Show notes
Philip Morris International Inc. (PM) manufactures and sells tobacco products, with a focus on reduced-risk products, but faces regulatory challenges and declining smoking rates. At the end of the month, we will publish an Arch Capital episode that will cover the company: Nintendo. Listen closely as Brett and Ryan go through the history, financials, and future prospects of Philip Morris. Enjoy the show!******************************This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/******************************Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoneyContact us: [email protected]TimestampsCompany Background | (3:02)Industry | (16:14)Management & Ownership | (21:01)Earnings | (26:06)Balance Sheet | (30:39)Valuation | (33:54)Our Analysis | (35:25)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.
