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...
s01e22 - High Shareholder Yield: The Investing Strategy You Need to Know!
Intelligent Wealth Podcast
39 minutes
8 months ago
s01e22 - High Shareholder Yield: The Investing Strategy You Need to Know!
Welcome to another episode of the Intelligent Wealth Podcast, where we uncover game-changing investment strategies to help you build financial freedom. In this episode, Tony Byrne, Carl, and Awet discuss High Shareholder Yield, a key metric combining dividends, share buybacks, and debt reduction. 💡 Why This Matters: 🔹 Dividends Alone Aren’t Enough! Learn how smart investors maximise total returns 🔹 Why Share Buybacks Can Supercharge Your Portfolio 🚀 🔹 How Debt Reduction Boosts Shareholder Val...
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...
