This is the second part of our interview series with Clifford Sosin, the Founder and Portfolio Manager of CAS Investments Partners (www.casinvestmentpartners.com) and an outstanding Value Investor.

Here is the transcript of our interview: https://www.good-investing.net/2021/0...

Here we have discussed the following:
00:00 Cliff Sosins's process of evaluating a company culture
04:29 Selecting information and the key driving forces
06:43 Factors that matter in 10 years
07:31 Cliff Sosin's sources of information
14:23 Changes in his investment style
18:04 The price he is willing to pay
19:47 A typical day in his life
23:47 Does your relationship with a company change if you own the first stocks?

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#valueinvesting #longtermthinking #companyculture


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