May 28, 2023

Buffett, Terry Smith, Tarasoff - Plus Nvidia Goes WILD!

1 hour 3 minutes

► Episode Notes:

What’s too hard for Steve W? Find out on this week’s PlayingFTSE Podcast!

This week, there’s really only one story – Steve D is expecting a baby! Due in December, not much else really matters when there’s news like this around.

There’s also news of another arrival, as Paul is back for a guest appearance! Blink and you’ll miss him, though – he’s a busy man these days.

First up is the Berkshire 13F. Warren Buffett has been buying and selling, as usual, but why is Steve D doing victory laps?

We’ve also got some other portfolio updates from big investors. Josh Tarasoff for Steve D and Terry Smith for Paul have been doing things that the Steves are interested in.

After that, it’s time for the news from Nvidia – the stock blew the doors off its earnings report, specifically on guidance this week. Nothing bad to say about the company, but is this just AI noise?

Lastly we’re looking at Deckers – a Steve D stock from a while ago. Never mind the Ugg brand, it’s the running shoes that have been racing up lately. Is the stock a buy for either Steve?

Only on this week’s PlayingFTSE Show!

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► Timestamps:

0:00 This Week In Markets

09:42 Berkshire 13F

22:01 Josh Tarasoff 13F

30:57 Terry Smith 13F

36:44 Nvidia Earnings & Ark Failings

52:41 Deckers Earnings

► 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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