fbpx
david-travis-5bYxXawHOQg-unsplash

[REPLAY] Episode 33: Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners

[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff’s episode for a replay because it is one of my favorites, and also one of my first. New listeners will learn so much from Cliff’s thoughts. Thank you for your support!

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.

Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. Cliff also reveals 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.

Make sure you follow him on Twitter @CliffordSosin

Also, if you’re interested in his co-authored white-paper on global banking, check it out here.

All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned. You should assume that we are likely to take trading positions in the stocks, options, futures or other securities we write about. Macro Ops does not have an obligation to inform readers of a change of opinion on securities mentioned or on a change in our trading positions on securities mentioned. Macro Ops assumes no liability for losses incurred from readers trading securities that are mentioned in any of our content. None of the media brands in the “Featured In” section have directly endorsed our products or services. For full disclaimer, please visit: https://macro-ops.com/terms-of-service/ Copyright © 2020 Foundation Alpha LLC. All rights reserved. - powered by Enfold WordPress Theme