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  • Brett Schafer

Episode 86: Talking Software with Tim Beyers

This is a new post that will be included alongside each show. It will have a short summary of the episode, any video clips, and other things listeners should know for each episode

We are back after our summer hiatus and have a fantastic interview with long-time software analyst Tim Beyers. I learned a ton on this episode and think any listener will too.

YouTube Link

Spotify Link

Screenshot Summary

In chronological order:

  1. Discussion on what we did this summer and updates on the show (1:01)

  2. Big news stories we missed this summer including Nikola (RIP Trevor), Epic Games vs. Apple, and the Teladongo (?) merger (6:19)

  3. Interview with Tim Beyers. We discuss his investment philosophy and then ask him numerous questions about Fastly, Snowflake, and Elastic (21:58)

  4. Hot Water including Costco’s CEO relentless struggle to keep hot dogs at $1.50 (1:19:44), FMK for Peloton, Zoom Video, and Teladoc, and then wrap-up with anecdotal evidence.

#Elastic #Software #Fastly #Snowflake #TimBeyers #Podcast

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Listen On: Spotify Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capita

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