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    Artwork for Invest Like the Best with Patrick O'Shaughnessy
    Episode

    Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]

    Invest Like the Best with Patrick O'Shaughnessy · Apr 29, 2025 · 2 h 01 min
    Episode page

    My guest today is Cliff Sosin. Cliff is the founder of CAS Investment Partners, a fund he started with $5 million in 2012 and has grown to $1.7 billion as of the last reported numbers at the end of 2024. At the time, CAS had only four positions. This conversation is different to our typical episodes. We start by talking about Cliff's investing philosophy but the bulk of this long discussion is a…

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