Quality Has a Price. Investors Keep Forgetting.

Three Periods of Euphoria, One Recurring Mistake.

May 13 • Jonathan Boyar and Boyar Research

26

6

April 2026

Opportunity: April 2026

Common Scents?

Apr 24 • Boyar Research

9

Boyar's 1Q 2026 Investor Letter:

Apr 21 • Jonathan Boyar and Boyar Research

6

March 2026

Opportunity: March 2026

The Prestigious Brand That Separated from the Field

Mar 31 • Boyar Research

2

Mr. Goodbar, Josh Brown, and What I Didn’t Know

Mar 29 • Jonathan Boyar and Boyar Research

5

1

Patience, Independent Thinking, and the Art of Buying What Nobody Wants

Mar 25 • Jonathan Boyar

13

A Warning From 1972 — And Where We’re Finding Value Today

Mar 24 • Jonathan Boyar

12

Three Things John Rogers Told Me That I'm Still Thinking About Almost 4 Years Later

Before I sit down with him again this week, here's what stuck from our first conversation

Mar 17 • Jonathan Boyar

9

February 2026

Opportunity: February 2026

A Real (Estate) Hidden Gem

Feb 25 • Boyar Research

1

January 2026

Opportunity: January 2026

Did Its Dealmaking Make (Dollars and) Sense?

Jan 23 • Boyar Research

5

Boyar Value Group 2025 Year-End Review

When History Becomes a Less Reliable Guide.

Jan 16 • Jonathan Boyar and Boyar Research

6

December 2025

Opportunity: December 2025

Booking Future Gains?

Dec 29, 2025 • Boyar Research