The following are notes from Ricky Sandler’s presentation at the 14th Annual Invest for Kids Virtual Conference. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments. Q3 2022 hedge fund letters, conferences and more Ricky Sandler, Eminence Capital, LP Shift from active investors to passive investors ruling markets Individual stocks much more price volatility Ownable business: gives investor duration Entain PLC – Entain, BetMGM Core international gaming operations 80% of profits from online operations Large, secularly growing online industry Fragmented industry ripe for consolidation…
Invest For Kids: Ricky Sandler PItches This Stock
Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.