Call sign Burgundy is away this week, so it’s call sign Growth and call sign Doctor looking after today’s show. We recorded this on Wednesday, which explains why Steve D’s feeling pretty good about his portfolio at the start of the show…

Both Steves have more Amazon shares than they had at the start of the week. The stock split 20-for-1 taking Steve W’s holdings between 50 and 100. That’ll have to change. We’ve discussed the stock split before on a midweek, but Steve W has a new idea on how to tell whether you’re an investor or a trader.

Next up, we’re going off-script for a chat about rumours that Netflix is interested in buying Roku. There’s a view out there that Netflix needs an ad platform and Roku has one. Steve D also has some interesting info on the history of both companies and the relationship between them. Would this be a good thing for either stock?

In the retail world, times are changing. Target announced this week that it has to get rid of significant amounts of inventory. The problems are giving Steve W a new-found appreciation for retailers and why their job isn’t entirely straightforward. Does this mean that the defensive sector isn’t as defensive as we might have thought?

Paul really wanted to talk about Apple’s new tech, so we thought we’d do it for him. At the World Developer Conference, Apple announced lots of new updates. Nothing new on the AR/VR side, though… Or was there? Steve D saw something catching his eye a a Matterport shareholder. And with the price of Apple shares coming down since the beginning of the year, Steve W has been taking a closer look.

We’re finishing up with two stocks that we actually do want to talk about. First is Endeavour Mining, a FTSE-listed gold miner that Steve W likes the look of. It has a low cost of production, but is the risk of its mines being scattered across Africa just too great?

Steve D’s at it again with the picks and shovels around the semiconductor space. This time it’s Cadence Design Systems. With a $42bn market cap and some solid growth numbers, Steve reckons there’s a decent moat here. Could this be the way to get involved in the growing chip market?