In to Win


Clifford Sosin of CAS Investment Partners explains how he handicaps companies’ very-long-term success, why he lets what interests him serve as a primary guide to the new ideas he pursues, the added precaution he’s taking to better respond to trouble, and why he sees significant upside in Ashtead Group, Credit Acceptance and Fogo de Chao.

If you are a subscriber, log in to access the issue and bonus archive: