Intelligent Wealth Podcast
Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.
Intelligent Wealth Podcast
Latest Episodes
3i Group: 30% Discount or Value Trap?
3i Group has been one of the UK's best-performing investments over the last decade, yet today the shares trade at a significant discount to their underlying value. Is this a rare opportunity or a value trap?In this episode of ...
Arm Holdings: The Next Nvidia?
Arm Holdings may be one of the most important AI companies in the world — yet most investors still don’t fully understand what it actually does.In this episode of The Intelligent Wealth Podcast, we break down Arm Holdings (NASDAQ: ARM),...
Intuitive Surgical: Dominant Monopoly or Priced to Perfection?
Is Intuitive Surgical a dominant monopoly — or a stock priced to perfection?In this episode of The Intelligent Wealth Podcast, we take a deep dive into Intuitive Surgical (ISRG), the company behind the Da Vinci robotic surgery system, a...
Apple Stock: Has Tim Cook Left a Bigger Problem Than Investors Realise?
Apple is one of the greatest businesses ever created. But can it continue to dominate in a world increasingly shaped by artificial intelligence?In this episode of The Intelligent Wealth Podcast, we take a deep dive into Apple (NASDAQ: A...
Arista Networks: AI Goldmine or Priced to Perfection?
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?I...