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.

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recordings per month · last 12 months

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

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And is that the reason the premium is so big?

Let me get your take on this then, and then we're going to keep moving.

Buy, sell, or hold Merck on the basis of this deal?

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?

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