Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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I think we're live. This is value after hours. I am Tobias Carlisle joined as always by my cohost, Jake Taylor. Our special guest today is Eric Cinnamond. We've had him on before. He's a small cap value specialist, and his firm is Palm Valley Capital Management. How are you, Eric? Welcome.
Hey, Toby. Great to see you. Jake, always good to speak with you. Yeah.
How is small cap value doing?
Awesome. Incredible.
Objection. Leading the witness.
I mean, there's no better place to be than active small cap value. And then you you sprinkle on the absolute return tilt, and, yeah, things couldn't be better. It's
Well it's two things. What's the opportunity set like and what's the I know what the performance is like but how's the I'm opportunity sorry
about the historical. How's it look going forward?
The past is the past.
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