Tim Beyers

speaker
1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
3 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

Appearances

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This is interesting, because this is a company that doesn't just have a lock on the ag sector.
They are introducing some AI features into some of their products, like the new CN Spray for AI-powered weed killing.
Why the negativity here?
I'll start with you, Dave.
All right, Rick, what else?
What do you got to say for yourself here on that negativity?
I didn't expect you to go full Admiral Ackbar there, but that's well done.
But there is an argument for this, and I'll say this and we'll move on.
They have struggled with inventory.
If that inventory problem, if that backlog of used equipment is not moving off dealer lots, it's going to be really difficult to get new equipment onto those dealer lots.
And that is a problem for Deere.
All right.
So to summarize here, we have three earnings reports.
Zoom reports this afternoon.
Best Buy reports tomorrow morning, Tuesday morning.
And Deere reports Wednesday morning.
Our tickers are ZM.com.
BBY for Best Buy and DE for Deere, the old John Deere company.
Let us know what you think.
Tell us, were we right?
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