
#20: Eric Cinnamond on 'The Rapidly Increasing Inflationary Environment'
Superinvestors and the Art of Worldly Wisdom
The Economic Expansion of Small Caps
Small cap companies have a lot of debt that they've used for M&A and buybacks. That to me is what's, what's potentially pretty frightening during the next credit cycle. But as far as the bottom market goes, you know, it's still pretty open with high-owned investors desperate for value.
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