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Invest For Kids: Ricky Sandler PItches This Stock

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Jacob Wolinsky
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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

gambling
fielperson / Pixabay

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
    • Ruled by entain and flutter
  • Strong runaway for growth...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid