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

PayPal is hugely profitable, buying back billions of dollars of stock, and trading at one of the lowest valuations in its history. In this episode, we ask whether PYPL is a smart contrarian bet for serious investors – or a value trap in a brutally competitive payments market.

We dig into:
00:00 Introduction to PayPal and Its Current Landscape
05:15 Historical Performance and Market Position
10:23 Management Changes and Strategic Shifts
14:37 Financial Health and Shareholder Returns
18:49 Competitive Landscape and User Experience
23:02 Future Growth Opportunities and Challenges
25:39 Contrarian Perspectives on Investment Potential
29:03 Conclusion and Final Thoughts

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.

📄 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
🌐 PayPal - https://www.paypal.com/uk/home

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

Nova Ltd (NASDAQ: NVMI) has delivered a 1,733% total return since listing – but is there still upside from here, or are investors late to the party?

In this episode of the Intelligent Wealth Podcast, Tony Byrne sits down with colleagues Carl Roberts and Awet Ghirmay from Minerva Money Management to break down Nova Ltd, the semiconductor metrology specialist sitting at the heart of the AI and chip boom.

We discuss:
00:00 Introduction to Intelligent Wealth Podcast
02:50 Overview of Nova: Company Background
04:24 Performance and Competitive Advantage
09:11 Nova's Role in the Semiconductor Ecosystem
13:30 Investment Timing and Market Dynamics
16:20 Competition and Innovation Risks
19:18 Debt and Capital Allocation Strategies
21:26 Geopolitical and Market Risks
24:15 Valuation Concerns and Market Fluctuations
26:18 Future Growth and Energy Considerations
27:38 Picks and Shovels: Nova's Business Model
29:08 Conclusion and Future Outlook

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.

📄 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
🌐 Nova - https://www.novami.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.
--------------------

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