Playing FTSE

Big Tech Breakdown! + Beer!


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► Episode Notes:

What’s on Schindler’s latest list? Find out on this week’s PlayingFTSE Show!


It’s been a brutal week for Steve and Steve in the stock market this week. They’ve both underperformed the FTSE 100, the S&P 500, and cash. 


But investing is a long-term game and there’s plenty to discuss from what’s been going on. We’ve got a good mix of UK and US stocks to talk about, both good and bad.


The Diageo share price has been falling recently and it’s continuing to do so after the company’s latest earnings report. Steve W has had a look – and it isn’t strong.


Steve D is concerned about the lack of a discernible plan and he’s sold his shares. But with the potential for tariffs to be temporary, could this be the time to consider buying it?


Paypal is shifting its focus from all-out growth to a focus on increasing profits. And the CEO thinks this could be a transition year before things start to pick up. 


Steve D has been taking a look and isn’t entirely convinced. And Steve W is unsure about the recent strategy to focus on buying back shares over paying out dividends.


Palantir shares are up 42% this week after the company’s latest earnings. The growth is impressive across the board, but is the stock becoming a joke in value terms?


Steve W thinks it might be. He’s convinced by the company, but how long is it going to take for the business to be in a position to generate a return at today’s prices?


It’s been a strong week for Spotify shares. The company continues to go from strength to strength and while the stock is rising, innovation is still the name of the game.


Strong relationships with record labels and a move into music videos and video podcasts is breaking new ground. But is the stock too expensive to consider buying at today’s prices?


Amazon has been a firm favourite of both Steves for some time. And the latest report looks impressive – at least, until we get to the bit with the outlook for the next three months. 


A big investment in AI infrastructure is set to weigh on operating profits and investors will have to wait. But this has always been a stock to be patient with, so is this a problem?


Analysts have been saying investors didn’t like Alphabet’s cloud growth. But it was the second best quarter in terms of growth in the last 10, so is this quite right?


The issue might be a big investment in AI infrastructure. However, the company has said it’s struggling to meet demand at the moment, so could there be more growth on the way?


Only on this week’s PlayingFTSE Podcast!



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► Timestamps:


0:00 INTRO & OUR WEEKS

5:28 DIAGEO

18:39 PAYPAL

27:49 PALANTIR

37:30 SPOTIFY

48:55 AMAZON

1:00:13 GOOGLE


► 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


► Disclaimer:


This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

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