
Tim Beyers
Contributor to This Week in Tech, discussing SaaS companies and software stickiness.
Top 10 podcasts with Tim Beyers
Ranked by the Snipd community

61 snips
Mar 10, 2025 • 32min
Redfin is “Under Contract”
Tim Beyers, a Motley Fool analyst, discusses Rocket Companies' strategic all-stock acquisition of Redfin, aiming to simplify homebuying. He also highlights ServiceNow's $2.8 billion purchase of Moveworks, positioning itself in the AI landscape. Anthony Schiavone shares insights on Vail Resorts, shedding light on the challenges faced due to a ski patrol strike and its declining reputation. They explore Vail's financial strategies and complexity in balancing real estate operations with ski resort management.

54 snips
Feb 24, 2025 • 33min
Warren Buffett’s State of the Market
Tim Beyers, a Motley Fool analyst, shares insights about Warren Buffett's annual letter, discussing Berkshire Hathaway's impressive cash reserves and what they indicate about market opportunities. Meanwhile, Rob Barrow, CEO of MindMed, dives into the promising research on using LSD to treat anxiety and depression, highlighting breakthroughs in psychedelic therapy and its potential role in mental health. Their conversations reveal both the cautious optimism of a legendary investor and the innovative future of therapeutic treatments.

52 snips
Jan 27, 2025 • 32min
DeepSeek and AI’s Efficiency Era
Tim Beyers, a seasoned analyst at Motley Fool, dives into the transformative impact of DeepSeek, a revolutionary Chinese AI app reshaping the tech landscape. They discuss how DeepSeek's efficient, resource-light approach could give China a competitive edge over U.S. firms. The conversation shifts to what AI might look like in 2025, emphasizing software innovation and efficiency. Beyers also shares insights on how key tech companies like Apple and Microsoft will navigate these changes during their earnings reports.

39 snips
Jan 2, 2025 • 33min
2025 Goals: Invest Better, Budget Smarter
Tim Beyers, an investment analyst at The Motley Fool, shares valuable insights on making financial resolutions stick in the New Year. He discusses how new investors can dive into the market and reflects on the icy allure of past market performance. The conversation highlights the record-breaking success of Netflix's Squid Game and the company's strategic shift toward embracing advertising. Later, Alison Southwick and Robert Brokamp present essential budgeting tools to enhance financial management skills, emphasizing personalized choices.

12 snips
Feb 20, 2025 • 32min
What’s Cooking at Toast
Tim Beyers, an investment analyst at The Motley Fool with a focus on restaurant tech, and Kirsten Guerra, a gamer expert specializing in Roblox, join the discussion. They dive into Toast's impressive year-over-year growth and its innovative point-of-sale systems boosting restaurant revenue. Tim explains why Toast's stock is undervalued, while Kirsten addresses Roblox's position against competitors and user safety concerns. Additionally, they explore Microsoft's advances in quantum computing and its implications for the tech industry.

12 snips
Jan 6, 2025 • 26min
Unbundle, Re-Bundle, Sell Ads
Tim Beyers, a seasoned analyst from Motley Fool, dives into the complexities of streaming and advertising. He highlights Comcast's ambitious launch of Universal Ads, reshaping the competitive landscape. Beyers discusses Disney's plan to acquire FuboTV, paving the way for enhanced sports streaming. The conversation navigates the consolidation in streaming and the rising challenges for new players. Also touching on the significant role of Sports Radar in the betting industry, this discussion unpacks the evolving dynamics of a rapidly changing market.

9 snips
Oct 23, 2024 • 29min
Starbucks Goes Back to Basics
Kirsten Guerra, an investment analyst at The Motley Fool, discusses Starbucks' challenging earnings and the barista-focused turnaround strategy by new CEO Brian Niccol. She contrasts this with General Motors' impressive market performance. Tim Beyers also joins, diving into Instacart's innovative "Caper Cart" technology that enhances grocery shopping experiences. The conversation highlights how these smart carts impact consumer behavior and advertising strategies, showcasing Instacart's unique market model and the balance of revenue growth with escalating R&D expenses.

8 snips
Jul 29, 2023 • 33min
Rule Breaker Investing Fundamentals
Join David Gardner, co-founder of The Motley Fool and champion of Rule Breaker investing, alongside Tim Beyers, a keen analyst of disruptive companies. They dive into what defines a Rule Breaker business and share captivating lessons from giants like Apple and Tesla. Discover insights on investing like a venture capitalist, the significance of risk, and tips for creating personal investing rules. Their discussions challenge traditional mindsets, emphasizing the power of innovation in achieving long-term financial goals.

5 snips
Mar 20, 2024 • 30min
Split Your Burrito and Your Stock
Tim Beyers, a Motley Fool analyst, dives into Chipotle’s historic 50-for-1 stock split, explaining why it's beneficial for the options market and the brand's growth prospects. He also discusses the exciting partnership between Apple and Google to integrate Gemini into the iPhone, emphasizing its strategic importance. Meanwhile, Lauren Sherman, a fashion correspondent at Puck, sheds light on Abercrombie & Fitch's impressive turnaround, revealing how the brand has reconnected with modern consumers while outpacing tech giants.

5 snips
Feb 22, 2024 • 26min
The NVDA Show
Tim Beyers, a Motley Fool analyst, dives deep into Nvidia's recent blockbuster quarter, fueled by soaring demand for GPUs and AI advancements. He explores the sustainability of this growth amid potential slowdowns and critiques Nvidia's capital allocation strategy, questioning their focus on stock buybacks. The conversation highlights the company’s pivotal shift towards AI and networking solutions, emphasizing its transformation from merely a chip maker to a comprehensive tech enabler in the AI landscape, setting the stage for future innovations.