Eric Cinnamond

Eric Cinnamond, founder and co-CEO of Palm Valley Capital Management, shares insights on the disparity between growth and value stocks, advocating for a patient investment strategy focused on small caps. He discusses the unsustainable profit margins and the risk of a market correction, pondering the ethics of corporate buybacks. Cinnamond highlights the implications of wealth inequality and explores future market outlooks, emphasizing the importance of financial wisdom in navigating uncertain times. Tune in for a fascinating financial deep dive!

Eric Cinnamond from Palm Valley Capital Management discusses his absolute return approach to investing and contrasts it with a relative return strategy. Topics include navigating market uncertainties, margin analysis, the yield curve, inflation effects, Reddit's IPO, small-cap companies, and the limitations of predictive ability. The conversation also touches on AI in academics, investing, and market trends.

In this engaging discussion, Eric Cinnamond, a seasoned portfolio manager with over 20 years in small-cap investing, shares insights on valuing companies like Natural Gas Services, Gencore Industries, and Crimson Wine Group. He delves into the cyclical nature of the natural gas market and the significance of balance sheets for small caps. Eric also discusses investment risks and strategies, emphasizing the importance of intrinsic value and position sizing in your portfolio. Expect valuable advice for navigating the small-cap landscape!