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Eminence Capital's Ricky Sandler on Wall Street Week: KORS, EBAY/PYPL, ZNGA, RGC & More

Ricky Sandler, founder of hedge fund Eminence Capital, was recently interviewed on Anthony Scaramucci's rebooted show Wall Street Week.

Eminence manages $6.5 billion now and has been running for 17 years. Sandler focuses on "quality value," looking for quality businesses but trading at discount prices. He likes the intersection of growth and value, focusing on a "growth at a reasonable price" approach.

He likes Michael Kors (K>ORS) and notes it was a momentum stock that experienced a deceleration and he thinks it's a terrific brand that has opportunity for international expansion, trading at under at 10x PE.

Read more: http://www.marketfolly.com/#ixzz3kamiBQ7U