S01e13 - Mastering Value Investing: Is The UK Market A Bargain? Intelligent Wealth podcast

s01e13 - Mastering Value Investing: Is the UK Market a Bargain?

1d ago 44:49

Del

Innhold levert av Tony Byrne, Awet Ghirmay, and Carl Roberts, Tony Byrne, Awet Ghirmay, and Carl Roberts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tony Byrne, Awet Ghirmay, and Carl Roberts, Tony Byrne, Awet Ghirmay, and Carl Roberts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Welcome to the second series of the Intelligent Wealth Podcast!
In this episode, Tony Byrne, Managing Director of Minerva Money Management, joins Awet Ghirmay and Carl Roberts to explore the fundamentals of value investing and the latest developments in the financial markets.

What you’ll learn in this episode:

UK Stock Market Opportunities: Carl dives into recent takeover bids for UK companies like Rightmove and Hargreaves Lansdown, questioning whether these trends reveal a bargain UK stock market.
The AI Bubble Explained: Tony compares the current AI bubble to the dot-com era, focusing on the rapid rise of Nvidia and whether we’re facing another tech market bust.
The US-China Chip War: Awet analyzes the tech rivalry between the US and China, highlighting the importance of semiconductors and how the US Chip Act is influencing the global economy.
Value Investing Breakdown: Discover how to identify undervalued companies, with real examples like PayPaland Micron Technology, and why these companies present potential investment opportunities.

Recommendations:

Zero to One by Peter Thiel: Awet recommends this book for its insights on innovation and creating groundbreaking businesses.
Where the Money Is by Adam Cecil: Carl suggests this read for a fresh approach to value investing in today’s digital landscape.

Whether you're a seasoned investor or just starting out, this episode is packed with actionable tips and insights to help you refine your investment strategy.

Links Mentioned:

Contact us for one-page summaries of companies like PayPal and Micron Technology.
Visit Minerva Money Management: https://minervamoneymanagement.co.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.
--------------------------------
Produced by GR Media - https://grmediamarketing.com/

Music from #Uppbeat (free for Creators!):

https://uppbeat.io/t/abbynoise/night-thunder

License code: C4BIIEC6POGUQVDJ

13 episoder