Tim Heitman is a great person to kick off this format, who I consider a friend, as much as I do a colleague. Tim has been part of the GEO Investing community for some time and has joined us for Video Skull Session interviews in the past, so many of you may already be familiar with him.

This time, rather than doing another video conversation, I wanted to give Tim the opportunity to go deeper on some topics and experiences that have shaped his approach.

He’s been investing for decades and has developed a thoughtful framework around fundamental research, what he calls “time arbitrage” and investing in smaller companies. He loves talking stocks and is great at breaking down businesses and building models. We had our original Skull Session with Tim back in August 2023, before we launched this Substack. You can watch the video at Geoinvesting along with our take on the conversation here or you can watch it on this Substack, here, where we just published the video yesterday.