In his recent interview on the Invest Like The Best Podcast, Stephen Mandel discusses his strategy of investing in companies that are undergoing significant multi-year change. He also discusses comparisons from when he started Lone Pine, and his thoughts on short-selling. Here’s an excerpt from the interview: Mandel: I think … Read More
Stephen Mandel: Finding Scuttlebutt On Company Management
In his recent interview on the Family Centers’ Titan Series, Stephen Mandel discussed a number of topics including how he finds scuttlebutt on a company’s management, in addition to interviewing management directly. Here’s an excerpt from the interview: Mandel: But also one thing that has evolved and we’ve really… we … Read More
Stephen Mandel – Top 10 Holdings Q12019
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