Intelligent Wealth Podcast

Arista Networks may be one of the most important AI infrastructure companies most investors have never heard of. Is Arista Networks one of the biggest hidden winners of the AI boom — or is the stock already priced to perfection? In this episode of The Intelligent Wealth Podcast, we take a deep dive into Arista Networks (ANET), one of the most important companies powering AI infrastructure, cloud n...

BP stock hasn’t moved since 1999… so why are investors suddenly paying attention again? In this episode of the Intelligent Wealth Podcast, we break down whether BP could finally be turning things around — or if it’s just another value trap. We cover: • Why BP’s share price has gone nowhere for 25+ years • The real reason behind its underperformance vs Shell & Exxon • A new CEO and activist inv...

SpaceX has become one of the most valuable companies in the world. But is it the investment opportunity of a generation, or is the market pricing in unrealistic expectations? In this episode of The Intelligent Wealth Podcast, Tony Byrne, Awet Ghirmay and Carl Roberts take a deep dive into SpaceX following its highly anticipated IPO. We discuss: 🚀 SpaceX's valuation and whether it can justify...

Amazon is investing $200 BILLION into AI — but is this a visionary move… or a massive mistake? In this episode of The Intelligent Wealth Podcast, we break down whether Amazon stock is still a smart long-term investment — or if Big Tech’s AI spending spree could backfire. We cover: • Why Amazon is spending $200B on AI  • Is AWS still the real profit engine?  • Amazon’s valuation (P/E, cash flow &am...

Amazon is investing heavily in artificial intelligence, with plans to spend tens of billions on data centres and infrastructure. But is this a smart long-term strategy — or a potential risk for investors? In this episode of the Intelligent Wealth Podcast, we take a closer look at Amazon’s business model beyond retail, including the importance of Amazon Web Services (AWS), its growing advertising s...

BP’s share price is no higher today than it was over two decades ago — so why are investors starting to look at it again? In this episode of the Intelligent Wealth Podcast, we explore whether BP could be a genuine turnaround opportunity or simply a long-term value trap. We discuss the company’s historical performance, including its lack of share price growth despite strong cash flow and consistent...

Is Shopify stock overvalued right now, or does it still have long-term growth potential? In this episode of The Intelligent Wealth Podcast , we take a deep dive into Shopify (SHOP) and analyse whether the current valuation is justified. Shopify powers a significant portion of global e-commerce and has built a powerful ecosystem for millions of businesses. But with strong growth expectations alread...

Summary In this episode of the Intelligent Wealth podcast, the hosts delve into the intriguing world of gold as an investment, particularly in light of its recent price surge. They discuss the historical performance of gold, comparing it to global equities and examining its role as a hedge against inflation and economic uncertainty. The conversation highlights the significant returns gold has prov...

Summary In this episode of the Intelligent Wealth podcast, the hosts discuss Rolls-Royce, focusing on its transformation from a struggling company to a promising player in the aerospace and defense sectors. They explore the company's financial performance, the potential of small modular reactors, and the risks associated with its future. The conversation emphasises the importance of managemen...

Summary In this episode of the Intelligent Wealth Podcast, hosts Tony Byrne, Awet Ghirmay, and Carl Roberts delve into Alphabet Inc., the parent company of Google. They discuss Alphabet's impressive growth trajectory, its diverse business ventures, and the unique share structure that allows for both employee incentives and control by founders. The conversation highlights Alphabet's compe...

Adobe stock analysis (ADBE) – is this creative software giant now a quality bargain after a ~30% share price decline, or a value trap in the age of AI, Canva and Figma? In this episode of the Intelligent Wealth Podcast, fund manager Tony Byrne is joined by Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research at Minerva Money Management) for a deep dive into Adobe’s business, valuation...

PayPal is hugely profitable, buying back billions of dollars of stock, and trading at one of the lowest valuations in its history. In this episode, we ask whether PYPL is a smart contrarian bet for serious investors – or a value trap in a brutally competitive payments market. We dig into: 00:00 Introduction to PayPal and Its Current Landscape 05:15 Historical Performance and Market Position 10:23...

Nova Ltd (NASDAQ: NVMI) has delivered a 1,733% total return since listing – but is there still upside from here, or are investors late to the party? In this episode of the Intelligent Wealth Podcast, Tony Byrne sits down with colleagues Carl Roberts and Awet Ghirmay from Minerva Money Management to break down Nova Ltd, the semiconductor metrology specialist sitting at the heart of the AI and chip...

ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuation, and the big risks (customer concentration, supp...

In this episode of the Intelligent Wealth Podcast, we deep-dive into Games Workshop, the £4.7B FTSE 100 company behind Warhammer – one of the strongest consumer franchises in the world. 👉 What you’ll learn in this episode: 00:00 Introduction  02:05 Overview of Games Workshop 05:23 Performance and Growth of Games Workshop 09:21 Business Model and Customer Engagement 13:23 Market Position and Compe...

In this episode of the Intelligent Wealth Podcast, we dive deep into the fascinating story of Smarter Web Company – a UK-listed business aiming to become the British MicroStrategy by turning its balance sheet into a Bitcoin treasury. 👉 We discuss: 00:00 Introduction to Intelligent Wealth Podcast 01:56 Overview of the Smarter Web Company 05:39 Performance Analysis of Smarter Web Company 12:41 Skep...

In this episode of the Intelligent Wealth Podcast, the hosts take a deep dive into Wise (formerly TransferWise) – one of the UK’s standout fintech success stories. Wise processes over £145 billion in cross-border transactions annually, offering faster, cheaper money transfers than traditional banks. But is it really a quality long-term investment? We cover: 00:00 Introduction to Quality Investing...

MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant. But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst? In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate: 1. MicroStrategy’s 2,400% share price rise in 5 years vs....

🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag? In this episode of the Intelligent Wealth Podcast , our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of the most dominant pharmaceutical companies globally in the obesity and diabetes drug market. With insights from Awet, Head of Research, directors Carl Roberts and Tony Byrne...

Welcome back to the Intelligent Wealth Podcast! In this episode, our expert dives deep into IBM – the 113-year-old tech giant that's quietly reinventing itself in AI, hybrid cloud, and quantum computing. Despite being overlooked for years, IBM is making bold moves with massive investments in next-gen tech. Its quantum computing fleet, growing AI consulting revenue, and focus on enterprise sol...

Welcome back to the Intelligent Wealth Podcast, where we deep-dive into high-quality investment opportunities. In this episode, we analyse Ashtead Technology, a little-known UK-listed company that's quietly dominating the subsea equipment rental market. Ashtead Technology provides specialised equipment and services for offshore energy projects – from oil and gas to renewables. With over 30,00...

Is Fortinet the future of cybersecurity investing? In this episode of the Intelligent Wealth Podcast, we deep dive into Fortinet (NASDAQ: FTNT) — one of the world’s fastest-growing cybersecurity companies with 31% annual returns since IPO! **Takeaways** 1. Why Fortinet ticks all the boxes for quality investing 2. The massive $14 trillion cybersecurity opportunity 3. Key differences between Fortine...

Welcome to the Intelligent Wealth Podcast! In this episode, we dive deep into Warren Buffett’s legacy , the future of Berkshire Hathaway , and whether it’s still a smart investment in 2025. With Buffett stepping down as CEO after nearly 60 years, investors are asking: Is it time to hold, buy more, or move on? We explore Buffett's investing philosophy, his top-performing stocks, criticisms of...

Welcome to the Intelligent Wealth Podcast! In this episode, we uncover one of the most powerful and under-the-radar companies in the world — Mercado Libre, often called the "Amazon + PayPal + Shopify of Latin America." 👉 If you had invested just $10,000 eighteen years ago, you'd have nearly $1 million today. But this e-commerce and fintech giant is still growing at 40% per year. Is...

In this episode of the Intelligent Wealth podcast, the hosts discuss Nvidia's remarkable rise to become the world's largest company by market cap, driven by the visionary leadership of Jensen Huang. They explore Nvidia's unique business model, its competitive advantages in the AI space, and the valuation concerns that come with its rapid growth. The conversation also delves into the...