What matters in 10 years? A talk with Cliff Sosin about company culture & information gathering

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

Here we have discussed the following:

We begin with talking about his process of evaluating a companies culture.
At 04:29 we discuss how he selects information and the key driving forces.
At 06:43 we talk about factors, that matter in 10 years.
At 07:31 Cliff gives insights where he gets his information from.
At 14:23 Cliff explains the changes in his investment style.
At 18:04 we are discussing what price he is willing to pay.
At 19:47 Cliff tells us more about a typical day in his life.
At 23:47 we ask Cliff: "Does your relationship to a company changes, if you own the first stocks?".

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
#valueinvesting #longtermthinking #companyculture


Mehr | More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
💻 Homepage: - English:
📩 Newsletter:
👥 LinkedIn:
🐥 twitter:
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Disclaimer:
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Deutsch:
English:
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Value Investing,Value Investoren,Value Investors,Value Investment,Valueinvestment,Aktien,Fonds,Investieren,Finanzen,Invest,Investment,Investing,Börse,Finanzblog,Value Fonds,Benjamin Graham,Warren Buffett,Charlie Munger,Kapitalmarkt,