The Investors Podcast (9/17/17, Small Cap Investing w/ Eric Cinnamond) Eric Cinnamond (a veteran small-cap manager…writes a good blog) “Back [when I started my career], the largest holders of these small cap stocks were traditional small cap value managers like the Royce Funds, Heartland, Gabelli, and when prices got out of whack, they were there […]
Tag Archives: Journalism
scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
October 10, 2025
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
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Continue reading →[IT] Gartner
Is Gartner Doomed?
October 1, 2025
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
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Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
September 22, 2025
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
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[scuttlebit] thoughts on ASML
September 15, 2025
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
September 8, 2025
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
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