Joe Boskovich's guest appearances

Joe Boskovich

Planet MicroCap Podcast | MicroCap Investing Strategies

Value Hive Podcast

Yet Another Value Podcast

Jeremy Raper

Ben Claremon

Adam Wilk

Yaron Naymark

Dave Waters

Keith Smith

Bill Brewster

Gary Mishuris

Sean Iddings

Elliot Turner

Paul Andreola

Harris Perlman

David Polansky

Alex Morris

Brent Beshore

OwlTail

Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next level and how WildBrain Spark could be a huge growth story.Joe's Twitter: https://twitter.com/boskovic64Old West Investment website: https://www.oldwestim.com/pressChapters0:00 Intro2:10 Quick discussion of IDT and their spins5:55 WildBrain investment thesis overview21:30 Devil's Advocate: Haven't these franchises been passed around a lot?35:00 Could the Apple partnership get the Peanuts brand growing again?46:35 WildBrain Spark: just another YouTube channel, or real growth asset?1:00:45 How does this compare to LGF's valuation?1:10:55 Quantifying WildBrain's upside ~3 years out1:19:30 Bonus point: could WildBrain go D2C?

Joe Boskovich, a partner at Old West Investment Management, dives deep into his investment thesis on WildBrian (WLDBF), including why he thinks Apple could drive the Peanuts brand to the next level and how WildBrain Spark could be a huge growth story. Joe's Twitter: <a href="https://twitter.com/boskovic64" rel="nofollow" target="_blank">https://twitter.com/boskovic64</a> Old West Investment website: <a href="https://www.oldwestim.com/press" rel="nofollow" target="_blank">https://www.oldwestim.com/press</a> Chapters 0:00 Intro 2:10 Quick discussion of IDT and their spins 5:55 WildBrain investment thesis overview 21:30 Devil's Advocate: Haven't these franchises been passed around a lot? 35:00 Could the Apple partnership get the Peanuts brand growing again? 46:35 WildBrain Spark: just another YouTube channel, or real growth asset? 1:00:45 How does this compare to LGF's valuation? 1:10:55 Quantifying WildBrain's upside ~3 years out 1:19:30 Bonus point: could WildBrain go D2C?

Joe Boskovich on WildBrain $WLDBF

Howard Jonas

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according to Joe's write-up, "founded IDT Corporation in 1990 as a provider of a call re-origination service. He took his company public in 1996 and built it to the point where today it generates $1.5 billion in revenue per year from the sale of communications and payment services. IDT has also been incredibly successful at creating value for its shareholders by using the cash flows from its core business to fund a wide array of growth initiatives. In the past decade IDT has spun-off 5 public companies and sold a 6th after which it provided a special dividend to shareholders." Howard is one the best microcap investors, founder, CEO, capital allocators you've never heard of, and Joe has done a ton of work and due diligence on all his businesses. For more information about Old West Investment Management, please visit: https://www.oldwestim.com/ You can follow Joe Boskovich on Twitter @boskovic64: https://twitter.com/boskovic64 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

For this episode of the Planet MicroCap Podcast, I spoke with Joe Boskovich. He is the Founder and Co-Partner of Old West Investment Management. We did an interview for the SNN YouTube Channel, where we dive deep into Joe's investment strategy, so I invite you all to check that out. Joe recently published a write-up on Howard Jonas, an investor who has built a billion dollar empire, who, according to Joe's write-up, "founded IDT Corporation in 1990 as a provider of a call re-origination service. He took his company public in 1996 and built it to the point where today it generates $1.5 billion in revenue per year from the sale of communications and payment services. IDT has also been incredibly successful at creating value for its shareholders by using the cash flows from its core business to fund a wide array of growth initiatives. In the past decade IDT has spun-off 5 public companies and sold a 6th after which it provided a special dividend to shareholders." Howard is one the best microcap investors, founder, CEO, capital allocators you've never heard of, and Joe has done a ton of work and due diligence on all his businesses. For more information about Old West Investment Management, please visit: <a href="https://www.oldwestim.com/" rel="nofollow" target="_blank">https://www.oldwestim.com/</a> You can follow Joe Boskovich on Twitter @boskovic64: <a href="https://twitter.com/boskovic64" rel="nofollow" target="_blank">https://twitter.com/boskovic64</a> Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the <a href="https://www.youtube.com/user/SNNWire" rel="nofollow" target="_blank">SNN Network YouTube channel</a>. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: <a href="https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&amp;redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1" rel="nofollow" target="_blank">http://bit.ly/1Q5Yfym</a> <a href="https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2" rel="nofollow" target="_blank">Click here to rate and review the Planet MicroCap Podcast</a> The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of <a href="http://stocknewsnow.com/" rel="nofollow" target="_blank">StockNewsNow.com</a>, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter <a href="https://twitter.com/BobbyKKraft" rel="nofollow" target="_blank">@BobbyKKraft</a>

Ep. 156 - Howard Jonas: One of the Best Investors You've Never Heard of with Joe Boskovich, Co-Founder and Partner at Old West Investment Management

Brian Laks

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/  ---   Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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: <a href="https://twitter.com/boskovic64" rel="nofollow" target="_blank">https://twitter.com/boskovic64</a> - Brian's Twitter: <a href="https://twitter.com/brianlaks" rel="nofollow" target="_blank">https://twitter.com/brianlaks</a> - Old West website: <a href="https://www.oldwestim.com/" rel="nofollow" target="_blank">https://www.oldwestim.com/</a> --- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

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