Paul Enright
8 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 15, 2022 by Paul Enright · across every show →
On the record as a speaker too: Paul Enright's record, appearances and statements → this page counts the times other people say the name.
Everything said about Paul Enright, oldest first
Aug 15, 2022 positive
Enright: Keep Gross Long Exposure Over 100% Due to Asymmetric Upside
“For me personally, I'm going to capture more spread on the longs because longs have the potential to triple, quadruple, shorts going down a hundred, best case, but probably like 10 to 20. So I want to be tilted more gross exposure in my longs. And if I'm going…”
Aug 15, 2022
Enright: Investors Analyzing New Industries Mistakenly Believe They Found Undiscovered Gems
“Because I think the biggest mistake people make when they get up to speed on a new industry is they think they've discovered plutonium. Like, oh my God, this is the greatest business in the world. I want to buy it. And then you buy it and you lose 20%.”
Aug 15, 2022
Enright: Separate Stock Dynamics From Business Quality for Fundamental Investing
“You have to Start with understanding the underlying business if you want to be a fundamental analyst, and that is its own set of analysis, and it's talked about all the time, but then separate and apart from that, you have to understand the dynamics of the sto…”
Aug 15, 2022 positive
Enright: The Best Ideas Exploit Revenue Inflections Without Rising Expenses
“I think that the best ideas I've ever had is when I can isolate a change in trajectory in revenue at the same time that there won't be a commiserate change in expenses. So I love when you can isolate a company coming out of an investment period or going into a…”
Aug 15, 2022
Aug 15, 2022
Enright: Analyze Financial Statements Before Reading Sell-Side Reports
“I think the most important thing is to understand the financial statements as quickly as you can without reading a sell side report and try to contextualize it too, right? Think about the seven powers or Porter's competitive advantage, right?”
Aug 15, 2022 neutral
Enright: Trim Winning Positions When Weights Expand Without Changed Fundamentals
“The question I have to ask myself is, why are these two ideas better now than they were before because mathematically I'm saying they are by having them be a larger percentage of my capital. So I have to assess, is it actually better now? Should I keep them th…”
Aug 15, 2022
Enright: Zero-Rate Era Led Investors to Mistake Business Quality for Stock Picking
“With interest rates being so low and all risk assets being anchored to a zero bound, everybody just assumed that you could just think about business quality because everything went up. Like stocks were missing numbers and going up because the most important in…”