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...