Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. You can find his first episode here: https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collide-e1nrbum (Spotify) or https://podcasts.apple.com/si/podcast/evan-tindell-where-poker-and-the-market-collide/id1540847053?i=1000579552480 (Apple).
Together, they explore international valuation disparities, the pitfalls of shorting meme stocks, and the dynamics behind recent market movements. Evan shares his unique approach to investing and the lessons learned from challenging investment phases, including a critical analysis of MicroStrategy, GameStop, and meme stocks.
They also discuss Japan's corporate governance reforms and the implications for global investors. Lastly, Evan and Bill touch on utilizing modern AI tools in investment processes, the future of software, and personal stories from Evan's adventurous journey to Zambia.
As a reminder, nothing discussed constitutes investment advice and is for entertainment purposes only. Enjoy the engaging conversation!
00:00 Welcome to The Business Brew
01:20 Introducing Evan Tindell
02:01 Discussing 2024 Performance
03:09 Challenges of Shorting Meme Stocks
05:14 Bitcoin Yield and MicroStrategy
17:55 Market Inefficiencies and Opportunities
30:59 Investing in Japan
42:09 Investment Strategies and Market Insights
43:17 Diverse Business Models in Japan
44:58 Meeting the Emperor and Personal Anecdotes
45:35 The Role of LLMs in Investment
51:48 AI Tools and Their Impact on Daily Life
56:10 Future of Software and Business Models
01:07:12 Tobacco Industry Analysis
01:15:12 Adventures in Zambia
01:20:36 Conclusion and Farewell