How To Find Great Investment Opportunities In Closely Held Micro-Caps

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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 names? Eric Cinnamond: They’re just so odd ball companies. I mean, … Read More

There’s A Lot Of Value In Cyclical Commodity Stocks, But You Have To Use A Different Valuation Method

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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 most value investors? Tobias Carlisle: Hard to model. Extremely hard to … Read More

Great Value Investors Have A Willingness To Look Stupid

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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 hasn’t worked. I think it’s the longest that I can … Read More

(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value Management

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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 provided some great insights into: – What Is An Absolute … Read More