Joe Boskovich (@boskovic64) 's Twitter Profile
Joe Boskovich

@boskovic64

Partner at Old West Investment Management, LLC. Concentrated value investor, with a focus on owner manager run companies, special situations and spinoffs.

ID: 2926103221

linkhttps://www.oldwestim.com/press calendar_today10-12-2014 18:51:15

1,1K Tweet

6,6K Followers

963 Following

Kevin Bambrough (@bambroughkevin) 's Twitter Profile Photo

Chatting with a friend this aft about long term macro and Gold. Got me all fired up because we are at a period in time similar to 1970. Since then (50years) the gold price has gone up ~57x and the next 50 years will see the same move… possibly much more. Yes. I’m saying…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

We are honored to be interviewed in This months Value Investor Insight. We discuss our philosophy and our investments in $FLMMF $FIL.TO $BG $SMRT $AFM.V $AFMJF $WLDBF $WILD.TO Issue here : oldwestim.com/_files/ugd/718…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

Apple’s commitment to Peanuts and Snoopy is impressive. The $WILD.TO $WLDBF partnership with $AAPL extends beyond just streaming. This watchOS update highlights just how ingrained the Peanuts IP is becoming with the Apple brand. apple.com/newsroom/2023/…

Focusdst (@focusdst) 's Twitter Profile Photo

Thank you Justin J. Carbonneau & Jack Forehand for interviewing Joe Boskovich Sr on Excess Returns Podcast. lnkd.in/gMDdi7xf Old West Investment Management, LLC #insidertrading #ceo #investing #podcast #youtube #investmentmanagement #interviewing Joe Boskovich & Brian Laks

Brandon Beylo (@marketplunger1) 's Twitter Profile Photo

Michael Burry's latest 13F filing is out. Here's what caught my eye: • $900M in $SPY Puts • $738M in $QQQ Puts • Bought Vital Energy $VTLE • Bought Generac $GNRC • Bought Expedia $EXPE TL;DR: Huge short exposure to SPY/QQQ while long industrials, energy, consumer disc.

Michael Burry's latest 13F filing is out.

Here's what caught my eye:

• $900M in $SPY Puts
• $738M in $QQQ Puts
• Bought Vital Energy $VTLE
• Bought Generac $GNRC
• Bought Expedia $EXPE 

TL;DR: Huge short exposure to SPY/QQQ while long industrials, energy, consumer disc.
Joe Boskovich (@boskovic64) 's Twitter Profile Photo

Old West partner, Brian Laks, on Brandon Beylo Value Hive podcast discussing Old West’s exposure to base metals positions in our portfolio.  #uranium #tin #Lithium #copper $CCJ $NXE $AFMJF   podcasts.apple.com/us/podcast/val…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

New ‘Peanuts’ Animated Film in the Works at Apple – The Hollywood Reporter $WLDBF $WILD.TO hollywoodreporter.com/movies/movie-n…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

Limoneira Announces Process to Explore Strategic Alternatives to Maximize Value | Business Wire $LMNR businesswire.com/news/home/2023…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

Great podcast episode with Old West partner, Brian Laks. m.youtube.com/watch?v=V7HDNb…. He discusses #uranium #copper #tin #silver #gold and some of our biggest positions $CCJ, $NXE, $FIL.TO, $AFM.V, $MLX.AX, $ADT.AX

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

BHP and Lundin Mining boost copper access, to buy Filo for $3.25 bln | Reuters - We discussed how we found $FIL.TO in this recent podcast interview. m.youtube.com/watch?v=V7HDNb… reuters.com/markets/deals/…

Joe Boskovich (@boskovic64) 's Twitter Profile Photo

Hallelujah!! Long awaited. Debt stack refinance and now the TV broadcast asset sale to IOM Media!! $WILD.TO $WLDBF prnewswire.com/news-releases/…

Joeyboskovichqb (@joeyboskovich) 's Twitter Profile Photo

I am excited to announce that I have transferred to Notre Dame High School. I am grateful for all the connections I made throughout my first year at Loyola, and I am excited to begin this new journey. Go knights!! Notre Dame Knights Athletics Evan Yabu Jonathon Rowe NotreDameKnightsFootball

I am excited to announce that I have transferred to Notre Dame High School. I am grateful for all the connections I made throughout my first year at Loyola, and I am excited to begin this new journey. Go knights!!
<a href="/NDAthleticsSO/">Notre Dame Knights Athletics</a> 
<a href="/EvanYabu/">Evan Yabu</a> 
<a href="/Coach_JRowe/">Jonathon Rowe</a> 
<a href="/ndhsfootball444/">NotreDameKnightsFootball</a>
TheGladiator (@thegladiatorhc) 's Twitter Profile Photo

You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly..... You people have no idea whatsoever what we’re facing. “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth, with no