Episode 11 - Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners

Podcast
Written By Alex Barrow

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.

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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