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.

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!

Evan Tindell, the mastermind behind Bireme Capital and a former professional poker player, discusses the intriguing intersections of investor psychology and value investing. He shares insights on shorting Costco, betting heavily on META, and the importance of position sizing. Tindell reflects on his poker background, linking its strategies to identifying undervalued stocks. The conversation also covers SOTP valuation, Japanese small caps, and the nuances of balancing research time with investment opportunities. Prepare for a compelling blend of finance and cognitive insight!

Guest Evan Tindell from Bireme Capital discusses investor psychology, shorting Costco, lessons from poker, position sizing, betting big on META, SOTP valuation stories, Japanese value stocks, and time allocation in a wide-ranging conversation.

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.