# brown michael batnick (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover brown michael batnick. Page: Feed: --- ## [Last chance: $300 off Fresh Looks 2026 ends Thursday](https://boyarresearch.substack.com/p/last-chance-300-off-fresh-looks-2026) _2026-08-05 · Boyar Research · Boyar Research_ 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… ## [People Can Change](https://boyarresearch.substack.com/p/people-can-change) _2026-07-31 · Boyar Research · Boyar Research_ Opportunity: July 2026 ## [Fresh Looks 2026, Part I Is Here](https://boyarresearch.substack.com/p/fresh-looks-2026-part-i-is-here) _2026-07-28 · Jonathan Boyar · Boyar Research_ Seven companies. Seven different reasons to take a Fresh Look. ## ["I'll Take Manhattan": How John Catsimatidis Built a $4 Billion Empire](https://boyarresearch.substack.com/p/ill-take-manhattan-how-john-catsimatidis) _2026-07-21 · Jonathan Boyar · Boyar Research_ 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 [Listen](https://api.substack.com/feed/podcast/207832714/f8dbd177eaeb059e416790b8b95b582a.mp3) ## [Boyar's 2Q 2026 Investor Letter:](https://boyarresearch.substack.com/p/boyars-2q-2026-investor-letter) _2026-07-14 · Jonathan Boyar · Boyar Research_ 2Q 2026: The Broadening Arrives—Be Careful What You Wish For ## [Inside Fidelity: The Private Dynasty That Changed American Investing](https://boyarresearch.substack.com/p/inside-fidelity-the-private-dynasty) _2026-07-07 · Boyar Research · Boyar Research_ Wall Street Journal journalist Justin Baer on Fidelity’s private empire, the Johnson family, Jerry Tsai, and the company that helped reshape American investing. [Listen](https://api.substack.com/feed/podcast/205766648/6473d39fa36a239cfa56c005a6cf30f2.mp3) ## [Are Investors Myopic About this Opportunity?](https://boyarresearch.substack.com/p/are-investors-myopic-about-this-opportunity) _2026-06-29 · Boyar Research · Boyar Research_ Opportunity: June 2026 ## [Casino Attached to a Church: Michael Santoli on Speculation, the AI Boom, and Echoes of 2021 and 1999](https://boyarresearch.substack.com/p/casino-attached-to-a-church-michael) _2026-06-18 · Jonathan Boyar · Boyar Research_ 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. [Listen](https://api.substack.com/feed/podcast/202489100/fb1eb4718e79a30127ccc266316740f0.mp3) ## [Inside Shareholder Activism with Wachtell Lipton’s Lina Tetelbaum](https://boyarresearch.substack.com/p/inside-shareholder-activism-with) _2026-06-12 · Jonathan Boyar · Boyar Research_ 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… [Listen](https://api.substack.com/feed/podcast/201669154/80b7efcfbdbcd8de6cbf7549c8047d7a.mp3) ## [Opportunity: May 2026](https://boyarresearch.substack.com/p/opportunity-may-2026) _2026-05-31 · Boyar Research · Boyar Research_ A Long Trip Ahead and Room to Grow ## [Retro Grid Dungeon Crawler (Sponsored)](https://crawlproof.com/a/NixrOfiK0Goq) _2026-05-31 · **Sponsored**_ Retro grid movement with first-person combat, loot and skill-tree progression. ## [Are Josh Brown and Michael Batnick the Howard Stern of Financial Podcasting?](https://boyarresearch.substack.com/p/are-josh-brown-and-michael-batnick) _2026-05-28 · Jonathan Boyar · Boyar Research_ Josh Brown and Michael Batnick on Ritholtz, Authenticity, and Why Risk Finds a Way [Listen](https://api.substack.com/feed/podcast/199532738/b185ee4b6c5a207b982c34e3e33cca89.mp3) ## [Quality Has a Price. Investors Keep Forgetting.](https://boyarresearch.substack.com/p/quality-has-a-price-investors-keep) _2026-05-13 · Jonathan Boyar · Boyar Research_ Three Periods of Euphoria, One Recurring Mistake. ## [Opportunity: April 2026](https://boyarresearch.substack.com/p/opportunity-april-2026) _2026-04-24 · Boyar Research · Boyar Research_ Common Scents? ## [Boyar's 1Q 2026 Investor Letter:](https://boyarresearch.substack.com/p/boyars-1q-2026-investor-letter) _2026-04-21 · Jonathan Boyar · Boyar Research_ “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.… ## [Opportunity: March 2026](https://boyarresearch.substack.com/p/opportunity-march-2026) _2026-03-31 · Boyar Research · Boyar Research_ The Prestigious Brand That Separated from the Field ## [Mr. Goodbar, Josh Brown, and What I Didn’t Know](https://boyarresearch.substack.com/p/mr-goodbar-josh-brown-and-what-i) _2026-03-29 · Jonathan Boyar · Boyar Research_ 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, Independent Thinking, and the Art of Buying What Nobody Wants](https://boyarresearch.substack.com/p/patience-independent-thinking-and) _2026-03-25 · Jonathan Boyar · Boyar Research_ 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… ## [A Warning From 1972 — And Where We’re Finding Value Today](https://boyarresearch.substack.com/p/a-warning-from-1972-and-where-were) _2026-03-24 · Jonathan Boyar · Boyar Research_ 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… ## [Three Things John Rogers Told Me That I'm Still Thinking About Almost 4 Years Later](https://boyarresearch.substack.com/p/three-things-john-rogers-told-me) _2026-03-17 · Jonathan Boyar · Boyar Research_ Before I sit down with him again this week, here's what stuck from our first conversation ## [Hire AI-Powered Professionals (Sponsored)](https://crawlproof.com/a/8jo3b5mGWtEz) _2026-03-17 · **Sponsored**_ Browse public gigs, message candidates, and run video interviews — free to start. ## [Opportunity: February 2026](https://boyarresearch.substack.com/p/opportunity-february-2026) _2026-02-25 · Boyar Research · Boyar Research_ A Real (Estate) Hidden Gem