TIP257: Small Cap Investing - w/ Eric Cinnamond
We Study Billionaires - The Investor’s Podcast Network
Navigating Balance Sheets in Energy
This chapter explores the critical role of balance sheets for small-cap companies in the energy sector, focusing on their capital expenditure habits and the implications of historical rig counts. It addresses the challenges posed by low natural gas prices while highlighting the ongoing demand for the resource and the associated cyclical investment strategies.
On today's show, we talk to Eric Cinnamond about determining the value of three small CAP companies.
IN THIS EPISODE YOU’LL LEARN:
- How to assess the intrinsic value of Natural Gas Services ($NGS)
- How to assess the intrinsic value of Gencore Industries ($GENC)
- How to assess the intrinsic value of Crimson Wine Group ($CWGL)
- How to value a company based on high asset value
- How to identify that you are at the trough of the cycle
- Ask The Investors: How should I determine position sizes in my portfolio?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Eric Cinnamond’s Investment Company, Palm Valley Capital
- Eric Cinnamond’s blog, Absolute Return Investing
- The Stock Correlation tool Preston Discussed on the show.
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