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Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

The Acquirers Podcast

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Navigating Profit Margins in Inflationary Times

This chapter explores the varying profit margins of large, mid, and small-cap companies in the context of inflation's differential impact. It also analyzes shifts in consumer spending and corporate performance post-COVID-19, illustrating how rising costs and changing priorities affect investment opportunities.

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