Playing FTSE

playingftsepodcast
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Playing FTSE

We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!

  1. 5 DAYS AGO

    The Britbox - Can This UK Focused Pie Beat the Market?

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: When is Steve D’s birthday? Find out in this week’s PlayingFTSE Show! The show has a different feel this week. We’re finally giving the people what they want – a Trading212 pie with 30 of our favourite UK stocks.  Steve W has gone back to underperforming this week after beating the major indices for two weeks running. Fortunately, though, Steve D has been pushing things forward for the team by beating everything by an absolute mile.  The quick roundup this week features a bunch of companies with blue logis. Steve W has been looking at Intel and Five Below – two stocks enjoying sharply contrasting fortunes. Steve D’s attention this week has been caught by Salesforce, which is starting to gain some AI credibility and Okta, which is performing well. But should investors buy either stock? This week’s show is all about the Britbox – our top 30 UK stocks to go into a Trading212 pie. We’ve also got our top overall pick and two more of our individual favourites. AB Dynamics, Ashtead Technology, and Judges Scientific are Steve D’s picks from the AIM. Two that we haven’t seen before on the show – but could there be some real potential here? Steve W also has an unfamiliar name to the show – FTSE 250 components company Senior. Also on his list are filtration firm Porvair and deep value turnaround Dowlais. Steve D’s UK fintechs include Wise, Mony Group, and XPS Pensions. The last of these might not be familiar to viewers of the show, but could the upcoming pensions change be a big catalyst? Among Steve W’s favourite consumer-facing businesses are J.D. Wetherspoon, Games Workshop, and A.G. Barr. An idiosyncratic choice here – can the UK’s cheapest pub chain really raise prices? Regular viewers might not be surprised to hear that Bloomsbury, Greggs, and Rightmove make Steve D’s list of stocks for the Britbox. But should he be more excited about reading Sarah J. Mass for the first time?.  Steve W’s three are acquisitive growth stocks. Bunzl (distributor of consumables), DCC (a new one for the show) and Diploma (industrial components) make his list for the pie. Spirax Group has had a rough year. But it’s in Steve D’s list for the Britbox along with FTSE 250 industrial Renishaw and Vistry – a FTSE 100 housebuilder Steve W’s been talking about. Rentokil, Experian, and Admiral are Steve W’s choices. The running theme is supposed to be things with strong moats and long-term growth prospects, but do these fit the bill? FTSE 100 miner Glencore leads out Steve D’s final set of three for the Britbox. It’s joined by Barclays – the UK’s leading investment bank – and NatWest, which has done very well this year. Steve W also has a miner and unsurprisingly it’s Anglo American. A long-term copper thesis is behind this one and the remaining places in Steve’s side are filled by Diageo and Croda International – obviously.  That only leaves to picks and the supporting cast still to be decided.  Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 4:30 SHOW UPDATE 8:02 INTEL 13:00 SALESFORCE 15:36 FIVE BELOW 19:14 OKTA 21:14 BRITBOX INTRO 22:51 AIM / SMALL CAPS 30:01 FINTECHS / MID CAPS 37:20 FTSE 350 PART ONE 43:37 FTSE 350 PART TWO 50:44 FTSE 100 58:28 OUR FAVOURITES ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 3m

  2. DEC 1

    Two NEW Stocks For Your Watchlist!!

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who (probably) played cricket against Rupert Grint? Find out on this week’s PlayingFTSE Show! As the stock markets continue to climb, both Steves have seen their portfolios this week. Investing isn’t about what happens in any one week and higher prices make it harder to find stocks to buy, but there’s something nice about seeing a portfolio climbing. There’s a lot to get through in this week’s quick news. Steve D has a surprise stat from the London Stock Exchange, some antitrust news from Microsoft, and Crowdstrike’s latest earnings update.  Steve W has been looking at an unscheduled investor letter from Warren Buffett and Anglo American doing addition by subtraction. But could there be even more to come with the takeover timer running down? It’s been a while since we’ve talked about Dr. Martens on the show and the stock hasn’t done very well since then. But it snapped 30% higher over the last two trading days after an earnings update that was… not great. Sales are down 18% and end markets in the US are still weak, but falling debt and lower costs have investors feeling good about the stock. With the stock still 20% off its January levels, is the turnaround on? Steel Dynamics is a stock Steve D has wanted to talk about for ages, but the news has been getting in the way. Lower costs than competitors in an industrialised US appears to bode well for the steel and aluminium producer.  At 13 times earnings, the stock isn’t obviously expensive and the election result has been driving the stock higher. But is the share price still in Steve’s buying range? Dowlais is a stock Steve W has wanted to talk about for ages, but the news has been getting in the way. It’s an unusual one for the show as it’s not the company’s long-term prospects Steve has been looking at.  The share price has been falling like a stone over the last 18 months and the stock is at less than a third of the company’s book value. With plans to spin off a division and start realising that difference, there could be an early payday in store… Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 5:22 QUICK MERGERS 10:39 BUFFS LETTER 14:40 MICROSOFT 18:11 ANGLO AMERICAN 21:29 CROWDSTRIKE 25:55 DR MARTENS 39:27 STEEL DYNAMICS 53:29 DOWLAIS ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 6m

  3. NOV 24

    Google, Nvidia & The Best Performing FTSE 100 Stock

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who’s setting up their own Patreon? Find out in this week’s PlayingFTSE Show! In a relatively quiet week for stock market news, a few big things stood out. And Steve and Steve have been looking at them quite closely.  For this week’s quick news, Steve W has two versions of the same story: FTSE 100 growth stock with double digit growth. But Halma went up and Diploma went down – why? Steve D has been looking at Palo Alto and NanoX – a couple of blasts from the past. One has been off to the races while the other is hanging on, but could there be an opportunity? The Department of Justice has asked that Google be instructed to sell off Chrome – and potentially Android as well. This time it’s not just a fine from the antitrust regulators.  Both Steves are taking this seriously, but how big of an issue will it turn out to be? Steve D owns the stock and he’s be thinking about how this might all end up. 3i isn’t a stock we’ve talked about before, but it’s the FTSE 100’s best performer of the last decade. Steve W has been taking a closer look and finding an interesting business.  It’s a private equity firm with a difference. And with a big stake in a fast-growing discount retailer, could it be something worth investing in? Nvidia reported earnings that the market wasn’t thrilled by. But they were strong nonetheless, with plenty of growth across the board.  A slip in the share price brings the stock down to 55 times earnings. With this set to double again next year, could there still be time for investors to get in? Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 5:46 PALO ALTO  10:25 HALMA 13:19 NANO-X 19:28 DIPLOMA 24:00 GOOGLE BREAKUP 38:19 3I STOCK 50:46 NVIDIA ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 3m

  4. NOV 17

    Spotify, Shopify, Crodaify and Newsify

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: What’s been hiding behind Steve D’s closet? Find out on this week’s PlayingFTSE Show! In a week where the Trump rally started to unwind and the indexes are down, Steve and Steve have had contrasting fortunes. Who’s been outperforming everything (for once)? There’s a lot in this week’s quick news section. Steve W has been looking at a mixed report from B&M, a decent one from Tencent, and news of a change in the UK pension industry. Steve D has news from Disney, Nubank, and The Trade Desk. Positive reports have stocks moving higher, but is now the time to be buying into any of them? We’ve said before that Netflix is the last subscription that people seem to want to cut. But Spotify might have something to say about that. The company’s latest earnings report looks strong, with plenty of scope for earnings growth as profits start to come through. Steve D sold this a lot lower – is it time to come back to it? Croda International continues to fall with the news of RFK Jr.’s appointment as health minister. But trading at metrics not seen since 08/09, is it finally in buying range? That’s the question Steve W has been considering. The latest earnings report was quite positive, but the market seems to have shrugged that off and the stock is back down again. Shopify’s share price has been all over the shop, but its business is going well. Profits are increasing rapidly, but there’s revenue growth as well for investors to consider. The stock might look expensive at first sight, but it’s a long way from where it was five years ago. Time for Steve or Steve to take a closer look? Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 5:58 PENSIONS NEWS  9:26 QUICK NUBANK 12:10 QUICK TENCENT 17:24 QUICK THE TRADE DESK 21:52 QUICK B&M 26:06 QUICK DISNEY 30:40 SPOTIFY 40:48 CRODA 50:52 SHOPIFY ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 4m

  5. NOV 10

    Mastercard, Wise & An Incredible Year for Palantir

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: How did Steve W get on shorting Trump Media & Technology Group? Find out on this week’s PlayingFTSE Show! The big news from this week is the US election. But while that’s been moving markets, there have been some interesting moves from individual stocks doing their own thing as well. The FTSE 100 fell and the S&P 500 climbed. And – as usual – the Steves managed somewhere in between. There’s a lot to get through in quickfire news this week. Steve W has two FTSE 100 stocks that he’s starting to rethink his views on from the last month or so. Steve D has been looking at Dutch Brothers, Toast, and Adyen. All three are growing, but which does the stock market like the best? Alexander wept when we had no more worlds left to conquer. But Mastercard somehow still has some more – the company’s slogan used to be ‘accepted everywhere’ but it still isn’t. That’s a good thing, though, since it means there’s more to come in terms of growth. So will either Steve or Steve finally do the decent thing and buy the stock? Palantir is a stock that we’ve stoically avoided on the show. No longer – Steve W thinks the company has got to the point where it has become too interesting for him to ignore. The business has moved on from scoring government contracts and started on corporate America. But Steve D is still not quite sure what the business actually does… Wise isn’t in the FTSE 100 or the FTSE 250, but it’s one investors should have on their radars. The payment company is growing, making more money, and widening its moat. Despite this, the stock is still well down from where it was at IPO. So is Steve D – who owns it – looking to add to his position, or even double it? Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 6:33 QUICK DUTCH BROS 8:50 QUICK VISTRY 12:41 QUICK ADYEN 16:34 QUICK BP 21:25 QUICK TOAST 25:47 MASTERCARD 37:39 PALANTIR 50:23 WISE ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1 hr

  6. NOV 3

    Big Tech, Big Budget and Big Oil!

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: What does Steve D think Yorkshire Tea tastes like? Find out on this week’s PlayingFTSE Show! It’s been the kind of week where everything has been happening. And somehow the Steves are going to try and fit it into one show. In quickfire news, we’ve got Big Tech and fast food. There’s also PayPal, which is neither and has been seeing slowing revenue growth for the last few years. Steve D has the latest news from Meta and Four Corners Property Trust. And Steve W has been looking at Microsoft and McDonald’s – who are the winners and who are the losers? The Budget caused some interesting waves in the UK stock market. Entain shares soared as the chancellor held off increasing taxes on betting companies, but not everyone was so lucky. Raising £40bn in taxes was always going to be a challenge. But what does Steve D think will happen next and who does Steve W think came off worst from the announcement? Amazon is a stock that both Steves own and the latest earnings report is promising. Revenue growth of 11% masks bigger profitability gains as advertising and AWS came in strong. The stock climbed after the news, but it’s worth investors keeping a close eye on the free cash flow metrics. They’re impressive, but are they everything that they seem? Apple shares fell after the Q3 earnings report – but not by much. Steve W has been looking at this one and thinks it was relatively encouraging, with strong growth in the services division. Sales in China are still struggling and a $10bn tax bill is hardly insignificant. But is the return to growth for iPhone sales a sign that things will be positive in the final quarter of 2024? Google’s parent company Alphabet has been trailing the rest of the Magnificent Seven – from a share price perspective at least. But the stock moved higher after this week’s earnings. It’s easy to see why as well. Strong growth in the cloud was accompanied by an impressive valuation metric for Waymo, but what caught Steve D’s eye? All of the big oil companies reported earnings this week, but the one that stands out from a valuation perspective is BP. And profits hit their lowest levels since 2024. A 6% dividend, combined with a new focus on core competencies appeals to Steve W. But is it enough to get the stock onto his buying list? Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show... ► Timestamps: 0:00 INTRO & OUR WEEKS 6:11 QUICK NEWS START META 8:48 QUICK MICROSOFT 10:18 QUICK FOUR CORNERS PROP 13:35 QUICK MCDONALDS 16:49 QUICK PAYPAL 20:29 UK BUDGET  37:52 AMAZON 47:26 APPLE 54:29 GOOGLE 1:02:55 BP ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 13m

  7. OCT 27

    Green Energy, Green Week & Green Coloured Banks

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: What did Steve W buy this week? Find out on this week’s PlayingFTSE Show! Lots to talk about in the last week before the UK Budget. It’s a busy show with five bits of quickfire news and four longer pieces to get stuck into. This week’s quick stocks are a real mixed bag. Steve D has Barclays, Starbucks, and Renishaw – one up, one down, and one not really anywhere, but is any of them worth a closer look? Steve W has been looking at shares in Unilever and Union Pacific. The second one fell after earnings, but he’s got his eye on a special situation coming down the tracks with the first. The Tesla share price climbed a staggering 22% after its latest earnings update. Steve W wants to know why and has been looking into the report. As always, there are two bits – what the company has done and what it’s going to do. And there’s one thing in particular that Steve thinks the business deserves a lot of credit for… Bloomsbury stock seems to keep going from strength to strength. And the latest trading update was no exception, with strong growth way ahead of expectations. There could well be more to come from this one with accolades coming in from all sides and another six Sarah J. Mass titles in the pipeline. No wonder Steve D’s feeling good about things. It’s been a very mixed week for the Lloyds share price. Things looked ok in midweek as the company’s earnings report came in ok (though less spectacular than Barclays or NatWest). Since then, though, there’s real pressure on as a ruling against Close Brothers has raised questions about car loan sales. But is the stock falling 8% in a day a buying opportunity? Enphase shares have had a difficult week after a tough earnings report. At one point, the stock fell 15% as the market took badly to its latest update. The company has a strong position in an industry that looks important, though. And with lower interest rates and a potentially cold winter on the way, is it just a matter of time? Only on this week’s PlayingFTSE Podcast! ► What We Consumed This Week: ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show.... ► Timestamps: 0:00 Intro & Our Weeks 6:05 Quickfire News Start Barclays  8:34 Quick Unilever 11:46 Quick Renishaw 13:46 Quick Union Pacific 16:46 Quick Starbucks 20:02 Tesla 35:22 Bloomsbury 48:16  Lloyds Bank 59:08 Enphase ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 15m

  8. OCT 20

    Fashion, Film, Fabs and Fleas

    ► Get a free share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Finchat.io: Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who has Steve W been meeting this week? Find out on this week’s PlayingFTSE Show! Earnings season is in full swing, but it’s not just the US that the Steves have been looking at. There’s news from the UK and Europe as well to pay attention to. In quickfire news, Steve D has updates from Prologis and Money Supermarket. One is a big REIT getting the job done and the other is just waiting to come to life. Still. Steve W’s contributions this week are CSX and Primary Health Properties. The former is falling after earnings and the other is going nowhere slowly after a capital markets day. Shares in ASML fell significantly after the latest earnings update. The main cause for concern is a decline in the number of net bookings, but Steve D is a buyer of the weakness in the stock. The business has been seeing a little bit of a drop off during a more cautious period for its customers. But reports of the death of AI seem to be greatly exaggerated for this company. Netflix stock jumped 10% after its latest earnings update. And while margins are encouraging, Steve W thinks it’s to do with strong revenue growth after a steady decline since 2019. On top of this, the sales growth is encouraging at a time when consumer spending is weakening elsewhere. So could Netflix be something people trade down – rather than up – to? The latest update from LVMH has been relatively disappointing. The company had been fairly resilient against lower consumer spending, but that’s come apart lately. Steve D has the latest news – and Diageo shareholders might also want to take note. But a family business with a strong track record could be a good choice for the long term. After a profits warning last month, Rentokil’s Q3 trading update surprised investors by not being terrible. The non-US part of the business has actually been growing quite well. The company is focusing on its integration plans for Q4 to get the US division functioning. So is the wait finally over for shareholders who have been looking for results since 2022? Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show. ► Timestamps: 0:00 Intro & Our Weeks 5:41 Quickfire News Prologis 8:20 Quick CSX 10:52 Quick Money Supermarket 13:16 Quick Primary Health 17:07 ASML Update 33:36 Netflix 44:40 LVMH 56:08 Rentokil ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

    1h 10m
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Ratings & Reviews

5
out of 5
4 Ratings

About

We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!

Information

  • Creator
    playingftsepodcast
  • Years Active
    2021 - 2024
  • Episodes
    235
  • Rating
    Clean
  • Copyright
    © playingftsepodcast
  • Show Website
    Playing FTSE

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