TIP257: Small Cap Investing - w/ Eric Cinnamond
We Study Billionaires - The Investor’s Podcast Network
Investing in Small-Cap Real Estate Opportunities
This chapter examines the investment landscape for small-cap companies, focusing on Napa Valley land and the concept of opportunity cost. It evaluates financial health indicators, market trends, and the impact of global interest rates on valuations, providing a cautious outlook amidst mixed economic signals.
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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