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
Micron Technology: AI Boom or Too Late to Buy?
Micron Technology has become one of the biggest beneficiaries of the AI boom, with surging demand for the high-performance memory needed to power AI data centres. But after an extraordinary rise in its share price, has the opportunity alread...
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...
