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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP257: Small Cap Investing - w/ Eric Cinnamond

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 25 August 2019

⏱️ 41 minutes

🧾️ Download transcript

Summary

On today's show, we talk to Eric Cinnamond about determining the value of three small CAP companies. 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 value How to identify that you are at the trough of the cycle Ask The Investors: How should I determine position sizes in my portfolio? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Eric Cinnamond’s Investment Company, Palm Valley Capital Eric Cinnamond’s blog, Absolute Return Investing The Stock Correlation tool Preston Discussed on the show. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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Transcript

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0:00.0

you're listening to TIP.

0:02.7

On today's show, we bring back our master of the small cap enterprise, Mr. Eric Siniman.

0:07.6

Eric has been a portfolio manager for over two decades and is a regular guest here on the

0:11.9

investors podcast. And on today's show, Eric provides a pitch on three different small cap companies

0:17.2

while Stig and I troubleshoot and ask Eric some of the contrarian and hard questions.

0:22.1

This is a great episode of your student of financial valuation and trying to find

0:26.5

undervalued picks in the marketplace and just generally trying to understand

0:30.4

how to think about going through that entire process.

0:33.2

So without further delay, here's our discussion with Eric Siniman.

0:40.2

You are listening to the investors podcast where we study the financial markets and read the books

0:45.8

that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

0:57.5

Hey, everyone. Welcome to the investors podcast. I'm your host Preston Pishin.

1:04.0

As always, I'm a company by my co-host, Stig Broderson. And today, we are talking small cap

1:10.1

stocks like we said in the intro there and we got the one and only Eric Siniman with us.

1:14.9

Eric, welcome back to the show. So awesome to have you here.

1:18.0

Thanks. It's great to be back.

1:19.6

So I love these episodes because we're always talking about the big companies.

1:24.8

But there's tons and tons of great small cap businesses that you can find out there.

1:32.1

And there's tons of them. It's just hard to know the specifics and they've kind of get bumped

1:37.2

around a little bit more in the marketplace because they are competing with big contenders

1:41.1

and mid cap and large cap. So I'm excited to talk to you about a couple companies that have

1:46.7

peaked your interest. And we want to go a little deep into just a couple companies opposed to

...

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