Sep 25, 2026 · 1h 8m
Boyar finds opportunity in hated stocks and compressed valuations
People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
The discussion tests whether unpopular companies are genuinely impaired or merely mispriced after forced selling, AI fears, and multiple compression.
- 1Buy-and-hold investing still requires active judgment about business quality, competition, valuation, and market conditions.
- 2Programmatic selling can push unrelated companies lower, creating opportunities when durable businesses remain intact.
- 3Boyar favors unpopular companies including Uber, Broadridge, Booking, Airbnb, Pool Corp, Burger King, Comcast, MGM, and Vici Properties.
Don't miss
Boyar’s case for Uber crystallizes the episode’s central distinction between a broken stock and a broken business.
The brief
Jonathan Boyar joins Josh Brown and Michael Batnick to argue that buy-and-hold is not passive: investors must continually reassess execution, competition, valuation, concentration, and underperformance.
The conversation reframes market-wide selloffs as possible research opportunities, especially when automated baskets and hedge-fund forced selling push unrelated businesses lower together.
Boyar’s favored examples include Uber, Broadridge, Booking, Airbnb, and Pool Corp, where AI fears, post-COVID normalization, or valuation compression may obscure durable economics.
The discussion broadens to Burger King, Comcast, MGM, and Vici Properties, testing whether hated consumer businesses and casino assets offer enough valuation support to offset real risks.
The standout tension is simple but consequential: a weak stock can reflect a broken business, or a sound business temporarily rejected by the market.
Featuring
100 BaggersBooks & mentions
Listen to the full episode and explore every guest, topic, and moment on PodLume.