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Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments

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Konten disediakan oleh CFA Society Cleveland. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CFA Society Cleveland atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to the Carolinas where he lived through college and early in his career before returning. We talk with Joe about the origins of his Substack newsletter, how he integrates security selection into portfolios as a registered investment advisor, and some of his favorite golf courses in the area. Thanks for listening and we hope you enjoy this episode with Joe Koster. Connect with Joe here:

Joe Koster LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here:

Matt McLaughlin LinkedIn

  continue reading

28 episode

Artwork
iconBagikan
 
Manage episode 421906156 series 3445185
Konten disediakan oleh CFA Society Cleveland. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CFA Society Cleveland atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to the Carolinas where he lived through college and early in his career before returning. We talk with Joe about the origins of his Substack newsletter, how he integrates security selection into portfolios as a registered investment advisor, and some of his favorite golf courses in the area. Thanks for listening and we hope you enjoy this episode with Joe Koster. Connect with Joe here:

Joe Koster LinkedIn

Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director & Vice President for the CFA Society of Cleveland. Connect with Matt here:

Matt McLaughlin LinkedIn

  continue reading

28 episode

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