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Intelligent Wealth Podcast

Intelligent Wealth Podcast

Auteur(s): Tony Byrne Awet Ghirmay and Carl Roberts
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Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.

© 2025 Intelligent Wealth Podcast
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  • The cybersecurity stock you can’t ignore in 2025 | Fortinet deep dive
    Jun 26 2025

    Is Fortinet the future of cybersecurity investing? In this episode of the Intelligent Wealth Podcast, we deep dive into Fortinet (NASDAQ: FTNT) — one of the world’s fastest-growing cybersecurity companies with 31% annual returns since IPO!

    **Takeaways**
    1. Why Fortinet ticks all the boxes for quality investing
    2. The massive $14 trillion cybersecurity opportunity
    3. Key differences between Fortinet and CrowdStrike
    4. Risks and red flags: Can Fortinet keep its moat?
    5. The growing impact of AI and quantum computing on digital security

    **Chapters**
    00:00 Introduction to Cybersecurity and Fortinet
    02:30 Fortinet's Growth and Market Potential
    06:04 The Importance of Cybersecurity in a Digital World
    09:28 Challenges and Risks in Cybersecurity
    16:38 Fortinet's Competitive Landscape and Future Outlook
    21:46 Final Thoughts on Fortinet and Cybersecurity Investment

    📌 Links & Mentions:
    🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
    🌐 Fortinet– https://www.fortinet.com/uk
    Download Top 10 one-page summaries: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots
    Intelligent Wealth Podcast playlist: • Intelligent Wealth Podcast

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

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    32 min
  • Warren Buffett steps down: Should you still invest in Berkshire Hathaway?
    Jun 13 2025

    Welcome to the Intelligent Wealth Podcast! In this episode, we dive deep into Warren Buffett’s legacy, the future of Berkshire Hathaway, and whether it’s still a smart investment in 2025. With Buffett stepping down as CEO after nearly 60 years, investors are asking: Is it time to hold, buy more, or move on?

    We explore Buffett's investing philosophy, his top-performing stocks, criticisms of his strategy, and how Berkshire compares to tech giants like Apple, Tesla, and NVIDIA. We also cover compounding, diversification, free cash flow vs. DCF, and what the future may hold under Greg Abel’s leadership.

    **Takeaways**

    1. Berkshire Hathaway has been a significant player in the investment world for 60 years.
    2. Warren Buffett's dedication to investing is unmatched.
    3. Berkshire Hathaway has outperformed the S&P 500 historically, but recent performance has declined.
    4. Critiques of Buffett's investment choices include ethical concerns about companies like Coca-Cola.
    5. The future of Berkshire Hathaway may be limited due to its size and cash management challenges.
    6. Buffett's investing philosophy may not align with the digital age.
    7. Breaking up Berkshire Hathaway could unlock value for investors.
    8. Investors should consider the growth potential of Berkshire Hathaway moving forward.
    9. Buffett's legacy includes a wealth of knowledge and investment wisdom.
    10. Investing in Berkshire Hathaway may not be the best choice for new investor

    📌 Links & Mentions:
    🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
    🌐 Berkshire Hathaway– https://www.berkshirehathaway.com/
    Download Top 10 one-page summaries: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots
    Intelligent Wealth Podcast playlist: • Intelligent Wealth Podcast

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Voir plus Voir moins
    36 min
  • This stock beat Amazon by 3x – But you’ve never heard of it
    May 30 2025

    Welcome to the Intelligent Wealth Podcast! In this episode, we uncover one of the most powerful and under-the-radar companies in the world — Mercado Libre, often called the "Amazon + PayPal + Shopify of Latin America."

    👉 If you had invested just $10,000 eighteen years ago, you'd have nearly $1 million today. But this e-commerce and fintech giant is still growing at 40% per year. Is it still undervalued? Could it be one of the best long-term investments of the decade?

    ** Takeaways **
    1. What makes Mercado Libre a once-in-a-generation business
    2. How it dominates e-commerce, digital payments, and logistics in Latin America
    3. The investment risks, including leadership transitions and valuation
    4. Why it's beating the S&P 500 and Amazon in returns
    5. The huge growth potential in underbanked emerging markets

    📌 Links & Mentions:
    🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
    🌐 Mercado Libre– https://mercadolibre.com/
    Download Top 10 one-page summaries: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots
    Intelligent Wealth Podcast playlist: • Intelligent Wealth Podcast

    Disclaimer:
    The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
    --------------------

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/abbynoise/night-...
    License code: C4BIIEC6POGUQVDJ

    Voir plus Voir moins
    32 min

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