I interview Tim Bergin of On Beyond Investing which is an investment idea company. He takes a deep, fundamental, research-driven approach, to investing. Tim has 12 years of experience as a trader on a proprietary credit trading desks and a hedge fund in New York and Toronto. He left the industry desiring more freedom and now manages his own portfolio and investments.
I invited Tim to do a deep-dive into the strongest mortgage REIT. He explains in-depth why he likes the space and why AGNC specifically. He gets into its strong suits but also into key risks he perceives, as well as how to handle those.
After that deep dive, we briefly talk about the SPAC craze that's going. The many SPACs coming to market offer plenty of opportunities to do well for investors willing to put in the work. Tim shares ideas like Pershing Square Holdings
If you want to check out what Tim does or his service you can find it At On Beyond Investing. As you'll see when you read his work or watch my interview with him, he's very thoughtful with a sense of humility while he comes up with very interesting and creative ideas. He very much ventures beyond basic investing.
Want to reach out or engage with Tim, you'll find him on Twitter here.