Podcast appearances and mentions of eric cinnamond

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

With special guest Eric Cinnamond, co-founder of Palm Valley Capital Management. 

Our guest this week is Jim Grant. Jim is the founder and editor of Grant's Interest Rate Observer, a twice-monthly newsletter on financial markets with a focus on bonds. He is the author of numerous books and has made frequent appearances in the financial press where his views on markets and the macroeconomy are much sought after. Before founding Grant's Interest Rate Observer, Jim did stints as a journalist, first as a reporter at The Baltimore Sun, and later at Barron's. He received his bachelor's degree from Indiana University and his master's in international relations from Columbia University.Background BioGrant's Interest Rate ObserverThe Forgotten Depression: 1921: The Crash That Cured ItselfMr. Market Miscalculates: The Bubble Years and BeyondMoney of the MindBagehot: The Life and Times of the Greatest VictorianInflation and Interest Rates“Jim Grant: The Fed Cannot Control Inflation,” by Robert Huebscher, advisorperspectives.com, May 4, 2021.“Jim Grant: The Trouble With Treasuries,” by James Grant, barrons.com, Oct. 11, 2019.“The High Cost of Low Interest Rates,” by James Grant, wsj.com, April 1, 2020.“Happy Birthday, Federal Reserve! Have Some Punch (Before the Bowl Gets Taken Away),” by Paul Vigna, wsj.com, Dec. 23, 2013.“The Inflation Headshake,” by Eric Cinnamond, palmvalleycapital.com, March 9, 2022.Horizon Kinetics Inflation Beneficiaries ETFMurray Stahl bio“Jim Grant: The Endgame for the Bull Market in Bonds,” by James Grant, barrons.com, Sept. 13, 2019.“Jim Grant: Low Interest Rates Forever? Don't Get Used to That Idea,” by James Grant, barrons.com, June 7, 2019.“James Grant: Bitcoin and Other Bubbles,” Wealthtrack podcast, youtube.com, Feb. 26, 2021.Policymaking“Jim Grant: The Big Flaw in Ph.D-conomics,” by James Grant, barrons.com, July 19, 2019.What Is the Taylor Rule?A History of Interest Rates, by Sidney HomerRecession and Macroeconomic Forecast“The Difficult Art of Conjuring Up Yield From Mortgage-Backed Securities,” by James Grant, barrons.com, March 15, 2019.“The Fed Is Well Behind the Curve: Jim Grant,” cnbc.com interview, youtube.com, Feb. 25, 2022.

Palm Valley Capital Fund, 2nd Quarter 2021. Letter by Jayme Wiggins and Eric Cinnamond. Companies discussed: $PSLV $PHYS $CRD-A $CRD-B $COG $DOX $OR $NGS $SSRM $VWTR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing. Eric's firm: https://www.palmvalleycapital.com/ Eric's blog: https://www.palmvalleycapital.com/commentary ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp

In this episode, you'll learn:How to assess the intrinsic value of Natural Gas Services ($NGS)How to assess the intrinsic value of Gencore Industries ($GENC)How to assess the intrinsic value of Crimson Wine Group ($CWGL)How to value a company based on high asset valueHow to identify that you are at the trough of the cycleAsk The Investors: How should I determine position sizes in my portfolio?Resources Mentioned:Eric Cinnamond’s Investment Company, Palm Valley Capital Tool for determining the Correlation of an investmentDownload your free audio book at Audible.Find the best job candidate at Ziprecruiter.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Achieve Optimal Sleep Fitness with Eight Sleep.Move your business to the cloud with Netsuite.

Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing. Eric's firm: https://www.palmvalleycapital.com/ Eric's blog: https://www.palmvalleycapital.com/commentary ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

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).Here are the links for discounts from our sponsors:Download your free audio book at AudibleGet a free share of stock and free trades at RobinhoodFind the best job candidate at ZiprecruiterKnow when to buy and sell based on statistics and momentum w/ TradeStopsIn this episode, you'll learn:How margins move in the business cycle, and where we’re currently atWhat to listen for in an earnings callWhich catalyst that can make inflation take offWhy the recent movement in Treasury bond yields are important to your portfolioWhich sectors are priced attractively and where not to invest

Eric Cinnamond has been called, “the godfather of small cap absolute return investing.” From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the Russell 2000 Index. But what’s even more impressive is he did this while holding an average cash allocation of about 40% so his equity performance was roughly double that of the index. In this episode we discuss, in the words of Lincoln Electric CFO Vince Petrella, 'the rapidly increasing inflationary environment' and how it is currently affecting Corporate America, investors, the economy and monetary policy. For notes and links related to this conversation visit TheFelderReport.com.

In this episode, you'll learn:Why small cap investing can be profitable for the right type of investorWhy you should always question where you are in the profit margin cycleWhy money managers are 100% invested in a market that 80% of them believes is overvaluedWhy cyclical stocks are hated and yet can be extremely profitableAsk the investors: How do I value stocks with declining net income? Click here to get full access to our show notes.

Eric Cinnamond has been called "the godfather of small cap absolute return investing." From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the Russell 2000 Index. But what's even more impressive is he did this while holding an average cash allocation of about 40% so his equity performance was roughly double that of the index. In this episode we discuss his background and his evolution as an investor. We also delve into his current process which entails his close study of roughly 300 companies. He reveals how he looks at business valuation and how he evaluates risk in that context. We also get into the current market environment and talk about how his discipline requires that he take an extreme contrarian position today both with his investments and his career. For notes and links regarding this episode visit TheFelderReport.com.