November 05, 2023

Apple, Paypal and Four Corners Report!

1 hour 13 minutes

► Episode Notes:

What’s been going on in Steve D’s bedroom this week? Find out on this week’s PlayingFTSE Podcast!

The Steves are here to talk about Apple’s growth, PayPal’s future, and the earnings from a REIT that Steve D owns. They were also here to talk about Kraft Heinz’s margins and a REIT Steve W likes, but those will have to wait until next week.

In consumption news, Steve D has been listening to someone he disagrees with – Cathie Wood – but has the ARK innovator made any progress on him? Steve W has been listening to Goldman Sachs on the subject of US outperformance, but can that continue going forward from there?

Then it’s on to stocks, starting with Apple. Warren Buffett loves the stock and Steve W owns it in his portfolio, but is a stock trading at a 29 P/E while predicting flat revenue growth for the next quarter really justifiable?

Next, it’s PayPal, with a new CEO who has a lot of ideas for boosting revenues and margins. This should be promising for shareholders, but why does Steve D think that it’s good news for rival Adyen?

After that, it’s Four Corners Property Trust – a REIT that owns restaurants mostly inhabited by Olive Garden and Longhorn Steakhouse outlets. We’ve been looking at a few REITs on the show this year with interest rates on the move, but why does Steve D think this one is particularly interesting?

Only on this week’s PlayingFTSE Podcast.

► What We Consumed This Week:

https://youtu.be/IcE5JfOGago?si=WdQQxYnDPS_lXX-m

► 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

10:36 This Weeks Consumption

31:45 Apple

45:02 Paypal

58:52 Four Corners

► 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