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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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Investing in Small Caps: Energy and Transportation Insights

This chapter explores small-cap investment opportunities in the energy and transportation sectors, particularly focusing on the recent acquisition of Cord Energy. It highlights the significance of strong balance sheets and strategic timing for investing in cyclicals amidst changing market conditions.

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