Joe Koster @jtkoster
Sorfis Investments, LLC — Coastal Carolina University — All thoughts are my own opinions, not investment advice. valueinvestingworld.substack.com Chardon, Ohio Joined July 2010-
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Joe Koster retweeted
Peter Kaufman: I’m the only person on Earth who can define Circle of Competence Here it is…
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"[There's] this theme of ‘finding your own way.’ One of the most common mistakes that I see people make—whether you're talking about kids or adults—in the learning curve is trying to do it like someone else does it; whether it's your dad, or your hero, or Michael Jordan, or Tiger…
“Talking to management is not a perfect art. Management talks about what management wants to talk about. And they have, sometimes, their own agenda. But I think you can get a lot from the conversation around what’s the likely direction—both of where they’re taking the assets,…
“Talking to management is not a perfect art. Management talks about what management wants to talk about. And they have, sometimes, their own agenda. But I think you can get a lot from the conversation around what’s the likely direction—both of where they’re taking the assets,…
I enjoyed the thoughts from @iancassel in this chat, especially the golf analogies. It reminded me of more parallels between golf, investing, and greatness, as exemplified by the legend that was Ben Hogan. In Omaha for the Berkshire Meeting this year, a friend, also named Ben,…
I enjoyed the thoughts from @iancassel in this chat, especially the golf analogies. It reminded me of more parallels between golf, investing, and greatness, as exemplified by the legend that was Ben Hogan. In Omaha for the Berkshire Meeting this year, a friend, also named Ben,…
This Howard Marks quote from 2017 seems especially relevant after the last week or so: “Most people don’t want to tempt fate by saying things will go well forever, and in fact they know they won’t. It’s just that they can’t decide what it is that will go wrong. The truth is…
This Howard Marks quote from 2017 seems especially relevant after the last week or so: “Most people don’t want to tempt fate by saying things will go well forever, and in fact they know they won’t. It’s just that they can’t decide what it is that will go wrong. The truth is…
Joe Koster retweeted
Links - 05/05/2025 [free] open.substack.com/pub/valueinves… “You get a few breaks in life in terms of people you will meet who will just change your life dramatically. You need a handful of those and, when you get them, you treasure them.” —Warren Buffett
These related quotes seem relevant for many things happening in the world today (and always)... “A reliable way to make people believe in falsehoods is frequent repetition, because familiarity is not easily distinguished from truth. Authoritarian institutions and marketers have…
Joe Koster retweeted
I’m happy to share the Semper Augustus annual letter. We’ll have the letter on the website shortly. In the interim, here’s the letter posted by great friend @jtkoster this evening. Many thanks for the encouragement and appreciation of this annual effort. drive.google.com/file/d/1e2wevi…
Margin of Safety MasterClass: How to think about value investing [featuring Seth Klarman] youtube.com/watch?v=YDUto3…
New Tony Deden interview…
Thank you, William! 🙏🏻
If you have any interest in investing Japan during this volatility, I highly recommend following this Substack.
If you have any interest in investing Japan during this volatility, I highly recommend following this Substack.
Joe Koster retweeted
My friend @jtkoster writes a @SubstackInc called Value Investing World which I find to be a great source of curated article links (I believe he helped @ChrisBloomstran get his great annual letters out to a larger audience. Take a listen to what he has to say on Guardians of…
I enjoyed speaking with Matt McLaughlin, Portfolio Specialist at Diamond Hill Capital Management, on the Guardians of Finance Podcast… podcasts.apple.com/us/podcast/joe…
Joe Koster retweeted
A single PDF for Parts 1-29 of the Investing Thoughts and Wisdom series... open.substack.com/pub/valueinves…
The timestamp (30:54 mark) to the Berkshire annual video, which is public for the first time this year, and a tribute to Charlie Munger and some of his greatest hits… youtube.com/live/X3wLdzddR…
“The more persistent you are, the more chances you get to be lucky.” —Kevin Kelly
“The more persistent you are, the more chances you get to be lucky.” —Kevin Kelly
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