Paul Enright

Paul Enright, managing partner at Krainos Capital, brings his deep expertise in the investment world to the conversation. He breaks down the key differences between buy-side and sell-side investing, and explains long-short versus long-only strategies. Paul discusses the evolution of market practices, the emotional challenges of risk management, and the importance of narrative in investment strategies using examples like Nokia and Facebook. He also highlights the role of mentorship in the finance industry and shares insights on navigating IPOs and SPACs.

Paul Enright, a private investor at Krainos Capital and former Viking Global Investors veteran, shares his journey from traditional finance to mastering long-short equity investing. He discusses the art of portfolio management, highlighting the balance between business analysis and stock selection. Enright offers insights into liquidity, market dynamics, and the nuances of shorting. With valuable advice for emerging investors, he emphasizes the significance of mentorship and personal growth in navigating the complex investment landscape.

In a captivating conversation, Paul Enright, a private investor at Krainos Capital and former Viking Global Investors expert, shares his journey in long-short equity investing. He delves into the nuanced differences between business analysis and stock picking, emphasizing strategic portfolio management. Paul discusses the implications of liquidity on valuations and offers insights into compensation structures within finance. He also reflects on managing personal investments and provides valuable advice for emerging portfolio managers, all while addressing thought-provoking questions from his Twitter followers.