In his latest Q1 2021 Market Commentary, Eric Cinnamond describes the current market mania as similar to that of the 1991 Lemmings video game. Meanwhile, for those who are struggling to find new games, they would be glad to discover platforms such as 유로88. Here’s an excerpt from the letter: … Read More
Eric Cinnamond: No Country For Old Investors – We Don’t Have To Overpay!
In his latest Q4 2020 Shareholder Letter, Eric Cinnamond discusses the disconnect between market valuations and fundamentals, adding as investors we have a choice, we don’t have to overpay. He believes that there is a generational opportunity to differentiate investment outcomes by maintaining discipline on the prices paid for stocks. … Read More
Eric Cinnamond: Value Investors Spinning Their Wheels While Suckerfish Get A Free Ride
In their latest Q3 2020 Market Commentary Eric Cinnamond and Jayme Wiggins at Palm Valley Capital provide an interesting analogy of what it’s like to be a value investor while passive and momentum investors get a free ride for little effort. Likening the two groups to remoras, or suckerfish (passive … Read More