Clifford Sosin is the Founder and Portfolio Manager of CAS Investments Partners (www.casinvestmentpartners.com) which is located in New York and Westport, CT. As a Value Investor Cliff has an outstanding track record and also very unique views and standpoints. We were happy to meet him at the end of April 2019 for a series of very interesting interviews.

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

In this we discussed the following:
00:00 we get to know each other.
01:00 we talk about idea generation or "the organic process of randomness"
06:07 we chat about mental models and the application of them.
11:03 he explains the reasons why he passes an idea.
14:41 we get to know what he likes about businesses.
16:32 what talk about "sensible people" and good management.

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#valueinvesting #ideageneration #process

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