Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42 – The Acquirers Podcast

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Tobias

Hey. This is Value After Hours. I'm Tobias Carlisle, joined as always by my co host, Jake Taylor. Special guest today is Tim Travis, TT Capital Management. He's a value investing specialist. We've had him on lots of times. Great to see you again, Tim. How are you? Oh,

Tim

I'm doing well. Thanks for having me, guys. Always a fun time being on the show. Welcome

Jake

back.

Tobias

So one last one little update. Since we saw you last, you've become SEC registered. You've got out of California. Congrats.

Tim

Yeah. Yeah. It's a different ballgame, from a regulatory standpoint, but it's a it signals growth. So happy about that for sure. Thank

Tobias

you. How, how are you seeing the, investment landscape at the moment? We've had a pretty good run over the last 12 months. Things looking a little bit toppy expensive. What do you think? I

Jake

see. The witness. Am

Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42

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