Boyar Research
Boyar Research, Jonathan BoyarSince 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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 239 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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boyarresearch.substack.comLatest Issues
Quality Has a Price. Investors Keep Forgetting.
In 1999, Walmart traded at 48 times earnings. Five years later, it traded at 19. The business kept performing well the whole way down. Revenues grew, the moat held, the cash machine hummed, and the stock still lost 21 percent over those fiv...
Opportunity: April 2026
Common Scents?
Boyar's 1Q 2026 Investor Letter:
“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...
Opportunity: March 2026
The Prestigious Brand That Separated from the Field
Mr. Goodbar, Josh Brown, and What I Didn’t Know
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: o...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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