PERSON DIRECTORY
Jon Boyar
Jon Boyar appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Boyar Research's Jon Boyar on 2026's Forgotten 40 $UBER $BATRA
Boyar’s 2026 Forgotten 40 favors SMID-cap M&A and financials, with Atlanta Braves Holdings ($BATRA) a roughly $40-to-$60 asset-sale setup.That thesis rests on a tax disadvantage for highly paid players, while Uber may benefit from autonomous vehicles because robotaxis need a hybrid marketplace.Walker’s Uber valuation challenge keeps obsolescence risk alive; UniFirst’s $275 Cintas approach faces 70% family voting control.
