Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and hybrid cloud management to businesses, and navigating a competitive landscape in the cloud computing industry. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

*****************************

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Sean's work? Find their Twitter here: https://twitter.com/_SeanDavid?s=20

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

Nutanix | (2:20)

Competitive Advantage | (11:16)

Financials | (21:28)

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.

Nutanix (Ticker: NTNX) with Sean Emory