EFTA00882236.pdf
dataset_9 pdf 85.4 KB • Feb 3, 2026 • 2 pages
From: "jeffrey E." <jeevacationggmail.com>
To: Jonathan Farkas
Subject: Re: Cliffs Quarterly Investor Letter - Oct. 2017
Date: Tue, 20 Feb 2018 13:50:40 +0000
love to
On Tue, Feb 20, 2018 at 8:45 AM, Jonathan Farkas <Me wrote:
jeffrey this guy is brilliant have known him for 10 years lost his last reprt but up 28 percent for year very methodical he
held herbalife down 10 points same for uri because he doesnt buy anything he does not study for 6 months his name is
Cliff Sosin .Dan Lufkin is ian investor he just picked up some MIT money .You should have a talk with him when you
come up next he can make up for some of my ideas haha best and be well you are a great person and i am blessed you
are my friend Jonathan
From:
To:
Sent: 10/12/2017 4:02:54 PM Eastern Standard Time
Subject: Cliffs Quarterly Investor Letter - Oct. 2017
Below please find a link to the October 2017 CAS Investment Partners quarterly
letter, which I am sending to you for your information as we have discussed the fund
from time to time.
CAS Investment Partners October 2017 Investor Letter
I look forward to your thoughts, comments and questions.
Sincerely,
Cliff
Clifford Sosin
CAS Investment Partners, LLC
CAS Investment Partners. LLC
EFTA00882236
Copyright 2017 CAS Investment Partners. All rights reserved.
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EFTA00882237
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