The last time Eric Cinnamond is Archive: joined Real Vision, it was January of 2018 and he had just closed down his absolute return fund after a positive year because he thought there was no value to be found..
Archive: The last time Eric Cinnamond joined Real Vision, it was January of 2018 and he had just closed down his absolute return fund after a positive year because he thought there was no value to be found.
Fast forward is to 2019 and Eric opened a new fund, not because the value was there and ready to be bought, but because he wanted to be ready..
Fast forward to 2019 and Eric opened a new fund, not because the value was there and ready to be bought, but because he wanted to be ready.
it’s is Now 2020 and we’ve brought him back because the recent sell-off has finally allowed his new fund, Palm Valley Capital, to deploy around 50% of their capital after spending months at over 90% cash..
Now it’s 2020 and we’ve brought him back because the recent sell-off has finally allowed his new fund, Palm Valley Capital, to deploy around 50% of their capital after spending months at over 90% cash.
He is discusses how he finds value, a few examples of companies he bought in Q1, and the ways that buybacks and the Fed have made it harder than ever to find value..
He discusses how he finds value, a few examples of companies he bought in Q1, and the ways that buybacks and the Fed have made it harder than ever to find value.
April 27, is Filmed on 2020..
Filmed on April 27, 2020.