“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research

Edward Blad of the IRF Podcast is joined by Jonathan Boyar, Managing Director of Boyar Research, to discuss US equity ideas. 

Boyar Research carries out fundamental research rigorously going through company’s financial statements, tearing them apart and reconstructing them in accordance with economic reality as opposed to generally accepted accounting principles. They seek possible investment opportunities across the market capitalisation spectrum and within a diverse range of industries. A large number of the companies featured in their publications are not widely followed by Wall Street. Boyar's Forgotten Forty portfolio has produced an average annual gain of 9.6% over the past decade, versus the 8% average, for the Russell 1000 Value index. 

Stocks discussed include: Liberty Braves, Scotts Miracle-Gro, CVS Health Corp, Microsoft, Home Depot, Twitter.