My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He’s now the co-founder and CIO of Bireme Capital, where he’s delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed his philosophy, why he stuck with value through challenging cycles, and how he thinks about shorting meme stocks in a market dominated by narratives and momentum. We also dive into his views on the Mag 7, Tesla, Japan, and how he’s using AI tools for his research. Please enjoy this conversation with Evan Tindell
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Show Notes
(00:00:00) Welcome to Making Markets
(00:00:29) The Cyclical Nature of Value Investing
(00:01:21) Challenges and Opportunities in Value Investing
(00:04:53) Short Selling Strategies and Risks
(00:09:39) Tesla and the Impact of Politics on Stocks
(00:15:40) The MAG Seven and Market Concentration
(00:25:44) Investment Opportunities in Japan
(00:32:13) The Role of AI in Modern Investing
(00:35:44) Market Outlook
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