(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value Management | Value Investing News

(Ep.18) The Acquirers Podcast: Eric Cinnamond – Small Value, Absolute Return Small Cap Value Management

  • Eric Cinnamond: We just don’t want to be anywhere near that when that happens.
  • Eric Cinnamond: So if you have an extremely risky small cap idea that’s at a discount, it has a lot of operating risk, you better be sure you have a big discount and a great balance sheet to make that a bigger weight.
  • Tobias Carlisle: We don’t know if you’re 50%, you’re 100% behind the market.
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