Here we are talking with Cliff Sosin (CAS Investment Partners) about his investment in Carvana, shorting, and his advice for young investors.

Here is the first part    • How to generate ideas? A talk with In...   and here the second part of our interview    • What matters in 10 years? A talk with...  . The third part can be found here    • Why he went long Herbalife? Cliff Sos...  .

00:00 Cliff Sosin's Carvana share in the portfolio.
At 4:34 Cliff explains to us why he shorts in general.
At 7:06 we talk about the size of the short in his portfolio.
At 8:07 Cliff tells his 10-year perspective for Carvana.
At 14:22 Cliff explains why he did not invest in the FAANG stocks
At 15:55 we talk about a potential acquisition target for Carvana.
At 19:07 we are talking about disruptive risks through electric cars and self-driving cars.
At 32:11 Moritz asks Cliff for advice for young investors.

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#valueinvesting #shorting #carvana


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