TIP194: Small Cap Investing & Intrinsic Value Calculations w/ Eric Cinnamond (Investing Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 10 June 2018
⏱️ 49 minutes
🧾️ Download transcript
Summary
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).
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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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Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | Hey, how's everyone doing out there? |
| 0:04.5 | So on today's show, we bring you the master of small cap investing, Mr. Eric Sinament. |
| 0:10.0 | Eric has been an investor for two and a half decades and his approach is very different |
| 0:13.9 | than most people we interview. |
| 0:15.9 | Instead of analyzing the companies that most people pay attention to, Eric is down in the |
| 0:20.0 | trenches looking at the 10 Ks and 10 Qs of businesses under a billion dollars. |
| 0:25.1 | Eric is listening to over a hundred conference calls per quarter and he stays totally immersed |
| 0:30.1 | in the part of the economy where the rubber meets the road. |
| 0:33.0 | So during today's show, we talk to Eric about the common themes he's hearing on the quarterly |
| 0:37.0 | meetings and we also talk to him about how he determines the intrinsic value of a small |
| 0:41.5 | cap business. |
| 0:43.0 | In addition to that, Eric also provides some interesting comments about the current market |
| 0:47.0 | conditions, so sit back and get ready for a highly informed and thoughtful Eric Sinament. |
| 0:56.1 | You are listening to the Investors Podcast where we study the financial markets and read |
| 1:01.2 | the books that influence self-made billionaires the most. |
| 1:04.4 | We keep you informed and prepared for the unexpected. |
| 1:17.4 | All right, so welcome to the show, Eric Sinament. |
| 1:20.6 | Always awesome to have you. |
| 1:22.3 | We were really looking forward to recording this one. |
| 1:24.6 | Thanks, Preston. |
| 1:25.6 | Thanks again for having me back. |
... |
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