Archive - Boyar Research

A Premium Business at a Discount

Opportunity: August 2026

Aug 31 • Boyar Research

Last chance: $300 off Fresh Looks 2026 ends Thursday

Aug 5 • Boyar Research

July 2026

People Can Change

Opportunity: July 2026

Jul 31 • Boyar Research

Fresh Looks 2026, Part I Is Here

Seven companies. Seven different reasons to take a Fresh Look.

Jul 28 • Jonathan Boyar

"I'll Take Manhattan": How John Catsimatidis Built a $4 Billion Empire

Red Apple Group founder John Catsimatidis on turning $5 million of Manhattan real estate into $100 million, financing an empire on vendor credit, and…

Jul 21 • Jonathan Boyar and Boyar Research

27:52

Boyar's 2Q 2026 Investor Letter:

2Q 2026: The Broadening Arrives—Be Careful What You Wish For

Jul 14 • Jonathan Boyar and Boyar Research

Inside Fidelity: The Private Dynasty That Changed American Investing

Wall Street Journal journalist Justin Baer on Fidelity’s private empire, the Johnson family, Jerry Tsai, and the company that helped reshape American…

Jul 7 • Boyar Research and Jonathan Boyar

39:46

June 2026

Are Investors Myopic About this Opportunity?

Opportunity: June 2026

Jun 29 • Boyar Research

Casino Attached to a Church: Michael Santoli on Speculation, the AI Boom, and Echoes of 2021 and 1999

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…

Jun 18 • Jonathan Boyar, Boyar Research, and Amalia Danci

39:05

Inside Shareholder Activism with Wachtell Lipton’s Lina Tetelbaum

Jun 12 • Jonathan Boyar, Boyar Research, and Amalia Danci

44:36

May 2026

Opportunity: May 2026

A Long Trip Ahead and Room to Grow

May 31 • Boyar Research

Are Josh Brown and Michael Batnick the Howard Stern of Financial Podcasting?

Josh Brown and Michael Batnick on Ritholtz, Authenticity, and Why Risk Finds a Way

May 28 • Jonathan Boyar and Boyar Research

1:03:04

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