Timken Company

Yeah.

And I was at SpaceX, Baker Hughes, Timken and Apple.

timkin is a big automotive supplier is in ohio baker hughes is a big oil and gas services company those two i would categorize as not tech big slow boring and yeah i mean not to be rude to people that work there just like not a good place for me to work but it did not fit my my personality or desires and then spacex and apple while very different companies doing very different things apple is big i was working on a I can't say this publicly, but it was working on a secret project that never ended up going anywhere that was oriented towards what I was interested in at the time.

And I was like, okay, this is cool.

And then I would say the same thing with SpaceX.

And so that's why I chose to Those were the two companies I was looking at when I graduated.

It's like probably not Timken, definitely not Baker Hughes, Rocket Mortgage, Quicken Loans doesn't really make sense.

And so, but I was very fortunate to have had a bunch of these internships to look at the cultures of the companies and then also the like disciplines.

We were thinking about selling it, but now I think that we're probably going to keep it.

Yeah, I had always sworn by Timken, and then I had the issue.

But I think the issue I had was with tapered bearing sets, not sealed bearing sets.

So you'll see.

Oh, that data center?

Yeah, that data center they're putting in right across from the old Timken place.

Just for the exterior, look at how many brick retaining walls they built.

And look at all the masonry work.

But the numbers that truly prove its extreme pressure capabilities are the load tests.

If we look at the D2509 Timken OK load, it scores a 60 pound rating.

Wow.

60 pounds.

For context, the Timken test involves pressing a stationary steel block against the spinning steel ring while the grease is applied right to the contact point.

Oh, exactly right.

And they just keep adding weights to a lever arm until the grease film physically breaks, which causes the metal to score.

There's RBC Bearings and a German company named Schaeffler.

But Timken is the next name I'm zeroing in on.

It's an $8 billion company that trades for about 16 times forward earnings.

A look at the company's recent history reveals, uh, lo, that special.

They're expected to land at 4.8 billion this year.

Um, not off to a good start, but when you look under the hood of this company, it reveals a deeper opportunity.

Timken has been extremely ambitious at building a portfolio all around being a leader in not just bearings, but robotics movements.

So this includes acquisitions to build out that portfolio in key robotics segments like harmonic drives, high-precision drives, linear actuators, and motion systems.

If it holds now above that 50, especially if the market calms down, that could be really good.

I still like Timken, but it's been volatile, so I was in, I was out, and now I'm aside, but I would keep an eye on it because that's related to robotics, which I still think is a good longer term play.

I'm just...

You know, I'm all about the market timing.

Mm.

So I've been looking into companies that make those, and Timken is one, that, the symbol there is T- TKR.

It actually broke out over 120.

Today it traded at like 121-something.