How to generate ideas? A conversation with Value Investor Cliff Sosin

Clifford Sosin is the Founder and Portfolio Manager of CAS Investments Partners ( 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.

In this we discussed the following:

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

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Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
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