TIP194: Small Cap Investing & Intrinsic Value Calculations w/ Eric Cinnamond (Investing Podcast)

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We Study Billionaires - The Investor’s Podcast

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One of the most lucrative and highest yielding areas of investing is finding quality companies in the small-cap market. The difficulty with investing in this space is the companies often lack stability and market dominance to make some investors comfortable. On this episode, we talk to a leading expert and former hedge fund manager that has invested in the small business space over three decades. Eric Cinnamond currently runs his own blog where he provides a detailed analysis of all the conference calls and small-cap companies he follows (a couple hundred businesses).



IN THIS EPISODE, YOU’LL LEARN:

  • How margins move in the business cycle, and where we’re currently at.
  • What to listen for in an earnings call.
  • Which catalyst that can make inflation take off.
  • Why the recent movement in Treasury bond yields are important to your portfolio.
  • Which sectors are priced attractively and where not to invest .



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