Tips by Ricky Sandler

We learn a lot from other investors. I go to idea dinners and regularly talk to a lot of people I respect in the business. I'm not afraid of ideas...
Our best ideas tend to come from what I call "old research, new events." That's typically the good company you've studied carefully and would love to...
I’m probably more willing to pay up for quality than other value investors might be. Some of my investor friends often tell me my ideas are “too...
We’ll probably take “R&D” positions in stocks [before completely finishing our research]. Action adds a sense of urgency to the work –...
Without having a commitment to the short side, it’s difficult to be offensive when you should be. The highest-return opportunities are available...
When you short, it’s important to have the right benchmark. People look back and say, “I spent all this time and effort on shorting and only broke...