Eminence Capital, every mention

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every year anyone Ted Seides 9Ricky Sandler 3

Verbatim, from the transcripts: the passages where Eminence Capital comes up

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Year in Review 2024 (EP.424) Dec 30, 2024 · 1 mention

Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414) Oct 28, 2024 · 11 mentions

  • ▶ 4:32 Ted Seides Ricky started managing a hedge fund the 30 years ago and founded Eminence Capital a few years later. 5 times in the scene
  • ▶ 13:37 Ricky Sandler And that feeling of not being able to be offensive when things are dislocated was something that caused me when I transitioned from fusion into eminence was a big part of what set my foundation for much more of a proactive and rigorous…
  • ▶ 15:18 Ted Seides So when you went to set up Eminence now at 25, 26 years ago, what was it that you wanted to build?
  • ▶ 18:42 Ricky Sandler Throughout my 25 or 26 year business at Eminence, there have been points in time where we ran a playbook that ultimately needed to be tweaked or changed.
  • ▶ 52:42 Ted Seides I'm curious how you went about making those big decisions when at the outset of Eminence, you felt it was really important for you to be a sole decision maker on the portfolio. 2 times in the scene
  • ▶ 1:02:26 Ricky Sandler I see so much of this in New York City, where it feels like the parents are living their own dream over again, what school the kid gets into, what sports he plays, and that's been an important part of it for me, and I think that's a little…
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