Evan Tindell of Bireme Capital
Frederik's Labyrinth
Is the Value Cycle Coming to an End?
The value cycle is probably going to be measured in like, multiple years rather than quarters. We still have roughly the same sort of similar portfolio on the long side. But i'm trying to mentally prepare for the day when there's when i might need to make a larger pivot to stuff that's a little bit, you know, growthier.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
