Ubiquiti develops internet technology designed for service providers, enterprises, and consumers. Essentially, the company produces the hardware that helps distribute high-capacity internet access. Listen in as Ian, Brett, and Ryan dive into the company and how it might grow from here. Enjoy the show!
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Timestamps
Company Background | (2:22)
Industry | (6:45)
Management & Ownership | (8:00)
Valuation | (10:11)
Earnings | (12:10)
Balance Sheet | (13:52)
Our Analysis | (16:22)
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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