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► Episode Notes:

What do Steve and Steve not talk about? Find out on this week’s PlayingFTSE Show!

It’s been a busy week in the financial markets and Steve and Steve have been watching what’s going on. There’s 13F news and earnings reports from around the (developed) world to get stuck into.

Warren Buffett has been buying a secret new stock over the last 9 months. Well, the secret is out – and the stock is Chubb.

It’s not a UK security and fire safety company, it’s a Swiss insurer. Steve W has been looking at the stock and the underlying business.

Chubb is a better-than-average stock at a below-average price. With Buffett’s experience in insurance, it’s easy to see why he’s been buying – but is either Steve interested?

Euronext released a trading update this week and it looks strong. Revenues are growing nicely and the company has been expanding its clearing division.

Steve and Steve compare the largest EU exchange to LSEG – which runs Refinitiv and the London Stock Exchange. Long story short, things are much more straightforward across the channel.

Steve D owns this one, is Steve W about to join in? And could LSEG finally be in the clear to start optimising for profits and cash flows?

Diploma is one of Steve W’s favourite stocks. The share price has been going higher again this week after the latest earnings release.

It’s a story of a lot of little things adding up to a big one. With revenues growing, margins widening, and cash conversion improving, there’s plenty for shareholders to be pleased about.

The stock isn’t cheap, but it hasn’t been cheap for ages. And if the growth is set to continue, there’s going to be plenty good returns for investors before the company gets too big to expand.

Monday.com has been a big winner for Steve D. The stock rocketed higher this week as a strong set of earnings revealed a business doing an impressive job in a crowded industry.

The stock has a P/E ratio north of 500, but that’s set to come down significantly. And with growth showing good momentum, the multiple could get a lot lower in a short space of time.

There’s also a takeover angle to

► What We Consumed This Week:

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► Timestamps:

0:01 Intro & How’s  Your Week Been?

8:11 Berkshire Buys Chegg

23:58 Euronext

40:23 Diploma

53:32 Monday.com

► 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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