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| Articles about Koster |
| Joe Koster Interview, Part Deux | | 2008-04-18 01:25:00 | | In January of 2007 I posted an interview with Joe Koster, an analyst for the firm where I had interned over the summer.Since then Chanticleer earned 68% net to investors in 2007, by mining for micro-cap value stocks and doing intensive research and scuttlebutt, and the stock Joe mentioned in the first interview,Tandy Leather, is down over 65%.Right Price Investing: In the last interview you talked about Tandy as one of the companies in your portfolio, and valued it in the $8.50-9 range, a lot has happened since then and it's currently trading below $3 per share, where do you value it now?Joe Koster: We think the value is north of $6 for sure.We think it will still be worth $8-10 once they get back to a more normal environment, although the time frame for getting there may be pushed back a bit. At the time of our first interview TLF was at about $7.80 per share, so I mentioned the margin of safety wasn't really there.We got interested again when we though it was a fifty cent dollar, abo | | By: Value INvesting, and a Few Cigar Butts | | |
| | Interview with Joe Koster | | 2007-01-19 17:50:00 | | This summer (summer of '06) I interned for a value fund in Charlotte, North Carolina. The fund is Chanticleer. I was introduced to the fund, which is intertwined with Coastal Carolina , by Joe Koster who went to Coastal and currently works for Chanticleer as an analyst. Joe e-mailed with help on analyzying insurance companies, and I offered to intern for the fund.
I eventually met Joe in person | | By: Value INvesting, and a Few Cigar Butts | | |
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