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Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.

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Latest Issues

Boyar's 2Q 2026 Investor Letter:

“The prevailing view has been that the market will earn a high rate of return if the holding period is long enough, but the entry point is what really matters.”

-Seth Karman

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

4 days ago
13

Inside Fidelity: The Private Dynasty That Changed American Investing

Episode Overview

Fidelity is one of the most important financial companies in America — and also one of the least understood. Millions of Americans know it through their 401(k), brokerage account, or mutual funds, but few know the story be...

11 days ago
5

Are Investors Myopic About this Opportunity?

Opportunity: June 2026

19 days ago
2
Paid

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

Episode Overview

In this episode of The World According to Boyar, Jonathan Boyar welcomes back CNBC Senior Markets Commentator Michael Santoli—the first repeat guest in the show’s history, following his December 2020 appearance in the thic...

a month ago
1

Inside Shareholder Activism with Wachtell Lipton’s Lina Tetelbaum

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 share...

a month ago
1

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