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...
Wise (TransferWise) Stock Analysis 2025 | Can This Fintech Disrupt Banks Long-Term?
Intelligent Wealth Podcast
31 minutes
1 month ago
Wise (TransferWise) Stock Analysis 2025 | Can This Fintech Disrupt Banks Long-Term?
In this episode of the Intelligent Wealth Podcast, the hosts take a deep dive into Wise (formerly TransferWise) – one of the UK’s standout fintech success stories. Wise processes over £145 billion in cross-border transactions annually, offering faster, cheaper money transfers than traditional banks. But is it really a quality long-term investment? We cover: 00:00 Introduction to Quality Investing 01:51 Exploring Wise: A Fintech Disruptor 05:23 Wise's Performance and Market Position 10:43 Inve...
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...
