Episode 11 – Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value. Here’s what we talk about in today’s podcast: Cliff’s early days at UBS The genius of the bankruptcy system How Cliff finds ideas Mental models Specialty Retail Stores: Party […]