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?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  0:00  

You’re listening to TIP.

Preston Pysh  0:02  

On today’s show, we bring back our master of the small-cap enterprise, Mr. Eric Cinnamond. Eric has been a portfolio manager for over two decades and is a regular guest here on The Investor’s Podcast. And on today’s show, Eric provides a pitch on three different small-cap companies, while Stig and I troubleshoot and ask Eric some of the contrarian and hard questions. 

This is a great episode if you’re a student of financial valuation and trying to find undervalued picks in the marketplace and just generally trying to understand how to think about going through that entire process. So without further delay, here’s our discussion with Eric Cinnamond.

Intro  0:40  

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Preston Pysh  1:00  

Hey, everyone! Welcome to The Investor’s Podcast! I’m your host Preston Pysh. And as always, I’m accompanied by my co-host, Stig Brodersen. And today, we are talking small-cap stocks like we said in the intro there, and we got the one and only, Eric Cinnamond, with us. Eric, welcome back to the show! So awesome to have you here. 

Eric Cinnamond  1:18  

Thanks! It’s great to be back. 

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

BOOKS AND RESOURCES

• 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. 

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

• Download 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
• Move your business to the cloud with Netsuite

CONNECT WITH STIG

CONNECT WITH PRESTON

CONNECT WITH ERIC

PROMOTIONS

Check out our latest offer for all TIP listeners!