Evan Tindall, co-founder and CIO of Bireme Capital, dives into the intricate world of British American Tobacco, unpacking its historical evolution from Native American roots to today’s nicotine pouch trend. He explores the regulatory maze confronting reduced-risk products and discusses innovative marketing strategies in a heavily restricted landscape. Tindall also sheds light on the financial dynamics of the company and the enduring demand for nicotine, despite the rise and fall of the vaping craze, revealing hidden opportunities for investors.
