This podcast episode delves into the evolving landscape of equity investing, outlining Eminence Capital's multifaceted investment strategies such as long-only, long-short, and alpha extension, while emphasizing the significance of short sellers in maintaining market integrity. Sandler highlights the transition towards narrative-driven investing amidst the rise of passive and non-fundamental investing, underscoring the resurgence of short selling as both an opportunity and a challenge. Additionally, he offers insights on the impact of mentorship in finance careers and reflects on the advantages of a Midwestern education and understanding human motivations in investment decisions.
