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TIP257: Small Cap Investing - w/ Eric Cinnamond

We Study Billionaires - The Investor’s Podcast Network

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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.

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