Investing in Companies That Put Shareholders First with Joseph Boskovich
Excess Returns
00:00
How to Calculate the Integrative Value of a Company
Q: Can you talk about how it goes from like an idea to in the portfolio, because I know there's a team there. So we have a four person investment team, myself, Brian Lacks, who's another portfolio manager and partner,. Joe and Chad Cook are the four person team. And we all generate ideas. Typically, it'll it'll check one of the boxes and go onto our watch list. Q: Do you guys try to poke holes in the thesis for those positions or just how does it actually work? Sure. It's really tough sometimes to find something.
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