Jonathan Boyar's Favorite Cheap Stocks with Catalysts
3/27/20261 hr 13 min
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more! This episode is sponsored by WisdomTree and Janus Henderson Investors. Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at https://www.wisdomtree.com/geopolitical-opportunities Learn more about Janus Henderson Investors at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Clips
Transcript preview
First 90 secondsJosh Brown· Host0:00
Restaurant Brands is a health food chain. [laughs] It's, uh- What is that? QSR is the ticker. It's Burger King, Popeyes, Tim Horton's, and what's the fourth?
Jonathan Boyar· Guest0:09
Fire, Firehouse and- Firehouse Subs. Yeah.
Michael Batnick· Host0:11
What's the... That's not in New York. That's not in New York.
Speaker 30:13
Firehouse.
Michael Batnick· Host0:13
Firehouse Subs?
Jonathan Boyar· Guest0:14
It's very small.
Josh Brown· Host0:15
I had Firehouse Subs once.
Speaker 30:16
It's very- It's ex- it's like, uh, it's like Jersey Mike's.
Jonathan Boyar· Guest0:18
Yeah.
Josh Brown· Host0:19
So, yeah.
Michael Batnick· Host0:19
Um, my favorite fast food sandwich place- Yeah ... is Jimmy John's.
Jonathan Boyar· Guest0:25
Yeah.
Michael Batnick· Host0:26
Who owns them?
Josh Brown· Host0:26
I don't think I ever had that.
Jonathan Boyar· Guest0:27
Is that even... Is that public?
Michael Batnick· Host0:29
Let me ask the machine.
Speaker 30:31
Do we have Jimmy John's on the app?
Michael Batnick· Host0:32
Who owns Jimmy John's?
Josh Brown· Host0:35
[applause] Michael's doing research.
Jonathan Boyar· Guest0:37
Yeah, yeah.
Josh Brown· Host0:37
Hang on.
Jonathan Boyar· Guest0:38
Jimmy John.
Michael Batnick· Host0:39
[laughs] No. [laughs] Uh, Roark Capital Group, private equity.
Josh Brown· Host0:42
Right.
Michael Batnick· Host0:42
Okay.
Josh Brown· Host0:42
Very, very intense private- Roark also owns other restaurant chains like Arby's, Buffalo Wild Wings, and Sonic.
Jonathan Boyar· Guest0:49
Oh, they have a Buffalo Wild Wings? Shit, that's good.
Speaker 30:51
Ooh, I love Sonic.
Michael Batnick· Host0:52
What is Sonic? Burgers?
Jonathan Boyar· Guest0:54
The burgers.
Speaker 30:54
They have, like, everything.
Josh Brown· Host0:56
It's like, it's- Corndogs, burgers. But people go there for the drinks now, right?
Speaker 30:59
The shakes and the coffees. The drinks, yeah, the slushies are so good.
Josh Brown· Host1:02
It's- Will they still have, like, the drive up stalls?
Speaker 31:04
Just, yeah, yeah.
Michael Batnick· Host1:04
No offense, that's so gross.
Speaker 31:06
You, you, pull up and you- [laughs] Like, getting a slushie with a hamburger. Like, a packet of ketchup.
Michael Batnick· Host1:10
Like, how fat are you? [laughs] And I'm, I'm fat myself. [laughs] I'm a skinny fat guy. I get it, but come on. [laughs] I'm a 0% chance. I'm a 0% chance.
Josh Brown· Host1:18
All right. Are we gonna make a show or what? What are we thinking? Josh, are, John, are you a fast food guy?
Michael Batnick· Host1:22
Try that, try that fancy shit up.
Speaker 31:22
Make a show.
Jonathan Boyar· Guest1:23
I c- No, I eat healthy- Yeah ... but I will make money off of it.
Michael Batnick· Host1:26
Yeah, you look healthy.
Jonathan Boyar· Guest1:27
Yeah.
Michael Batnick· Host1:28
You look good.
Jonathan Boyar· Guest1:28
Some- Yeah ... somewhat. You want me to start