People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
On episode 261 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jonathan Boyar of Boyar Asset Management to discuss why stock picking has gotten so difficult, the dangers of buy-and-hold investing, market concentration, AI-driven stock selloffs, and where value investors are finding opportunities today. They get into Uber, Broadridge, Booking Holdings and Airbnb, Pool Corp, Burger King, Comcast, MGM and the casino business, the pressure on sports betting stocks, plus why seemingly great companies can still be terrible investments at the wrong valuation.
This episode is sponsored by: Grayscale and Federated Hermes.
- To learn more, visithttps://www.grayscale.com/
- Explore their full ETF lineup athttps://federatedhermes.com/
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Grayscale Disclosure:
Grayscale is the world’s largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to ch
