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

Value Hive Podcast

CHAPTER

Analyzing Company Balance Sheets and Generating Investment Ideas

The chapter delves into analyzing a company's balance sheet, with a focus on debt and operational leases, and discusses various methods for generating investment ideas. It emphasizes the challenges of sifting through vast amounts of information, the importance of effective time management and decision-making in value investing, and the significance of starting with valuation as a foundational data point. The speaker provides insights on their investment process with a sizable position in Disney, highlighting their potential for increased margins and profitability in the streaming industry.

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