Capital Allocators – Inside the Institutional Investment Industry

2022 Top Episode #1: Sam Zell – Common Sense and Uncommon Profits, EP. 253

Dec 30, 2022

Sam Zell, Chairman of Equity Group Investments, shares his remarkable journey from the child of Polish immigrants to a leading investor known for his contrarian tactics. He discusses the importance of cash flow, navigating the real estate landscape, and his lessons from the Great Recession. Zell highlights team culture, emphasizing collaboration and openness, while exploring the balance between liquidity and value in investments. His insights on emerging markets and strategic thinking offer a compelling look at future opportunities in the industry.

51:07

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Episode guests

Sam Zell

Highlights

AI Chapters

Episode notes

Wide Open Competition Is Ultimately Destructive

01:18

Commodity Investing Has a Long Positive Track Record

03:01

Intro

3min

From Immigrant Roots to Investing Success

15min

Navigating Competition: Producer Perspectives on Capitalism

3min

Liquidity vs. Value: The Investment Dilemma

6min

Building a Collaborative Team Culture

7min

Navigating the Real Estate and Investment Landscape

12min

Freedom on Two Wheels: Lessons in Life and Investment

7min

This week, we’re counting down the top 5 episodes of 2022. Without further ado, the number 1 show of 2022 is Sam Zell – Common Sense and Uncommon Profits. Sam is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago. Sam has a storied track record of turning around troubled companies and assets, leading industry consolidations, and bringing companies to the public markets. His current investments canvass logistics, health care, manufacturing, energy, and real estate. Sam was recognized five years ago by Forbes as one of the 100 Greatest Living Business Minds, and he’s still going strong. Our conversation covers Sam’s childhood background, early entrepreneurial efforts, formation of his investment strategy, and comfort being a contrarian. We then turn to Sam’s thoughts on team development, evaluating people, real estate, generational businesses, emerging markets, and opportunities for the future. Thanks so much for tuning in this year. Here’s to a very happy and healthy New Year.

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