This document is a performance summary and letter from Clifford Sosin of CAS Investment Partners, LLC, detailing the performance of Sosin Partners LP. It includes a performance table comparing Sosin Partners LP to the SPY ETF, discusses market performance, intrinsic value performance, and outlines the investment strategy and goals of the partnership. The letter also addresses administrative updates and the partnership's outlook.
documents/EFTA00871540.pdf
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