Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
Is this one that you expect to see compounding value at Merck, or where are you at?
Fair enough.
All right, let's move on, Ant.
We're going to move on to some earnings, starting with UPS.
Apparently, people want to be delivering packages again.
Talk to me about what we saw from the UPS earnings report.
This does seem to be a real play on, forget about growth, focus on profitability.
Are we at the beginning of a surge in profitability for UPS?
Is that too bold a statement, or are we at the beginnings of a real profitability improvement at this company?
I like all of those things.
But let's move on to Chevron.
That was up slightly on earnings.
So ticker CVX here.
This is a very, very big company and up about 1.5% for the week.
What did the results look like here?
And do we like them?
Where are you at on this one?
I want to make sure I got this right.
$300 billion company, did you say $78 billion return over, is that three years?
Three years, yep.