Eric Cinnamond
The Contrarian Chronicles
<August 16, 2019> Most value investors I know consider themselves contrarians. Essentially, contrarians allocate capital in the opposite...
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COMMENTARY
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Eric Cinnamond
Friends in Leveraged Places
<July 17, 2019> Every market cycle is a learning experience. Throughout each cycle, we review our achievements and shortcomings to help...
Eric Cinnamond
What's Normalized?
<June 18, 2019> When valuing a small cap stock, one of the first things we ask ourselves is, “What’s normalized?” Specifically, we are...
Eric Cinnamond
The New Economy, Home Prices Never Fall, and Inflation is Dead
<May 23, 2019> Asset bubbles are often accompanied by creative narratives or taglines. Some are descriptive and some are very clever, but...
Eric Cinnamond
The Palm Valley Capital Fund – PVCMX
May 1, 2019 Similar to life, our career paths do not always go according to plan. When I recommended returning capital in 2016, I...
Eric Cinnamond
Asset Inflation Boulevard
April 16, 2019 I’ve lived through two asset bubbles during my career–the technology and housing bubbles. For what it’s worth, I believe...
Eric Cinnamond
Curry’s Fork Creek
April 5, 2019 People can do some of the craziest things to get attention. I’ll never forget a childhood experience I had attempting to be...
Eric Cinnamond
Stick the Landing
March 21, 2019 As we begin managing an absolute return strategy again, Jayme are I are putting considerable thought into portfolio...
Eric Cinnamond
Welcome to Palm Valley Capital Management
March 5, 2019 The financial markets have been extraordinarily generous over the past ten years. From the cycle’s trough in 2009 to its...
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.
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