Musings: A Dangerous Idea and an Italian Defense Stock Ready To Launch
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Alex here with your latest Friday Macro Musings… As always, if you come across something cool during the week, shoot an email to alex@macro-ops.com and we’ll share it with the group. Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at Democratic Primary probabilities, then give a coronavirus update along with potential […]
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 […]