November 12, 2023

Adyen & Disney Are BACK Whilst Buffett Waits Patiently...

1 hour 12 minutes

► 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!

► What We Consumed This Week:

► Reverse DCF:

https://docs.google.com/spreadsheets/d/19wU7cc9w7HK3mhmgUjU9F7113ZmlDZn45vrWOysb7Is/edit?usp=drive_link

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Get a free share!

Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!

https://www.trading212.com/invite/FMh1Cuvp

► Timestamps:

0:00 Introduction

6:28 This Weeks Consumption

16:36 Adyen Investor Day

34:17 Berkshire Hathaway

47:50 Disney

58:06 SUPR

► 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

...more

View all episodes

By playingftsepodcast

44 ratings