Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025

19 snips

Mar 24, 2025

Evan Tindell, founder and portfolio manager of Bireme Capital, joins for a lively discussion on navigating investment landscapes. He shares insights on international valuation disparities, the complexities of shorting meme stocks, and lessons learned from turbulent market phases. Evan offers a critical analysis of companies like MicroStrategy and delves into Japan's corporate governance reforms. They also explore how AI tools are shaping investment strategies, alongside Evan's adventurous investment tales from Zambia.

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ADVICE

Shorting Meme Stocks

Respect meme stock volatility when shorting, as they can rebound unexpectedly.
Position sizing is critical when shorting to manage risk effectively.

ANECDOTE

2024 Short Losses

Evan lost money shorting MicroStrategy, GameStop, and Digital World Acquisition Corp (DWAC) in 2024.
The "Bitcoin yield" idea for MicroStrategy seems preposterous to him.

ANECDOTE

Passive Investing

Vanguard owns MicroStrategy across various index funds, despite its questionable value.
This highlights the influence of passive investing in market dynamics.

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