Tim

Passionate value investor, former fund manager of a multi-$B fund, CFA writer, VIC member, MHA board, Clemson dad, UNC, poker, tennis. NOTHING HERE IS ADVICE.

[Tim @RealTimBeyer]

@TechFundies @strinh23 Yes

[Tim @RealTimBeyer]

@strinh23 @TechFundies I literally had a call with a Factset consultant yesterday. He quoted me $10k for MCP server access. That is in addition to the normal annual license (I’m paying $15k). And I’ve been a user for over 30 years.

[Tim @RealTimBeyer]

@TheSCIF @grok is this true?

[Tim @RealTimBeyer]

@EdgeCGroup If you’re not investing based on value what are you basing your investment decisions on? Value investing is an oxymoron - all intelligent investing is value investing.

[Tim @RealTimBeyer]

@EdgeCGroup Cool! Your teeth are top decile for a Brit! 😂

[Tim @RealTimBeyer]

@EightTrack180 Good one Jason! 😅

[Jason Hirschman @EightTrack180]

What a missed opportunity!

Every U.S. child should receive a $1,000 Russell 2000 Value starter account at birth. Never too soon to teach kids that life is filled with disappointment, relative underperformance, and misplaced hope.😆

[Tim @RealTimBeyer]

Definitely not a SPAC. They are incentivized

[Tim @RealTimBeyer]

Hey $LOGC why are you hiring a CFO? You’re a cash shell that needs no more than 1-2 employees. You are looking for an acquisition which would come with a real CFO.

You hired a guy that works for Rishi’s hedge fund to be the CFO at LOGC …smells like grift. Please explain.

[Tim @RealTimBeyer]

@EdgeCGroup Definitely not a SPAC. Incentivized to acquire a company with a high level of taxable income to use their billions in tax assets.

[Tim @RealTimBeyer]

@EdgeCGroup What do you own today that makes you shake and flips your stomach?

[Tim @RealTimBeyer]

@EdgeCGroup Happiest of birthdays my friend!

[Tim @RealTimBeyer]

@ClarkSquareCap Good luck my friend! Austin is great!

[Tim @RealTimBeyer]

@EdgeCGroup Staying humble Jimmy! Top ten characteristic of great investors!

[Tim @RealTimBeyer]

@elonmusk Tesla, SpaceX, Neuralink, DOGE, OpenAI, X…your contribution to humanity is just incredible. ❤️

[Tim @RealTimBeyer]

@Teslarati Vacuums

[Tim @RealTimBeyer]

@EdgeCGroup I asked AI for one word. It gave me “hearty”. I asked for another, it gave me “traditional”.

[Tim @RealTimBeyer]

$HHH needs to run a full process rather than carrying favor to @BillAckman. It is the only way of gaining shareholder trust in the outcome and ensuring they are treated fairly. Anything <NAV should be considered unacceptable.

And no games like a 1.5% rake. Absurd.