Enright: Analyze Financial Statements Before Reading Sell-Side Reports
Paul Enright · Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266) · Aug 15, 2022 · at 58:10
Former Viking Global Investors partner Paul Enright shares his framework for getting up to speed on a new industry with host Ted Seides.
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“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?”
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