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Joe Boskovich and Brian Laks, Old West Capital (Episode 6)

Joe Boskovich and Brian Laks, Old West Capital (Episode 6)

FromValue Hive Podcast


Joe Boskovich and Brian Laks, Old West Capital (Episode 6)

FromValue Hive Podcast

ratings:
Length:
69 minutes
Released:
Jan 6, 2020
Format:
Podcast episode

Description

Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father. 

I chat with the guys about their investment approach, capital allocation and the importance of owner-operators. Joe discusses Howard Jonas' collection of assets and capital allocation strategies. We also dive into Old West's investment filtering criteria, and their focus on insider purchasing. 

We end the conversation with Brian Laks' bullish case on uranium. Old West opened a separate opportunity-specific fund that's focused exclusively on uranium investments. 

If you want to find out more information, here's where to go:

- Joe's Twitter: https://twitter.com/boskovic64

- Brian's Twitter: https://twitter.com/brianlaks

- Old West website: https://www.oldwestim.com/

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Jan 6, 2020
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support