How to generate ideas? A talk with Investor Cliff Sosin

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Күн бұрын

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: 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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Пікірлер: 20

@GoodInvestingTalks 3 жыл бұрын

Here is the transcript of the conversation: www.good-investing.net/2021/08/03/clifford-sosin-idea-generation/

@uwej.2539 5 жыл бұрын

good Interview

@user-wc7em8kf9d 4 жыл бұрын

Thanks for the interview. Amazing track record !!!

@cjdch6604 Жыл бұрын

He is down 80% in 2022

@cyrillengelmann1426 2 жыл бұрын

Great interview, thank you!

@cyrillengelmann1426 2 жыл бұрын

When talking about why he passes an idea, he mentions a book where an experiment was described that shows how music taste in teens develop somewhat random. Do you have any idea which book he was talking about?

@Ton-gm3lf 5 жыл бұрын

The eyes, look at the eyes...

@waimun9683 3 жыл бұрын

Thanks for the good video Tilman. Do u have transcript for this vidso?

@GoodInvestingTalks 3 жыл бұрын

Yes. Will release it in the coming weeks on www.good-investing.net. You can follow the newsletter to be informed.

@waimun9683 3 жыл бұрын

@@GoodInvestingTalks Thanks Tilman. Still more of an old-fashioned reader. Thanks for the lovely site btw. Appreciate it

@tc3724 5 жыл бұрын

Articulatet guy for being so exhausted

@InvestingEducation 5 жыл бұрын

What is his track record? Checked his website too and couldnt find it. Our portfolio on our channel is up at least 26% ytd so I hav high standards.

@InvestingEducation 5 жыл бұрын

@@GoodInvestingTalks That's very good. Is there a way to see some verified statistics on that?

@InvestingEducation 5 жыл бұрын

@@GoodInvestingTalks could we get access to his quarterly letters. Thanks

@InvestingEducation 5 жыл бұрын

@warrenrose68 we aim to beat the market over the next ten years. Yes I agree it's just the start so lets see how it goes. Join me in the channel if u r interested

@koq747 Жыл бұрын

Are you going to have Big Bird on anytime soon? Surely his competence matches this.

@steffenklomm9281 3 жыл бұрын

Lots of words but nothing of value was said :(

@GoodInvestingTalks 3 жыл бұрын

😥... I think the said a lot of good things. Why are that unhappy?

@steffenklomm9281 3 жыл бұрын

@@GoodInvestingTalks Mostly due to the lack of almost any specifics or examples, all answers were very general. It's not your fault though, the questions were good, it's just that it's never in the interest of the managers to reveal the tricks of the trade.

@koq747 Жыл бұрын

Very prescient words