Episode 24

full
Published on:

4th Jun 2024

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

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

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About the Podcast

Guardians of Finance with Matt McLaughlin
Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.
Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you.



Welcome to Guardians of Finance.



Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connections and know what is getting the attention of Clevelands’s Investment community.



Subscribe to the podcast on your favorite podcast platform and head to Guardiansoffinance.com where you can connect or reconnect with the CFA Society of Cleveland and attend an educational or social event, and find volunteer opportunities.

About your host

Profile picture for Matthew McLaughlin

Matthew McLaughlin