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Equity Mates Investing Podcast

Expert: Ricky Sandler - Valuation is an opinion, mispricing is an opportunity | Hearts & Minds

Nov 2, 2022
Ricky Sandler, Founder and CEO of Eminence Capital, discusses valuation vs. mispricing in investing. Insights from Hearts and Minds conference, team structures, Ashland Global analysis, investment strategies, company attributes, and valuable advice on past decisions.
51:56

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Valuation is subjective, mispricing offers investment opportunities.
  • Understanding mispricing sources and anticipating revaluation lead to significant returns in investments.

Deep dives

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