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 monthsRecordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.
Appearances
Motley Fool Hidden Gems Investing · Tales of Unexpected Losses: AXON, TREX, WRBY · 10 Nov 2025
podcast
kind of surprised and disappointed.
Axon was one of them.
What we want to do is break down what the street didn't like, what we think, and whether we think now is the time to buy, sell, or hold.
Give me your take here, Emily.
What did the street not like about the Axon report?
What did you think of it?
Yeah.
It's an interesting one.
The thing that I thought was super interesting here, Emily, is the effective tax rate was, I don't think I've seen this before, 113.9% is what AlphaSense reported for us here.
I guess the nice thing about that is this is a very profitable
very well-scaled business that just keeps scaling.
But we need to talk about another one.
This is one of my favorite businesses, but the market decided that they were not so happy with Trex.
What happened?
I think it's interesting.
It's hard for me to know whether or not this is competitive issues, if it's channel issues, if it's macro issues.
It feels like it could be any one of those three, Jason.
I guess it could be both.
Yeah, that's a great point.
All right, let's move on to Warby Parker, which was down significantly, primarily for two reasons.
Showing 1061–1080 of 1,508 · page 54 of 76
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