Evan Tindell
@evantindell
Bireme Capital CIO / MIT '06 / I used to play poker http://biremecapital.com/disclaimer http://calendly.com/etindell
Some data on our shitty 2024 and thoughts on the tariffs. The TL,DR: -2025 initially went well for us due to being flat the US and long Europe / Japan -tariffs are bad as they are large tax increases which also increase deadweight losses -the tariff rollout has been terrible…
biremecapital.com/blog/april-202… Our thoughts on the tariff turmoil and where we go from here. We have primarily been short US high-beta stocks and long ex-US value stocks for over a year now, and it's finally starting to work.
this answer from Naomi Osaka nearly lit my computer on fire (also if you’re not subscribed to @BenRothenberg’s Bounces, you’re missing out)
I have a feeling this could be good for VPN providers. Also... How does this work if someone is looking at Kayak etc?
Delta, $DAL, to eliminate set prices in favor of AI that determines how much you personally will pay for a ticket, per FORTUNE
CFOs: Do NOT do this! No one cares about sell side analyst SotP value and we definitely don't want you tracking that as a way to run your business. Show us: 1) FCF or EPS per share growth 2) returns on capital 3) shareholder returns
Much like Hegseth’s Pentagon, I’ll be spilling some secrets tomorrow - not too late to sign up.
Will NOT happen again in 2025. 2 days left to register for stock ideas and insights from a mastermind group of investors, including @evantindell , Vitaliy Katsenelson, CFA, David Kessler, Andrew Stotz, Evan Tindell, @HarveySawikin, Pon Van Compernolle, Jeffrey Gilbert, Adam…
The new head of Japan's Financial Services Agency, Yutaka Ito, is the man who led the FSA's charge to force the non-life insurers to sell their cross-shareholdings. This is a big deal. I had heard he was in line for the job, but the confirmation is a major positive signal for…
Nuestro Colaborador en Arte de Invertir @evantindell va a estar participando en la conferencia Fatalpha para aquellos interesados 👇👇 fatalphavalue.com/online/
Not sure if this growth profile is enough for @TenebristGlobal but its an interesting plan. 3193 JT - They operate a chain of yakitori restaurants with plan to go global with them. EV/net income = 16x EV/EBIT = 10x Trying to double the store count by 2030
A Japanese company with a firm idea of "Maximum Cash"? (Dip 2379) Intriguing....
