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 City (PRTY) and At Home (HOME)
- How to fix the banking system as we know it
The conversation covers a wide array of topics and was one of our longer episodes. I hope you find Cliff's insights as interesting as I did. For disclosure purposes, Cliff is long PRTY and HOME.Make sure you follow him on Twitter @CliffordSosinAlso, if you're interested in his co-authored white-paper on global banking, check it out here.
