Tim Bergin's guest appearances

Tim Bergin

The Intelligent Investing Podcast

Yet Another Value Podcast

The Special Situation Cast

Jeremy Raper

Warren Buffett

Nick Berry

Andrew Walker

David Yarus

Keith Smith

Gregory Zuckerman

Ann Hambly

Peter McCormack

Tom Jacobs

Brian Langis

Tobias Carlisle

Vitaliy Katsenelson

Guy Spier

David Kim

OwlTail

Tim Bergin is a value investor and the founder of On Beyond Investing (https://onbeyondinvesting.com/). In this episode, he discusses his background, why he sees value in the banking space and specifically in the First Citizen (FCNCA) / CIT merger, and how consolidation could drive upside in the Irish banking marketTim's Twitter: https://twitter.com/onbeyondinvestOn Beyond Investing: https://onbeyondinvesting.com/Chapters0:00 Intro1:35 Tim's Background (and cold water swimming)5:35 Tim's evolution from credit analyst to value investing8:50 Seeing value in financials and mining / commodity stocks17:40 How to spot uninvest-able bad banks27:55 Tim's Favorite Uranium Stocks30:05 First Citizen's (FCNCA) / CIT merger overview37:00 Synergies from the merger and why it's so accrettive44:00 Could a large bank spin off a high multiple fintech company?47:30 Overview of the Irish banking market and why consolidation could benefit investors

Tim Bergin is a value investor and the founder of On Beyond Investing (<a href="https://onbeyondinvesting.com/" rel="nofollow" target="_blank">https://onbeyondinvesting.com/</a>). In this episode, he discusses his background, why he sees value in the banking space and specifically in the First Citizen (FCNCA) / CIT merger, and how consolidation could drive upside in the Irish banking market Tim's Twitter: <a href="https://twitter.com/onbeyondinvest" rel="nofollow" target="_blank">https://twitter.com/onbeyondinvest</a> On Beyond Investing: <a href="https://onbeyondinvesting.com/" rel="nofollow" target="_blank">https://onbeyondinvesting.com/</a> Chapters 0:00 Intro 1:35 Tim's Background (and cold water swimming) 5:35 Tim's evolution from credit analyst to value investing 8:50 Seeing value in financials and mining / commodity stocks 17:40 How to spot uninvest-able bad banks 27:55 Tim's Favorite Uranium Stocks 30:05 First Citizen's (FCNCA) / CIT merger overview 37:00 Synergies from the merger and why it's so accrettive 44:00 Could a large bank spin off a high multiple fintech company? 47:30 Overview of the Irish banking market and why consolidation could benefit investors

Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger

Big shout out to our sponsor for this episode.... VPN.com !!!   On this episode of The Intelligent Investing Podcast, Eric Schleien interviews Tim Bergin once again to touch base after having him on a year prior.   Tim is the founder of OnBeyondInvesting Eric serves as the CEO of Granite State Capital Management, LLC - an investment management firm based in New Hampshire.  http://www.EricSchleien.com http://www.GSCM.co

Big shout out to our sponsor for this episode.... <a href="http://www.vpn.com" rel="nofollow" target="_blank">VPN.com</a> !!! On this episode of The Intelligent Investing Podcast, Eric Schleien interviews Tim Bergin once again to touch base after having him on a year prior. Tim is the founder of <a href="https://onbeyondinvesting.com/" rel="nofollow" target="_blank">OnBeyondInvesting</a> Eric serves as the CEO of Granite State Capital Management, LLC - an investment management firm based in New Hampshire.  <a href="http://www.EricSchleien.com" rel="nofollow" target="_blank">http://www.EricSchleien.com</a> <a href="http://www.GSCM.co" rel="nofollow" target="_blank">http://www.GSCM.co</a>

Eric Schleien interviews Tim Bergin...yearly re-cap

Had a really interesting interview with Tim Bergin who runs the newsletter at onbeyondinvesting.com We discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background: 12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto.  In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally.  Wanting more freedom, Tim decided to focus on managing his own portfolio and investments.  He enjoys reading, learning and thinking deeply about markets and investments.  Investing Style His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside.  This approach is a disciplined one with a long-term focus.  He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity. An episode you absolutely won't want to miss!

Had a really interesting interview with Tim Bergin who runs the newsletter at <a href="http://onbeyondinvesting.com" rel="nofollow" target="_blank">onbeyondinvesting.com</a> We discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background: 12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto.  In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally.  Wanting more freedom, Tim decided to focus on managing his own portfolio and investments.  He enjoys reading, learning and thinking deeply about markets and investments.  Investing Style His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside.  This approach is a disciplined one with a long-term focus.  He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity. An episode you absolutely won't want to miss!

Pipeline Company Below Liquidation Value and More - Tim Bergin - onbeyondinvesting.com