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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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Exploring Reddit's IPO Performance and Valuation Strategies

The chapter delves into Reddit's recent IPO and its surprising stock performance despite financial struggles. It discusses the challenges small-cap companies face, analyzes PE multiples across different market caps, and explores various unique industries and companies in which the speakers have invested. The conversation also examines valuation methodologies, including the impact of factors like equity compensation and adjusted earnings on cash flows.

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