Enright: The Best Ideas Exploit Revenue Inflections Without Rising Expenses
Paul Enright · Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266) · Aug 15, 2022 · at 1:07:46
Paul Enright, former Viking Global Investors partner and managing partner at Kranos Capital, describes his core framework for identifying high-conviction long investments to Ted Seides.
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“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 pricing period that people don't fully understand how to model.”
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