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► Episode Notes:

Did Steve D buy those Diageo shares from last week? Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking stocks to consider buying this week. There’s some news left over from last time and three more to add to the watchlists.

We’ve had a request from a viewer on Spotify to talk about Games Workshop. Steve W has been looking at this one and there’s a lot to like about the company.

Strong intellectual property makes for some attractive economics. But why does Steve think it will upset both value investors and dividend investors?

Steve D has been hunting for bargains and the place he’s been looking is Ollie’s Bargain Outlet. Discount retail is in at the moment and this is a stock we’ve looked at before.

Strong growth from new stores as well as some more affluent customers refusing to trade back up as inflation subsides is pushing things along. Is the stock (or Five Below) a buy?

Rentokil Initial isn’t a stock we’ve talked about on the show before, but it’s catching Steve W’s attention. Pest control is about as acyclical as it gets, but the stock is down big.

A potentially transformative acquisition is the reason, but could the damage to the balance sheet be temporary? And after a 7% rally, is it too late for UK investors to get buying?

MongoDG is a database software business that’s on the move higher. Stock-based compensation is growing swiftly, but so is the overall business.

A big drop might be an opening for the Steves to start taking an interest. With the industry in a cyclical downtrend, could it be time to make a move with others on the sidelines?

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 Intro & How’s Your Week Been?

7:38 Games Workshop

25:44 Ollies Bargain Outlet

44:41 Rentokil

58:51 Mongodb

► 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

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► Enquiries:

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