Musings: A Dangerous Idea and an Italian Defense Stock Ready To Launch
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 […]