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Yet Another Value Podcast

Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point

Feb 19, 2024
Evan Tindell, CIO of Bireme Capital, discusses British American Tobacco, vaping regulations, stock performance, and competition. He also touches on the menthol cigarette ban, $BTI's ownership stake in ITC, and capital allocation strategy. The podcast covers ESG considerations, next-gen products, legal liabilities, and the impact of taxes on non-burning tobacco products.
55:08

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • BAT faces challenges like potential menthol cigarette bans and declining volume sales.
  • BAT expanding into reduced risk products to navigate industry challenges.

Deep dives

The importance of buy side career acceleration

The podcast episode highlights the importance of accelerating one's buy side career. The Fundamental Edge Academy is mentioned as a resource to provide tools, frameworks, and confidence for success in any fundamental equity analyst seat. The academy offers practical training taught by experienced professionals and aims to bridge the gap in training that analysts often face. The benefits of joining the academy include access to alumni community, exclusive webinars, and case studies.

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