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We Study Billionaires - The Investor’s Podcast Network

TIP257: Small Cap Investing - w/ Eric Cinnamond

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

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?

Resources Mentioned:

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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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