In this special episode, Elliot Turner welcomes Evan Tindell, co-founder and Chief Investment Officer of Bireme Capital in a fascinating conversation on how Evan went from starting his career as a professional poker player to becoming a portfolio manager. Evan then discusses his Q4 2020 letter and the growth versus value debate, his history with Facebook and Apple and walks through his bull case on Cogeco, Inc, an undervalued Canadian cable company. Enjoy the conversation!

Evan's Q4 letter https://s3.amazonaws.com/bireme/4Q20%20FV%20-%209db490eb-14b6-4c3b-96ec-ac64fbdd22d7.html

The Bireme CIO corner https://www.biremecapital.com/cio-corner

The Bireme blog https://www.biremecapital.com/blog

Evan is Co-founder and Chief Investment Officer. He develops firm-wide investment strategy, assists with asset allocation, and performs both bottom-up research and portfolio management for the flagship Fundamental Value strategy.

Evan worked for 7 years at Ballentine Capital, where he was the lead equity analyst at the value-oriented long/short equity fund. Prior to that, Evan spent 3 years as a professional poker player.

He graduated in 2007 with a BS in Mechanical Engineering from MIT, where he was a four time All-American in tennis.

 

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