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, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
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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, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
From Grave Digger to Billionaire: The Story Behind Constellation Software
Intelligent Wealth Podcast
35 minutes
6 months ago
From Grave Digger to Billionaire: The Story Behind Constellation Software
In this episode of the Intelligent Wealth podcast, the team discusses Constellation Software, a remarkable company known for its impressive growth and unique business model. The conversation delves into the company's financial metrics, the leadership of Mark Leonard, and the importance of capital allocation. The hosts explore the challenges the company faces as it grows, the significance of company culture, and the future outlook without its visionary leader. Overall, the discussion highlight...
Intelligent Wealth Podcast
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, supply chain, geopolitics, and “what’s next” tech shifts). Why it matters for serious investors: ASM...
