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Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

Value Hive Podcast

CHAPTER

Strategic Investments in European Conglomerates and Value Stocks

The chapter touches on successful investment strategies in European conglomerates, strategic moves made by companies to crystallize value, and the belief in a company's potential despite challenges. It discusses the mental challenges of value investing during drawdowns, the approach to position sizing, insights on shorting stocks, managing long and short positions, and the psychology of value investing. Additionally, it highlights the importance of understanding changes in corporate governance and shareholder value in Japanese small cap companies.

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