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	Podcast:		Yet Another Value Podcast
	Episode:		Tim Bergin from On Beyond Investing on Global Value Investing and the CIT merger
	Category:		Business
	Duration:		01:01:19
	Publish Date:		2020-11-20 14:00:00
	Description:		Tim Bergin is a value investor and the founder of On Beyond Investing (https://onbeyondinvesting.com/). In this episode, he discusses his background, why he sees value in the banking space and specifically in the First Citizen (FCNCA) / CIT merger, and how consolidation could drive upside in the Irish banking market Tim's Twitter: https://twitter.com/onbeyondinvest On Beyond Investing: https://onbeyondinvesting.com/ Chapters 0:00 Intro 1:35 Tim's Background (and cold water swimming) 5:35 Tim's evolution from credit analyst to value investing 8:50 Seeing value in financials and mining / commodity stocks 17:40 How to spot uninvest-able bad banks 27:55 Tim's Favorite Uranium Stocks 30:05 First Citizen's (FCNCA) / CIT merger overview 37:00 Synergies from the merger and why it's so accrettive 44:00 Could a large bank spin off a high multiple fintech company? 47:30 Overview of the Irish banking market and why consolidation could benefit investors
	Total Play:		0