Misperception vs. Reality


Ricky Sandler of Eminence Capital explains how he gauges the prevailing investor perception on a stock, why he’s been so heavily engaged on the short side in recent months, why he’s put so much emphasis on culture in building his firm, and why he sees unrecognized value today in Zillow, New Relic, Exact Sciences and a number of cannabis-related stocks.

If you are a subscriber, log in to access the issue and bonus archive: