Source Post
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
Nov 19, 2025
Jonathan Boyar of Boyer Value Group discusses their investment philosophy, which involves taking a private equity approach to public markets by looking for businesses selling at a material discount to what an acquirer would pay, combined with a catalyst for value appreciation over 2-4 years. They consider themselves opportunists and are interested in special situations and undervalued companies.
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