TIP257: Small Cap Investing - w/ Eric Cinnamond
We Study Billionaires - The Investor’s Podcast Network
Understanding Gencore Industries: Financial Analysis and Investment Insights
This chapter analyzes Gencore Industries, exploring its pivotal role in asphalt plant equipment and the implications of government spending on highway construction. It highlights the company's financial health, stressing the interpretation of book value and balance sheets in assessing true value amidst cyclical market conditions.
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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