Cliff Sosin Explains His Herbalife Thesis

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Cliff Sosin Explains His Herbalife Thesis

In this part of our interview series with Cliff Sosin (CAS Investment Partners www.cliffordsosin.com) we have a chat about his portfolio and his investment in Carvana.

  • At the beginning of this part Cliff Sosin gives us an overview of his portfolio and the companies he is invested in.
  • At 01:45 we start to talk about Herbalife Nutrition Ltd (NYSE:HLF).
  • At 04:30 Cliff explains us when he did invest in Herbalife
  • At 10:15 we are talking about the impact of the investment in Herbalife for his fund.
  • At 04:30 Cliff explains us when he did invest in Herbalife
  • At 10:15 we are talking about the impact of the investment in Herbalife for his fund.