and Michael Batnick — they had mentioned The Forgotten Forty — specifically our Uber thesis, which Barron’s…
Patience and independent thinking are easy to admire and much harder to practice. That is especially true when a stock is controversial, sentiment is poor, and the easiest decision is to do nothing. That was the lesson that kept surfacing when I interviewed John Rogers at the New York Value Conference , and nowhere was it more clearly illustrated than in his discussion of Sphere Entertainment. At…
In 1972, the most celebrated stocks in America traded at an average P/E of 42x. Analysts called them the Nifty Fifty — Polaroid, Avon, Xerox, McDonald’s. The logic was seductive. These were exceptional businesses. Unique. Impervious to cycles. A buy at any price. By 1974, they had fallen by an average of 60%. Most of the damage happened in just 18 months. The lesson wasn’t that these were bad…
Before I sit down with him again this week, here's what stuck from our first conversation
A Real (Estate) Hidden Gem
