This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
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Mark Boyar is a well-respected longtime value investor, he publishes a research-intensive newsletter and has an excellent record over many decades. He first mentioned the stocks that he talked about last time he presented, at the Las Vegas iteration of this Congress back in May (we covered that here) — he did well with Dole […]
Mark Boyar does excellent value investing research that he publishes (his firm also manages a mutual fund, Boyar Value (BOYAX) — it’s an expensive fund so I wouldn’t necessarily want to invest there, but his research is great), and he shared a bunch of lessons with us at the Congress today — along with some […]
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