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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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Small Caps vs. Mega Caps: Navigating Economic Challenges

This chapter delves into the difficulties encountered by small-cap companies amid a recession while contrasting their stagnant earnings with the robust profits of mega-cap firms. It also examines significant trends in stock buybacks, particularly with Apple, and assesses the implications of substantial investments in technology within the current economic climate.

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