The document is a performance summary letter from Clifford Sosin of CAS Investment Partners, LLC, dated July 11, 2018. It provides a detailed performance analysis of Sosin Partners, LP compared to the SPY ETF from 2012 to 2018. The letter discusses the investment strategy, the importance of studying broadly to prepare for investment opportunities, and the process of evaluating potential investments. It also includes administrative details about the partnership and a conclusion emphasizing long-term investment focus.
documents/EFTA00295577.pdf
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