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

In this episode of the Intelligent Wealth podcast, the hosts discuss Nvidia's remarkable rise to become the world's largest company by market cap, driven by the visionary leadership of Jensen Huang. They explore Nvidia's unique business model, its competitive advantages in the AI space, and the valuation concerns that come with its rapid growth. The conversation also delves into the risks associated with Nvidia's market position, including customer concentration and geopolitical factors. Finally, the hosts highlight Nvidia's strong financial health and positive employee culture, concluding with thoughts on the company's future prospects.

**Takeaways**
1. Nvidia recently became the world's largest company by market cap.
2. Jensen Huang's leadership style is characterised by micromanagement and a strong work ethic.
3. Nvidia's business model is fabless, focusing on chip design.
4. The company has a significant competitive advantage in AI and graphics technology.
5. Investing in Nvidia has yielded substantial returns for early investors.
6. AI is projected to consume a significant portion of the world's energy.
7. China poses a competitive threat to Nvidia's market position.
8. Nvidia has a robust balance sheet with low debt levels.
9. Employee satisfaction at Nvidia is high, with many becoming millionaires.
10. The company's future growth is tied to its ability to innovate and maintain market leadership.

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Nvidia– https://www.nvidia.com/en-gb/
Intelligent Wealth Podcast playlist: • Intelligent Wealth Podcast

Subscribe now to the Intelligent Wealth Podcast for weekly episodes on investing, entrepreneurship, financial freedom, and innovative business ideas!

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

In this episode, the hosts discuss Tesla's business model, market position, and the impact of Elon Musk's leadership. They explore the valuation of Tesla as a technology company versus a traditional car manufacturer, the challenges it faces from competitors, and the sustainability of electric vehicles. The conversation delves into the speculative nature of investing in Tesla and the importance of cash flow in evaluating its future prospects.

**Takeaways**
1. Tesla is viewed differently by investors: as a car manufacturer or a tech company.
2. Elon Musk's leadership is both visionary and controversial.
3. Tesla's market share is threatened by competitors like BYD.
4. The sustainability of electric cars is questioned due to environmental concerns.
5. Tesla's valuation metrics suggest it may be overvalued.
6. Investors are betting on Tesla's future innovations in AI and robotics.
7. The company's profitability is under scrutiny due to declining margins.
8. Tesla's brand loyalty is a significant intangible asset.
9. The competitive landscape for electric vehicles is rapidly evolving.
10. Speculative investments in Tesla may not align with traditional investment strategies.

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 Tesla– https://www.tesla.com/
Intelligent Wealth Podcast playlist: • Intelligent Wealth Podcast

Subscribe now to the Intelligent Wealth Podcast for weekly episodes on investing, entrepreneurship, financial freedom, and innovative business ideas!

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