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Revisiting Boyles Asset Management PLAT Pitch: A Company That Needed More Time To Fire It Up

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Predrag Shipov
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Thrace Plastics PLAT
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In the October 2016 edition of Hidden Value Stocks, Joseph Koster from Boyles Asset Management discussed the firm's investment process, and shared a thesis for Thrace Plastics (ATHEX:PLAT).

Koster has a rich experience, ranging from being a co-portfolio manager in Chanticleer Advisors, where he worked between 2007 and 2013. After a stint at Boyles Asset that lasted between 2013 and 2018, he moved to Sorfis Investment.

Boyles Asset Management Investment Approach

Koster started off by defining the boundaries of the Boyles investment approach. They are heavily influenced by the Carles Munger philosophy of value investing with...

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