Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA (podcast #310)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. We dive into lots of stuff relating to Carvana (CVNA) and its turn around as well as all sorts of other stuff in investing. Note that we dive right into details on Carvana; for more background on CVNA, see podcast #287 is Aaron Chan from recurve.
This episode is brought to you by AlphaSense
Most of my recent focus has been on companies trading with a corporate governance discount (particularly the biotechs). Given that focus, AlphaSense was kind enough to offer to sponsor a webinar with a corporate governance expert who could provide real world insights into corporate governance and boardrooms from his decades of experience. The webinar is live now, and you can check it out here.
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