Chit Chat Stocks ANSYS (Ticker: ANSS) Not So Deep Dive
Nov 8, 2022
The podcast discusses ANSYS, an engineering simulation software company. They cover topics like the industry, management and ownership, earnings, balance sheet, and valuation of ANSYS. They also provide their own analysis of the company's prospects. Additionally, they explore ANSYS' revenue generation, international expansion, and financial performance. The podcast raises concerns about management ownership and compensation and raises questions about ANSYS' operating cash flow margin.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Long-term Stock Returns and ANSYS's Engineering Simulation Software
02:24 • 3min
NASA's Unmanned Spacecraft Launch and ANSYS' Software
05:16 • 2min
ANSYS: Revenue Generation and International Expansion
07:06 • 7min
Management Ownership and Compensation
14:09 • 5min
Financial Performance and Valuation
18:57 • 29min