Safe Passage

07/30/2010

Intrepid Capital's Eric Cinnamond explains the “easiest and most dangerous thing to get wrong” in valuing a company, why he's steering clear of cyclicals, why he avoids face-to-face management meetings, where he finds his best insight on the macro environment, and why he sees upside in Tidewater, Aaron's, Core-Mark and Weis Markets.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!