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
[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
April 28, 2025
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[CRL] Charles River
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A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
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It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
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