Tag: clifford sosin
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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…