July 21, 2024

Netflix & Chips

1 hour 18 minutes

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► Episode Notes:

Who’s had a worse week than Steve D? Find out on this week’s PlayingFTSE Show!

It’s been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there’s a lot more making things interesting right now.

Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here?

International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business?

It’s that time of the quarter where we talk about what we’ve been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits.

Earnings look reasonable and the stock is slightly higher despite a modest guide. But what’s the bigger story here – consolidation, or growth in the ad-supported offering?

VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years.

This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here?

We’ve not talked about Domino’s on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance.

The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show’s value investor in?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

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► Timestamps

0:00 INTRO & OUR WEEKS

6:35 ASML

28:27 NETFLIX

43:22 VAT GROUP

1:02:05 DOMINOS

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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