Transcript
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.