Making Markets
Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57]
Mar 28, 2025
Evan Tindell, co-founder and CIO of Bireme Capital, has made waves with his classic value investing strategy, yielding over 19% annualized returns since 2016. In this engaging chat, he discusses his journey from poker player to investor, the cyclical nature of value investing, and the complexities of shorting meme stocks. Tindell shares insights on Japan's corporate governance changes, the impact of major tech on investment trends, and how he's using AI tools to enhance research strategies. Tune in for a wealth of investment wisdom!
39:06
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Quick takeaways
- Value investing remains relevant and vital, especially during market cycles, requiring patience and a long-term perspective from investors.
- The integration of AI tools into research processes enhances traditional methodologies, enabling quicker insights and reshaping the qualities sought in analysts.
Deep dives
The Endurance of Value Investing
Value investing is characterized by its cyclical nature; this perspective is supported by the claim that different market phases can distort perceptions of value. The guest emphasizes that many investors, particularly newer ones, may become disillusioned during bear markets and flock to more trendy investing strategies. He cites historical examples, such as the tech bubble, where value investors fared comparably to their growth-oriented counterparts when the cycle turned favorably. This cyclical pattern suggests that rather than being obsolete, value investing remains a vital strategy that requires patience and a long-term outlook.
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