Eric Cinnamond: Lemmings Mania

Johnny HopkinsEric CinnamondLeave a Comment

In his latest Q1 2021 Market Commentary, Eric Cinnamond describes the current market mania as similar to that of the 1991 Lemmings video game. Here’s an excerpt from the letter: Thirty years ago, Lemmings quickly became one of the most popular video games. Lemmings are small rodents that typically reside … Read More

Great Value Investors Have A Willingness To Look Stupid

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how great value investors have a willingness to look stupid. Here’s an excerpt from the interview: Tobias Carlisle: It’s been a very rough five years for valuations just because it’s been such a long cycle where value … Read More