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.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

This week, we’re counting down the top 5 episodes of 2022. Weighing in at number 3 is Paul Enright - Inside Long Short investing. Paul is a private investor managing his own capital under single-family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar long-short equity hedge fund that also has been one of the most successful breeding grounds for talent in the industry. He has a deep understanding of intricacies of long-short equity investing and a knack for explaining it well. Our conversation covers Paul’s career path to Viking, training while there, and advice to early-career investors. We dive into the distinction between business analysis and stock picking, and the importance of portfolio management to investment success. In the process, we discuss liquidity, shorting, portfolio rebalancing, incentive compensation, and market structure. We close with Paul’s approach to managing his own money and his answers to a terrific set of questions sourced from his Twitter feed before the show.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership