Insights on Eminence Capital?
Anyone have any insights on Eminence Capital? Looks like they have a pretty "differentiated" portfolio. Top positions per the most recent 13f are BERY and CPRI. Curious to hear how they have performed and any other insights on the firm.
undervalued24, shame nobody has responded. Maybe one of these topics will help:
I hope those threads give you a bit more insight.
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