MicroStrategy has become the world’s largest Bitcoin treasury company — raising billions, buying Bitcoin, and transforming from a software business into a crypto giant.

But is this strategy brilliant financial innovation… or a high-risk bubble waiting to burst?

In this episode of the Intelligent Wealth Podcast, Tony, Carl, and Awet debate:
1. MicroStrategy’s 2,400% share price rise in 5 years vs. Bitcoin’s 888%
2. How they raise funds through bonds & equity to keep buying BTC
3. Risks of extreme debt, volatility & exogenous shocks
4. Michael Saylor’s vision, innovation, and cult-like following
5. Is it smarter to own MicroStrategy stock… or just Bitcoin itself?

📌 Links & Mentions:
🧾 Download the Company Snapshot: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Strategy: https://www.strategy.com/

Next Episode Preview: Wise — a British financial technology company focused on global money transfers

Thank you all for listening!

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-...
License code: C4BIIEC6POGUQVDJ

🚨 Novo Nordisk Stock Down 66% - Is This a Golden Buying Opportunity or a Red Flag?

In this episode of the Intelligent Wealth Podcast, our expert panel dives deep into the recent plunge in Novo Nordisk’s stock price - one of the most dominant pharmaceutical companies globally in the obesity and diabetes drug market.

With insights from Awet, Head of Research, directors Carl Roberts and Tony Byrne at Minerva Money Management, we unpack:

* Why Novo Nordisk's share price crashed
* How competition from Eli Lilly is reshaping the market
* Whether Trump-era drug pricing pressure is here to stay
* The massive $10B investment in US manufacturing
* Forward PE vs. industry average — is Novo now undervalued?
* Why diabetes and obesity drugs are only going to grow in demand
* Is this stock mispriced right now?

With 63% market share in diabetes drugs and strong recurring revenue, can Novo Nordisk weather the storm and come out stronger? Or is the market pricing in long-term trouble?

Timestamps:
0:00 - Introduction
1:30 - Novo Nordisk: Company Background
6:30 - Stock Price Crash Explained
10:00 - Financials & Valuation Metrics
14:00 - Global Diabetes & Obesity Trends
20:00 - Trump, Tariffs & Drug Price Pressure
24:00 - Competitive Moats & R&D Edge
27:00 - Final Verdict: Buy, Hold, or Avoid?

🎧 Listen on Apple: https://podcasts.apple.com/ch/podcast/intelligent-wealth-podcast/id1750755768?l=it

📌 Links & Mentions:
🧾 Download the 1-page Novo Nordisk Company Snapshot: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Novo Nordisk – https://www.novonordisk.com/

Next Episode Preview: MicroStrategy — Bitcoin treasury play or dangerous bet?

Thank you all for listening!

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

Welcome back to the Intelligent Wealth Podcast! In this episode, our expert dives deep into IBM – the 113-year-old tech giant that's quietly reinventing itself in AI, hybrid cloud, and quantum computing.

Despite being overlooked for years, IBM is making bold moves with massive investments in next-gen tech. Its quantum computing fleet, growing AI consulting revenue, and focus on enterprise solutions raise an important question: Is IBM the most underrated tech stock in 2025?

**We cover**
00:00 Introduction to Intelligent Wealth Podcast
01:09 Quality Investing and IBM's Historical Context
02:47 IBM's Evolution and Current Business Model
05:09 IBM's Recent Performance and Market Positioning
05:13 IBM at a Crossroads
10:39 The Quantum Computing Landscape
15:55 AI: The Business Focus
21:29 Competitive Landscape and Future Outlook

**Key Takeaways**
1. IBM has a long history of dividend increases, making it attractive to investors.
2. The company is currently focusing on AI and quantum computing as key growth areas.
3. BM's market cap is relatively low compared to other tech giants, presenting a potential opportunity.
4. The potential for quantum computing is significant, but practical applications are still years away.
5. AI consulting is a growing market, and IBM is well-positioned to benefit from it.
6. IBM's financial metrics show healthy margins, but growth has been inconsistent.
7. The competitive landscape for quantum computing is fierce, with major players like Google and Microsoft.
8. Investors should consider the risks associated with IBM's long-term growth potential.
9. IBM's recurring revenue model in AI consulting provides stability.
10. The migration to cloud services is still in its early stages, offering future growth opportunities.

📘 Get our FREE 1-page Company Snapshot on IBM: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 IBM– https://www.ibm.com/uk-en

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