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Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
Description
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 market
Tim's Twitter: https://twitter.com/onbeyondinvest
On Beyond Investing: https://onbeyondinvesting.com/
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