Tech: Tim B's Process
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 13 November 2020
⏱️ 49 minutes
🧾️ Download transcript
Summary
Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies.
Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation.
Stocks: FSLY, TWLO, SNOW, MDB
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.6 | It's Friday, November 13th and we're talking about the process, |
| 0:30.8 | building the process and trusting the process. |
| 0:33.6 | I'm your host, Dool Lewis, and I'm joined by a long-time fool and lead advisor on the |
| 0:37.2 | Cloud Disruptors 2020 product, Tim Byers. |
| 0:41.3 | Tim, how's it going? Going well, Dylan. Going well, how about you? |
| 0:45.0 | I can't complain. This is my favorite time of the year. |
| 0:48.0 | I've got these nice, you know, burnt orange colors in Washington, D.C. |
| 0:52.0 | The weather's beautiful. It's a great time to go walk |
| 0:54.6 | outside I'm hopping into Rock Creek Park as much as I can on the weekend these days |
| 0:58.4 | That's beautiful. I mean it's pretty cold here in the mountains in Colorado but it'll warm up a little bit |
| 1:05.9 | in the next few days and we'll get that beautiful winter but sort of Indian summerish and so we've got the leaves but the snow hasn't |
| 1:15.4 | come and stuck on the ground yet. If you've ever been to Colorado you know that |
| 1:20.2 | the stow does not stick on the ground for very long. We have one of the best |
| 1:25.8 | winters in the entire world, I'll argue. But of course I'm arguing for the home |
| 1:31.0 | team here, so I've lived in Colorado for over 20 years. |
| 1:34.4 | You know I have been to fool Colorado I desperately want to get back and I am excited to be able to do that |
| 1:39.4 | at some time hopefully in 2021 because in addition to Colorado being wonderful you guys have some pretty |
| 1:45.0 | cool stuff going on out there it is a really awesome group of people and a very fun office. |
... |
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