TT
Episodes
2
across 2 shows
First heard
Oct 2026
Guest appearances
1
Episodes per month
Public PodLume episodes featuring it, over the last year.
2
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 0 |
| Oct 2026 | 2 |
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What Tim Travis has said on podcasts
26 statements
Business values are currently detached from stock prices
“business values, I feel like are very detached from stock prices right now”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 1:40
Competition among AI products may limit providers’ pricing power
“what is the pricing power of the business?”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 9:33
Hyperscaler stocks remain reasonably valued
“the hyperscalers are still decent values”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 10:24
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring Tim Travis, newest first
Works by Tim Travis
- VOValue Options Letter Podcast
host · podcast