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