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Holly LaFon
Holly LaFon
Articles (8704)  | Author's Website |

Jonathan Boyar Joins Grant's Interest Rate Observer for Podcast Interview

President of Boyar Research discusses where he is finding value

February 06, 2018 | About:

Jonathan Boyar, president of Boyar Research, joined Grant’s Interest Rate Observer’s podcast this week to discuss a range of topics centered on markets and investing.

Jim Grant interviewed Boyar about non-index stocks, the importance of patience and the right partners who understand a manager's investing process. Boyar’s involves looking for companies with hidden assets, which led him to Madison Square Garden (NYSE:MSG), as it owns the air rights above its property. He also looks for great consumer franchises that are masked by a corporate name, and spin-outs, such as Conduent (NYSE:CNDT), which is 9% owned by Carl Icahn and was formerly a part of Xerox (NYSE:XRX). Out-of-favor sectors he is currently interested in include retailers and media.

Boyar is a value-oriented firm that as of September consists of six analysts and investment professionals with backgrounds in finance, business and law.

Listen to the podcast here.

About the author:

Holly LaFon
I'm a financial journalist with a master of science in journalism from Medill at Northwestern University.

Visit Holly LaFon's Website


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