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Intelligent Wealth Podcast
Tony Byrne, Awet Ghirmay, and Carl Roberts
38 episodes
1 week ago
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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Investing
Business
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All content for Intelligent Wealth Podcast is the property of Tony Byrne, Awet Ghirmay, and Carl Roberts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Show more...
Investing
Business
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s01e21 - How to Raise Millions for Startups & Venture Capital with Anmol Goel
Intelligent Wealth Podcast
31 minutes
8 months ago
s01e21 - How to Raise Millions for Startups & Venture Capital with Anmol Goel
Welcome to another episode of the Intelligent Wealth Podcast, where we uncover the secrets to building wealth, investing wisely, and navigating the world of finance. In this episode, host Tony Byrne interviews Anmol Goel, a fund manager and venture capitalist, who shares his journey from humble beginnings in Delhi to raising a £10M fund. 📌 What You’ll Learn in This Episode: ✅ How Anmol raised his first £10M venture capital fund ✅ The best strategies for securing investment from high-net-worth...
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...