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...

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 bruta...

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 ...

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...

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 Intro...