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
