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, a small cap value specialist at Palm Valley Capital Management, shares insights on navigating the current financial landscape. He discusses the underperformance of small-cap stocks against mega-caps and the impact of inflation on profit margins. Cinnamond highlights the importance of strong balance sheets in energy and transportation investments and draws parallels between today's AI hype and the dot-com bubble. He emphasizes evaluating tangible assets and adapting investing strategies amidst inflation and shifting consumer behavior.

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.