Applied Materials provides manufacturing equipment, services, and software to the semiconductor industry. The company sells primarily to chip manufacturers and display companies. Listen closely as Ian, Brett, and Ryan go through the history, financials, and future prospects of Applied Materials. Enjoy the show!
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Timestamps
Company Background | (3:43)
Industry | (8:43)
Management & Ownership | (11:06)
Valuation | (12:59)
Earnings | (16:36)
Balance Sheet | (19:10)
Our Analysis | (22:19)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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