Eric Cinnamond
Make Less Make More
<May 5, 2023> While working as a small cap analyst in the mid-1990s, I followed a company called Pactiv Corporation. Pactiv was best...
top of page
COMMENTARY
Search
Eric Cinnamond
Mr. Market's Paddle
<March 23, 2023> It was the first day of first grade and things were going smoothly. I was introduced to my teacher, classmates, and...
Eric Cinnamond
Jabba the Mutt
<February 15, 2023> Two years ago, our local animal shelter sent out a plea for residents to adopt a cat or dog. After COVID-related...
Eric Cinnamond
Crispy Bacon
<January 11, 2023> One of my favorite routines is going out to breakfast with my son. We go once a week and usually arrive before 8 a.m....
Eric Cinnamond
‘Twas the Bill Before Christmas
<December 16, 2022> It’s that time of the year again! It’s when we receive notice of our family’s largest expenditures, such as property...
Eric Cinnamond
Order 66
<November 3, 2022> A long time ago, in a city far, far away, I was attending a company Christmas dinner. Employees were randomly seated...
Eric Cinnamond
Let's Get Nuts
<September 28, 2022> In the Seinfeld episode “The Wizard”, George Costanza speaks with his deceased fiancé’s parents, the Rosses. Mrs....
Eric Cinnamond
What About the Dufresnes?
<August 24, 2022> Born in 1968, Mitch Hedberg was an American stand-up comedian known for his dry humor and stoner demeanor. Like most...
Eric Cinnamond
That's the Ticket
<July 18, 2022> There are three things I remember most about my professor in college who taught investments. First, he wasn’t a...
Eric Cinnamond
Bedtime For Bonzo
<June 3, 2022> Like many 10-year old’s, my son doesn’t like going to bed early. Around bedtime he’ll often tuck himself into the corner...
Eric Cinnamond
The Great Inventory Build
<May 5, 2022> A year ago, we wrote about the investment case for buying things. We opined that with so many companies announcing price...
Eric Cinnamond
The Mullet Discount
<April 7, 2022> In 1989, Jeff Foxworthy released his best-selling book, You Might Be a Redneck. The book pokes fun at Foxworthy’s...
Eric Cinnamond
The Inflation Headshake
<March 9, 2022> Have you ever wondered if members of the Federal Reserve do their own grocery shopping? I know I have. Sometimes their...
Eric Cinnamond
Good Enough?
<February 9, 2022> My son and I have a dinnertime routine. As we finish eating, he looks at me, looks at his remaining vegetables, and...
Eric Cinnamond
This is the Show
<December 16, 2021> Growing up in the 1970’s and 1980’s, we didn’t have cable television. Instead, we had the good old rabbit ears TV...
Eric Cinnamond
The Fed's Labor Trap
<November 30, 2021> Whether bullish or bearish, few can argue this is not one of the most fascinating times in the history of financial...
Eric Cinnamond
Gone With the Wind
<November 4, 2021> A CEO once told me that he liked to put his company’s sails up when the wind wasn’t blowing. He was referring to his...
Eric Cinnamond
Friends in Different Places
<September 28, 2021> In an attempt to take advantage of the housing bubble, in 2005 we sold our home in Jacksonville Beach, Florida and...
Eric Cinnamond
The Recycle Bin
<September 2, 2021> People often say it’s the small things in life that matter most. Whether it’s that first sip of an early morning...
Eric Cinnamond
Double or Nothing
<July 21, 2021> Once or twice a week my son and I shoot basketball at a local park. During our last session I jokingly said, “I’ll bet...
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.
bottom of page