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Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market

The Acquirers Podcast

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Navigating Market Uncertainties and Margin Analysis

This chapter addresses the challenges of navigating market uncertainties post-2008 financial crisis and the importance of maintaining discipline and liquidity. It emphasizes the need for a long-term view and a contrarian approach while discussing the analysis of margins within the speaker's opportunity set, including the impact of government stimulus and supply chain issues. The chapter also delves into the valuation dynamics of a well-known brand, WD-40, in the context of low-interest rates and passive investment strategies.

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