Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments
Guardians of Finance with Matt McLaughlin · CFA Society Cleveland
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Show Notes
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:
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: