Barron's Live Bargain Hunting with Jonathan Boyar
Oct 13, 2025
In this insightful discussion, Jonathan Boyar, Principal at the Boyar Value Group and author of the 'Forgotten 40' list, shares his expertise on undervalued stocks. He explores the potential for a soft landing in the economy and the implications for the housing market. Boyar cautions against complacency in corporate credit, debates the hype around AI investments, and highlights intriguing asset plays like Madison Square Garden Sports and Atlanta Braves Holdings. He also offers tips on avoiding value traps and shares his picks for high-dividend stocks.
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Transcript
Episode notes
Unifirst Poised For A Succession-Driven Sale
- Unifirst trades cheaply and likely faces eventual sale due to family ownership and succession issues.
- Boyar expects capitalism to prevail and a potential takeover to unlock value.
Scott’s Set To Recover After Cannabis Exit
- Scott's Miracle-Gro should benefit from exiting failed cannabis investments and falling leverage.
- Boyar sees strong brands and eventual private-market interest lifting valuation.
Firm History With Family-Controlled Winners
- Boyar recounts his firm's long history of investing with family-controlled businesses.
- He notes such firms often outperform because owners manage for the long term, not quarterly results.
