Business Breakdowns
Episode 162 British American Tobacco: Clearing the Air
Business Breakdowns

Episode 162: British American Tobacco: Clearing the Air

Business Breakdowns

Episode 162

British American Tobacco: Clearing the Air

Evan Tindall is the co-founder and CIO of Bireme Capital. We cover the challenges associated with marketing tobacco products, BAT's ability to generate strong cash flow, and its transition to less harmful products.

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(00:00:00) - Welcome to Business Breakdowns

(00:05:18) - The Rich History of Tobacco and British American Tobacco

(00:10:25) - The Evolution of Tobacco Products and Market Dynamics

(00:13:46) - Regulatory Landscape and Its Impact on Tobacco Industry

(00:16:04) - The Rise of Next-Generation Tobacco Products

(00:18:44) - Market Trends and the Future of Tobacco Consumption

(00:28:57) - Challenges and Opportunities in the Tobacco Industry

(00:31:34) - Investment Perspectives and the Future of British American Tobacco

(00:36:07) - Investors Shying Away From Owning Tobacco Companies

(00:42:32) - Effects of The Vaping Phenomenon

(00:44:29) - Lessons Learned From British American Tobacco

 

British American Tobacco: Clearing the Air

Introduction

Matt
Welcome back to Business Breakdowns. Today, we are covering British American Tobacco. My guest for today is Evan Tindell, Co-Founder and CIO of Bireme Capital. Now regardless of your views on the actual product of tobacco, the market is one of the oldest in the world.

Evan helps us cover how that tobacco market evolved, and we go way back in time. How the product itself has evolved from smoking pipes to cigarettes to what we're seeing today, the nicotine pouch market and all the craze around it. And we cover how you evaluate a company where the market outlook is so uncertain.

My favorite part of this conversation may be getting some background as to the name of British American Tobacco, it's always one that has stood out to me, and the dynamics of international versus domestic are truly unique in this market. So a lot to consider here. Please enjoy this breakdown of British American Tobacco.

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