Playing FTSE

More SAAS Madness - Three Companies We Think The Market Is Getting Wrong!


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Who doesn’t like Mondays? Find out on this week’s PlayingFTSE Show!


A difficult week in the stock market for both Steves. But which one’s done badly and which one’s been awful?


Adyen’s results are in. It’s the usual growth of roughly 20% and the stock has – as usual – moved in a vertical direction, so not much to report, right?


Actually no, there’s a lot to talk about and not just how much better than PayPal the company is. So get strapped in for a long one – Steve D’s on form this week.


Roper Technologies is a stock that’s found its way onto Steve W’s buy list. The SaaS selloff has pushed the share price down dramatically and it now looks like an opportunity.


It’s a collection of vertical software businesses under one roof. And with management is making the right moves in response to the stock going down, could this be the moment?


Monday.com is down mightily recently, as part of the broader software selloff. Steve D, though, is eyeing this one as a potential opportunity as the earnings are coming in strong. 


There’s not so much good news on the guidance front. But with the stock down 50% since the start of the year, is it just too cheap to ignore? 


Only on this week’s PlayingFTSE Podcast!


► Get a free fractional share!


This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.


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► 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!)


► Timestamps:


0:00 INTRO & OUR WEEKS

10:14 ADYEN

38:48 AD BREAK

38:54 ROPER TECH

55:19 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


► Wanna get in contact?


Got a question for us? Drop it in the comments below or reach out to us 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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