Frederik's Labyrinth of Life

Evan Tindell of Bireme Capital

Apr 7, 2022

01:03:56

Creator website

Highlights

AI Chapters

Episode notes

What Poker Can Teach You About Investing?

04:00

Are You Going to See an Activist?

01:29

Is It a Bias in Poker?

03:31

Introduction

5min

What Poker Can Teach You About Investing?

4min

Is It a Bias in Poker?

4min

What's the Difference Between Value and Growth?

4min

Is Amazons Overvalued?

1min

Is There a Risk of Being Too Early?

4min

Is the Value Cycle Coming to an End?

4min

How to Make a Great Investment in the Stock Market

2min

Is There a Bias in the Portfolio?

3min

10.

Is It a Good Time to Buy Stocks?

4min

11.

Android Software Is a Sticky Business in General

2min

12.

Bolere

2min

13.

How Much Do You Think You're Getting?

4min

14.

Are You Going to See an Activist?

1min

15.

Is There a Controlling Shareholder in China?

5min

16.

How to Spend Your Time?

4min

17.

What Kind of Things Hit Me Over the Head?

4min

18.

The Valy Investor's Dilemma

5min

19.

Do You Know if We Can Strike Us or Not?

3min

I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and it was time to talk about this approach to investing. We dove into Evan’s background as a poker player, how he looks to exploit biases in his investment process, and how he navigated the ‘20-’21 bubble in growth stocks as a short-seller and value-oriented investor.

Disclaimer: This content is for entertainment purposes only. This is not investment advice. I am not your fiduciary or advisor. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.enterlabyrinth.com/subscribe

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.