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
How To Find Great Investment Opportunities In Closely Held Micro-Caps
https://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=763 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how investors can find great investment opportunities in closely held micro-caps. Here’s an excerpt from the interview: Tobias Carlisle: What sort of industries are you finding opportunities in? What sort of companies, can you talk about … Read More
There’s A Lot Of Value In Cyclical Commodity Stocks, But You Have To Use A Different Valuation Method
https://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=1004 During his recent interview with Tobias, small cap value manager Eric Cinnamond discusses how value investors can find opportunites in cyclical commodity stocks but it’s important to use a different valuation method. Here’s an excerpt from the interview: Eric Cinnamond: Why do you think cyclicals are not appreciated by … Read More
Great Value Investors Have A Willingness To Look Stupid
https://www.youtube.com/watch?v=ZyKCjW_Q5vs?start=3080 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 … Read More
(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value Management
Summary In this episode of The Acquirer’s Podcast Tobias chats with Eric Cinnamond, Founder and Co-Chief Executive Officer at Palm Valley Capital. In 2016 he closed down a $400 million fund and returned money to investors because he believed he couldn’t find value for his clients. During the interview he … Read More