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The Blue and Yellow Can
<February 21, 2024> Last week my son and I went for a bike ride. Before departing, I noticed the chain on my bike was a little rusty, so...

Eric Cinnamond


The Art of Looking Stupid
<January 16, 2024> The investment management industry is filled with thousands of extremely smart people. Top in their class smart. It...

Eric Cinnamond


The Spring Crack-Up Boom
<December 27, 2023> Christmas parties are often entertaining. They can go in many directions depending on who you meet and speak with....

Eric Cinnamond


Prices Aren't Real
<November 27, 2023> For those considering moving to Florida, instead of checking with your real estate agent, you might want to speak...

Eric Cinnamond


Soft Serving a Hard Landing
<October 31, 2023> If there was a list of the best jobs of all-time, serving ice cream would be near the top. While the pay is low, so is...

Eric Cinnamond


You Know We’ll Have a Good Time Then
<September 19, 2023> The song “Cat’s in the Cradle” by Harry Chapin was released in 1974. The song is narrated by a man who is too busy...

Eric Cinnamond


Scared Money Don't Make Money
<August 23, 2023> I had breakfast with an old friend last week. We talked about family, work, and sports—the usual stuff. He asked me how...

Eric Cinnamond


The Red Superball
<July 12, 2023> From a career standpoint, graduating college in 1993 wasn’t ideal. The job market remained impaired from the 1990-1991...

Eric Cinnamond


The Worm Turns
<June 7, 2023> In May 1991 I returned home from college to search for a summer job. My go-to gig at Baskin Robbins was no longer...

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...

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
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.
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