ASML Holding NV (ASML) with Leandro

ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show! ***************************** This episode is sponsored by Stratosphere. Get started for free at stratosphere.io to get the powerful software and research for informed investing decisions. ****************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial:  https://streamrg.co/CCM ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Leandro's work? Find him on Twitter here: https://twitter.com/Invesquotes?s=20&t=hiOfwwbFaD2MXngoNE9-AQ Contact us: [email protected] Timestamps ASML Holding | (6:13) Value Chain | (17:31) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices