Episode 32: Evan Tindell: From a Professional Poker Player to an MIT Graduate, and a Value Investor

 

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Evan Tindell is a Co-founder and Chief Investment Officer of Bireme Capital. He develops firm-wide investment strategy and performs both bottom-up research and portfolio management for the flagship Fundamental Value strategy.

​Evan worked for 7 years at Ballentine Capital, where he was the lead equity analyst at the value-oriented long/short equity fund. Prior to that he spent 3 years as a professional poker player, where his successes included a 10th place finish at a European Poker Tour event.


He graduated in 2007 with a BS in Mechanical Engineering from MIT, where he was a four time All-American in tennis.

We talked about:

Evan’s childhood and upbringing and how they influenced his relationship with money and career path.

Evan’s pandemic era essays: "Investing through the pandemic, letters from Bireme Capital."

We discussed the difference between going long and short in investing and the reasons for doing both.

Evan talked about the importance of discipline during stormy times in the market.

We explored how Evan and his firm operates with a high level of uncertainty in investing.

Evan's interest in booms and busts of the past was highlighted, particularly in relation to 2020/2021.

We discuss the concept of a barbell market, with speculative stocks on one end and proven businesses on the other

We examine inflation and its impact on investing, including its potential to pop the "everything bubble."

Evan shared with me his selling strategy.

 

https://www.biremecapital.com/blog


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IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, neither my firm nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of a member of a registered investment adviser and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results.

 
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Episode 33: Jacob McDonough | Capital Allocation: The Financials of a New England Textile Mill

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Episode 31: Scott Phillips | Investing the Templeton Way, Part 2