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► Episode Notes:
Where’s Steve D taking his window cleaner? Find out on this week’s PlayingFTSE Show!
Steve and Steve are talking this week about some of their favourite things. But first, it’s consumption time!
Steve W has been listening to the Barron’s Streetwise Podcast again – with a UK stock recommendation to boot! Steve D is taking a slightly different theme this week, but he’s still got plenty to think about.
After that, we’re talking stocks. Steve D is doing a victory lap as Adyen shares have jumped following an impressive update. But with the stock still 30% lower than it was at the start of the year, should investors be confident or concerned?
Steve W has been paying attention to Berkshire Hathaway’s earnings. The company posted a net loss, with some of its operating units down significantly, but is there more to this than meets the eye?
Then it’s on to Disney – a stock both Steves like. The company seems to be concentrating hard on its bottom line at the moment, so is Bob Iger turning the ship around?
Last, Steve W’s looking at yet another REIT. This one is a UK stock trading at a discount to NAV and focused on… supermarkets…
Only on this week’s PlayingFTSE Podcast!
► Reverse DCF:
https://docs.google.com/spreadsheets/d/19wU7cc9w7HK3mhmgUjU9F7113ZmlDZn45vrWOysb7Is/edit?usp=drive_link
5
44 ratings
► Episode Notes:
Where’s Steve D taking his window cleaner? Find out on this week’s PlayingFTSE Show!
Steve and Steve are talking this week about some of their favourite things. But first, it’s consumption time!
Steve W has been listening to the Barron’s Streetwise Podcast again – with a UK stock recommendation to boot! Steve D is taking a slightly different theme this week, but he’s still got plenty to think about.
After that, we’re talking stocks. Steve D is doing a victory lap as Adyen shares have jumped following an impressive update. But with the stock still 30% lower than it was at the start of the year, should investors be confident or concerned?
Steve W has been paying attention to Berkshire Hathaway’s earnings. The company posted a net loss, with some of its operating units down significantly, but is there more to this than meets the eye?
Then it’s on to Disney – a stock both Steves like. The company seems to be concentrating hard on its bottom line at the moment, so is Bob Iger turning the ship around?
Last, Steve W’s looking at yet another REIT. This one is a UK stock trading at a discount to NAV and focused on… supermarkets…
Only on this week’s PlayingFTSE Podcast!
► Reverse DCF:
https://docs.google.com/spreadsheets/d/19wU7cc9w7HK3mhmgUjU9F7113ZmlDZn45vrWOysb7Is/edit?usp=drive_link
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