Excess Returns

Investing in Companies That Put Shareholders First with Joseph Boskovich

07.06.2023 - By Jack Forehand and Justin CarbonneauPlay

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In this episode, we speak with Old West's Joseph Boskovich about their process for uncovering companies that focus on adding value for their shareholders. We discuss thy key criteria they use to find these types of companies, the importance of insider ownership, how they look at valuing companies and how they look at capital allocation. We also cover inflation, Joe's lesson's from working in the produce business and a lot more.

We hope you enjoy the discussion.

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