Summary

In this episode of the Intelligent Wealth podcast, the hosts discuss Rolls-Royce, focusing on its transformation from a struggling company to a promising player in the aerospace and defense sectors. They explore the company's financial performance, the potential of small modular reactors, and the risks associated with its future. The conversation emphasises the importance of management execution and the company's position in a competitive market.


Takeaways

This podcast is for serious investors interested in company insights.
Rolls-Royce is not just about luxury cars; it's an engineering company.
The company has a history of bankruptcy and nationalisation but is now thriving.
Management changes have led to noticeable improvements in performance.
Rolls-Royce's share price has seen a significant turnaround post-COVID.
Small modular reactors represent a future growth area for the company.
The defense sector is becoming increasingly important for Rolls-Royce.
Execution by management is crucial for future success.
The company operates in an oligopoly in the aerospace sector.
Investors are optimistic due to a growing backlog of defense contracts.

Chapters:

00:00 Introduction to Rolls-Royce
03:14 Company Overview and Historical Context
05:36 Financial Performance and Market Position
10:36 Small Modular Reactors and Future Prospects
20:23 Risks and Challenges Ahead
34:02 Final Thoughts and Investment Considerations

Keywords

Rolls-Royce, investment, aerospace, defense, small modular reactors, financial performance, risks, management, market trends, energy solutions

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Rolls Royce - https://www.rolls-royce.com/

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

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

Summary

In this episode of the Intelligent Wealth Podcast, hosts Tony Byrne, Awet Ghirmay, and Carl Roberts delve into Alphabet Inc., the parent company of Google. They discuss Alphabet's impressive growth trajectory, its diverse business ventures, and the unique share structure that allows for both employee incentives and control by founders. The conversation highlights Alphabet's competitive advantages, including its strong market position and innovative culture, while also addressing the risks the company faces, particularly regarding regulation and the need to monetize its investments in AI. The hosts conclude with an optimistic outlook for Alphabet's future, emphasizing its potential to thrive in the evolving tech landscape.

Takeaways:

Alphabet is a leading company with a market cap around $4 trillion.
The company has a unique share structure with Class A and Class C shares.
Alphabet's growth has been impressive, with a 92% increase in share price over the last year.
The company is heavily reliant on Google search for revenue, but is diversifying into AI and cloud services.
Alphabet's culture fosters innovation and risk-taking, which is crucial for its success.
Regulatory risks are significant for Alphabet due to its size and market dominance.
The company is investing heavily in AI and cloud infrastructure, which may not show immediate profitability.
Alphabet's founders remain involved, contributing to its innovative culture.
The potential for drug discovery and healthcare applications is a significant growth area for Alphabet.
Despite current valuation concerns, Alphabet's long-term growth prospects remain strong.

Chapters:

00:00 Introduction to the Intelligent Wealth Podcast
01:49 Background on Alphabet and Google
03:46 Understanding Alphabet's Share Structure
05:23 Alphabet's Market Performance and Growth
08:58 Alphabet's Diverse Business Ventures
09:04 Awet's Perspective on Alphabet's AI Integration
13:01 The Moats of Alphabet
16:20 The Unique Culture at Google
21:10 Risks Facing Alphabet
28:03 Final Thoughts on Alphabet's Future

If you’re an experienced, long-term investor looking for quality businesses with durable advantages, this deep dive into Nova could be a useful part of your research.

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Alphabet inc - https://abc.xyz/investor/


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-thunder
License code: C4BIIEC6POGUQVDJ

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

Adobe stock analysis (ADBE) – is this creative software giant now a quality bargain after a ~30% share price decline, or a value trap in the age of AI, Canva and Figma?

In this episode of the Intelligent Wealth Podcast, fund manager Tony Byrne is joined by Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research at Minerva Money Management) for a deep dive into Adobe’s business, valuation and long-term return potential.

We cover:
00:00 Introduction to Adobe and Its Significance
05:58 Adobe's Historical Performance and Market Position
11:06 Current Challenges and Competitive Landscape
18:02 Future Growth Potential and AI Integration
22:03 Ethical Considerations and User Experience
28:12 Final Thoughts and Predictions for Adobe's Future

📄 Want our 1-page company snapshots? Grab them here: https://mailchi.mp/minervamoneymanagement/how-to-get-top-company-snapshots

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Adobe - https://www.adobe.com/uk/

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