Nova (NVMI): 1,733% Return & The Secret AI “Picks & Shovels” Stock

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 snapshot on Ashtead Technology? Grab it 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.
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