What happens when a roof truss goes into cardiac arrest? Find out on this week’s PlayingFTSE Show!

With one week to go before Christmas, the Steves have generated the same result. It’s between the FTSE 100 and the S&P 500 and it’s positive… just.

We haven’t looked at Jet2 on the show before, despite it being a stock that several of our UK friends like. But with net cash almost equal to its market cap, is it too good to be true?

Steve W thinks it is. But there are some real reasons to like the stock, including an interesting growth opportunity at Gatwick and a strong reputation with its customers…

Inpost is a company we hadn’t heard of until a couple of years ago. But with lockers springing up all over the UK (as well as Poland) both Steves know it well.

The business model is familiar and straightforward, but a there’s risk of big customers becoming competitors. So what does Steve D think about buying this one for his portfolio?

It’s been a tough year for FTSE 100 distributor Bunzl and it’s finishing with an uninspiring trading report. And the guidance for 2026 involves further margin contraction.

Steve W is invested in this one in a fairly heavy way. So with sales edging higher and ongoing share buybacks, what’s he going to do about it in the new year?

Only on this week’s PlayingFTSE Podcast

REVERSE DCF Link

https://docs.google.com/spreadsheets/d/19wU7cc9w7HK3mhmgUjU9F7113ZmlDZn45vrWOysb7Is/edit?usp=drivesdk

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► Timestamps:

0:00 INTRO & OUR WEEKS

11:16 JET2

28:00 INPOST

1:03:14 BUNZL

► 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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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.