The transcript from this week’s, MiB: Ricky Sandler, Eminence Capital, is below.

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, SpotifyYouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

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Bloomberg Audio Studios: Podcasts, radio News.

This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Barry Ritholtz: Strap yourselves in for another good one This week I have Ricky Sandler. He is the CEO and CIO of Eminence Capital. They’re a hedge fund that’s been around for 25 years, running over $7 billion in both a long short format. Not a lot of successful long short hedge fund managers around. Sandler is one of those rare birds who not only is a bottoms up fundamental stock picker on the long side, but they also have a very specific methodology for hedging the downside

Keep reading this article on Barry Ritholtz - The Big Picture.

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