Playing FTSE

By playingftsepodcastBusiness Investing

Playing FTSE episodes

October 27, 2024 Green Energy, Green Week & Green Coloured Banks
► Get a free 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.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What did Steve W buy this week? Find out on this week’s PlayingFTSE Show!
Lots to talk about in the last week before the UK Budget. It’s a busy show with five bits of quickfire news and four longer pieces to get stuck into.
This week’s quick stocks are a real mixed bag. Steve D has Barclays, Starbucks, and Renishaw – one up, one down, and one not really anywhere, but is any of them worth a closer look?
Steve W has been looking at shares in Unilever and Union Pacific. The second one fell after earnings, but he’s got his eye on a special situation coming down the tracks with the first.
The Tesla share price climbed a staggering 22% after its latest earnings update. Steve W wants to know why and has been looking into the report.
As always, there are two bits – what the company has done and what it’s going to do. And there’s one thing in particular that Steve thinks the business deserves a lot of credit for…
Bloomsbury stock seems to keep going from strength to strength. And the latest trading update was no exception, with strong growth way ahead of expectations.
There could well be more to come from this one with accolades coming in from all sides and another six Sarah J. Mass titles in the pipeline. No wonder Steve D’s feeling good about things.
It’s been a very mixed week for the Lloyds share price. Things looked ok in midweek as the company’s earnings report came in ok (though less spectacular than Barclays or NatWest).
Since then, though, there’s real pressure on as a ruling against Close Brothers has raised questions about car loan sales. But is the stock falling 8% in a day a buying opportunity?
Enphase shares have had a difficult week after a tough earnings report. At one point, the stock fell 15% as the market took badly to its latest update.
The company has a strong position in an industry that looks important, though. And with lower interest rates and a potentially cold winter on the way, is it just a matter of time?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....

► Timestamps:

0:00 Intro & Our Weeks
6:05 Quickfire News Start Barclays
8:34 Quick Unilever
11:46 Quick Renishaw
13:46 Quick Union Pacific
16:46 Quick Starbucks
20:02 Tesla
35:22 Bloomsbury
48:16 Lloyds Bank
59:08 Enphase

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 16 min
October 20, 2024 Fashion, Film, Fabs and Fleas
► Get a free 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.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who has Steve W been meeting this week? Find out on this week’s PlayingFTSE Show!
Earnings season is in full swing, but it’s not just the US that the Steves have been looking at. There’s news from the UK and Europe as well to pay attention to.
In quickfire news, Steve D has updates from Prologis and Money Supermarket. One is a big REIT getting the job done and the other is just waiting to come to life. Still.
Steve W’s contributions this week are CSX and Primary Health Properties. The former is falling after earnings and the other is going nowhere slowly after a capital markets day.
Shares in ASML fell significantly after the latest earnings update. The main cause for concern is a decline in the number of net bookings, but Steve D is a buyer of the weakness in the stock.
The business has been seeing a little bit of a drop off during a more cautious period for its customers. But reports of the death of AI seem to be greatly exaggerated for this company.
Netflix stock jumped 10% after its latest earnings update. And while margins are encouraging, Steve W thinks it’s to do with strong revenue growth after a steady decline since 2019.
On top of this, the sales growth is encouraging at a time when consumer spending is weakening elsewhere. So could Netflix be something people trade down – rather than up – to?
The latest update from LVMH has been relatively disappointing. The company had been fairly resilient against lower consumer spending, but that’s come apart lately.
Steve D has the latest news – and Diageo shareholders might also want to take note. But a family business with a strong track record could be a good choice for the long term.
After a profits warning last month, Rentokil’s Q3 trading update surprised investors by not being terrible. The non-US part of the business has actually been growing quite well.
The company is focusing on its integration plans for Q4 to get the US division functioning. So is the wait finally over for shareholders who have been looking for results since 2022?
Only on this week’s PlayingFTSE Podcast!

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show.

► Timestamps:

0:00 Intro & Our Weeks
5:41 Quickfire News Prologis
8:20 Quick CSX
10:52 Quick Money Supermarket
13:16 Quick Primary Health
17:07 ASML Update
33:36 Netflix
44:40 LVMH
56:08 Rentokil

► Wanna get in contact?

Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 10 min
October 13, 2024 Breakups, Mergers & Takeovers
► Get a free 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.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s on whose side in the Pfizer activist bid? Find out on this week’s PlayingFTSE Show!
It’s been a bumpy week for the FTSE 100’s miners, but the S&P 500’s big tech firms have done relatively well. And Steve and Steve have all the latest news.
There’s a lot to get through in quickfire news. Steve W has been looking at Endeavour Mining’s struggles in Burkina Faso and Vistry, which has fallen 35% in a day after a costing error.
Steve D has been looking at everything from the sublime to the ridiculous. Monzo’s latest valuation, AMD’s latest chip, and Aston Martin’s latest cash burn have all been on his radar.
Like most FTSE 100 miners, Rio Tinto has seen its shares fall this week on disappointing news about China’s stimulus. But a smart acquisition has caught Steve W’s attention.
The company is buying Arcadium Lithium – seizing the moment to snag the company while its stock is down. But Steve D has some issues for investors to consider about the takeover.
The US is considering ordering Alphabet to break up. Steve D owns the stock and he has a lot of questions: Why? When? And would it be a benefit to shareholders?
Alphabet shares trade at a lower P/E multiple than the rest of the Magnificent Seven. But who does Steve W think would benefit from a breakup of Google’s monopoly on search?
Anglo American is attempting to shift its focus from consumer-driven commodities to renewable energy metals. And it’s doing this by divesting its unfashionable operations.
Steve W thinks there could be a margin of safety in the resulting copper and iron ore divisions. But Steve D knows mining better than most people, so does this catch his attention?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
6:03 Monzo Share Sale
11:27 Endeavour Mining
14:44 Aston Martin
17:37 Vistry -33%
24:16 AMD AI Chip
28:55 Rio Tinto Update
42:30 Google Breakup
58:42 Anglo American

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 12 min
October 06, 2024 Q3 Portfolio Updates + Greggs!
► Get a free 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.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who’s got a mention on A.J. Bell’s podcast? Find out on this week’s PlayingFTSE Show!
It’s the end of Q3 and Steve and Steve are getting ready to run through their portfolio changes. There’s lots to talk about along with some news from a UK growth stock.
In quickfire news, Steve W has been looking at a pair of US stocks that have both been falling. Nike is getting ready for a new CEO and Tesla is getting ready for the robotaxi launch.
Steve D has been investigating Humana, which fell over 20% on news its policies have been downgraded. And he’d also like you to know you can update your will for free this month…
The last three months have been eventful for Steve W. He’s been selling Apple out of his ISA, but he insists that it isn’t just to be like Warren Buffett.
In another move that in no way resembles Berkshire Hathaway, he’s also bought some US railroads. But has he figured out what to do with Southern Copper yet?
Steve D has sold some stocks and bought others over the last quarter. D.R. Horton makes way and so does Kering. But the interesting question is what to do with £4,000 in cash.
One possibility is Disney, which is just outside the top 4 in Steve’s portfolio at the moment. But could a better opportunity be just around the corner?
Greggs shares are down this week and it’s hard to see why at first sight. The company reported solid increases, but the growth rate is slowing.
Steve W’s been having a look at the company’s ambitions for an increased store count and what happens when it reaches maturity. Meanwhile, Steve D is eyeing US expansion…
Only on this week’s PlayingFTSE Podcast!

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
7:21 Quick Tesla
28:40 Steve W Portfolio
40:53 Steve D Portfolio
57:47 Greggs

Free Wills: https://freewillsmonth.org.uk/

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 10 min
September 29, 2024 Micron, AG Barr & Why You Need To Sort Your Pension Out
► Get a free 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.

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Was Diageo’s trading update this week really that good? Find out on this week’s PlayingFTSE Podcast!
It’s a busy busy show this week. There’s a lot to get through before the end of Q3 and Steve and Steve are ready to go.
In quickfire news this week, we’ve got three stocks and some information on UK banks. Halma and Diageo both issued trading updates this week, but was either any good?
Meanwhile, iPhone 16 sales seem to be set to come in lower than the previous model. But at least there’s some good news – banks now have to refund fraud more quickly!
There’s been some sobering news from the UK pension scene recently. People aren’t saving enough, and they’re drawing down their savings early.
It’s not easy putting money aside with the cost of living going up. But Steve D has some ideas that people might think about if they’re looking over their pensions this weekend.
Card Factory is a new one for the show, though friend of the show JKR likes it. Steve W’s been taking a look as the stock fell 21% this week.
Inflation has been cutting into profits. But should investors be surprised after the guidance in the annual report just a few months ago?
Micron was a very popular stock a few years ago. Superinvestors were crawling all over the memory chip company, but things have gone quieter later.
Steve D’s been taking a look after the stock popped 14% this week. But is now the time to buy it – and if not, then when?
Steve W liked the look of A.G. Barr back in July. The stock climbed after that, but it’s fallen back to below where it was before.
Given this, is it a second chance at a stock that got away? Or is the new CEO a sign that things are going in a different direction to the one that Steve was expecting?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Pensions: https://ifs.org.uk/articles/are-people-saving-enough-their-pensions

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
5:16 Bank Fraud News
9:07 iPhone Sales Slump
13:17 Drinks on Diageo!
17:36 Check Your Pension
24:47 Card Factory
42:50 Micron
53:53 AG Barr

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 8 min
September 22, 2024 Turmoil Ahead for UK Small Caps?
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► 10% Off Merch One Day Only Sunday 22nd

Use code TENOFF for ten percent discount on everything!

https://playingftse.teemill.com/

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Who stole a life-sized cardboard cutout of Victoria Beckham? Find out on this week’s PlayingFTSE Show!
It’s been a week of D&V in both the Steves’ households. But the stock market has been much more positive.
We’ve got a UK theme this week, with a look at some of the stocks that don’t usually make the headlines. But we haven’t forgotten the Fed’s big news on interest rates from the US.
Lots to get through in rapid news this week. Steve W has been looking at a 50-point rate cut from the US central bank and wondering whether a new CEO can get Nike back on track.
Steve D has been paying attention to some potential tax changes close to home and watching a big fall on Progyny shares. And he’s also got a bit of stop-press surprise news for Steve W…
Games Workshop announced its end-of-year results this week. And Steve W thinks they were strong, with decent growth in an environment that has been challenging for some.
The big news, though, is that 27% of shareholders voted against the CEO’s pay package. Are they just being ungrateful, or is there more to the story here?
Steve D has been looking at the AIM market. With companies like Ashtead Technology and Fevertree, it’s one that we’ve talked about before, but without really getting into the details.
The new UK government is reported to be setting its sights on some of the benefits of being AIM-listed. But would this be a good idea, or a big mistake?
W.H. Smith is a company we haven’t talked about before on the show. Mostly because it’s a boring FTSE 250 brick-and-mortar retailer that’s priced like a growth stock – or so it seems...
Steve W thinks there’s more going on here. Around 75% of the company’s earnings come from a much more interesting area and a P/E multiple of 29 isn’t necessarily what it seems…
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

https://www.fidelity.co.uk/markets-insights/personal-finance/personal-finance/autumn-budget-how-labour-might-change-isas-and-the-dividend-tax/

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
5:45 Quick Rightmove
8:40 Quick FED
12:19 Quick ISA Raid
18:04 Quick Nike
20:25 Quick Progyny
24:45 Games Workshop
36:47 Inheritance Tax
47:15 WH Smith

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 5 min
September 15, 2024 Rentokil, Starbucks & Fast Fashion With A Moat?
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

►Episode Notes:

Who’s been giving their money to the stock market? Find out on this week’s PlayingFTSE Show!
It’s been a positive week in the stock market and the Steves are both up in their portfolios. But one of them has knocked the cover off things over the last 7 days.
In quickfire news we’re looking both sides of the Atlantic. US railroad Norfolk Southern has fired its CEO while UK industrial Renishaw has issued a good trading update.
There’s also been a positive earnings report from Adobe, as inflation starts to approach the FED’s target in the US. But how important is this?
The Rentokil share price fell 20% this week after a profits warning. And we’ve had a question from a viewer about whether Steve W still wants to buy this one.
It’s not been a good peak season for the firm and the integration of its big acquisition is taking time. But at around 18 times this year’s earnings, it might be too cheap to ignore…
Steve D has been looking at Inditex – a really interesting fashion company that trades on the Madrid stock exchange. The industry has been tough lately, but this looks different.
There are signs of a genuine moat around this business that offers some protection from shifting trends. And not being exposed to the US consumer right now also helps…
Starbucks has been through a lot lately – both as a stock and as a business. Steve W has been taking a look at the situation and the job facing the new CEO.
The company looks like it’s in a difficult spot. But can Steve D see a way through the clouds to a brighter outlook for investors?
Only on this week’s PlayingFTSE Podcast!

► Extra Items:

Enjoy My Mug:
https://playingftse.teemill.com/product/if-in-doubt-do-nowt-mug/

Renishaw:
https://open.spotify.com/episode/3J1tC4n2OXhu5892910abr?si=axKm5i4LTSqTjNJjbPoKpQ

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
4:55 Cricket
9:10 Quick Inflation
11:45 Quick Adobe
16:26 Quick Norfolk Southern
19:47 Renishaw Earnings
23:19 Rentokil News
39:52 Inditex
54:07 Starbucks News

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 12 min
September 08, 2024 Lithium, Submarines & More Trains!
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What is spodumene? Find out on this week’s PlayingFTSE Show!
It feels like the end of the summer in the UK. Steve D is getting ready for a special someone’s birthday while Steve W is celebrating with some peanut brittle.
This show was recorded on September 5th. The markets hadn’t been kind in the run-up to this episode, but it was before things got even tighter on Friday…
In quickfire news we’re looking at news from the UK and the US. At home, the British ISA is now officially a non-starter and there’s a chance Rightmove might be selling up.
In the US, some weak PMI data and a subpoena caused Nvidia shares to sell off, while Zscaler had a small dip after some decent earnings. Time to buy, or cause for concern?
Steve W’s fascination with US freight trains continues. After a discussion of CSX, he’s been taking a closer look at their main competitor.
Norfolk Southern has had a turbulent few years. But has the PlayingFTSE Show’s value investor been a bit too quick to dismiss a former Warren Buffett favourite?
Steve D has been looking at a new stock that was mentioned on the Trading212 Forum. Ashtead Technology is an underwater equipment lessor that looks very interesting.
The company looks like it can benefit from both traditional and renewable energy. The stock doesn’t look expensive and there’s a lot to like about the management team, too.
Albemarle’s share price has had a difficult time since 2022. The cost of lithium falling as electric vehicles fail to take market share has caused the stock to drop a long way.
Steve W thinks now might be the time to have a look at the company, though. With some of the best assets in the world, what are the risks investors need to worry about?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Norfolk Southern Article: https://yale.app.box.com/s/d009mv14ictfpeokpixqy6znllq4ay8m

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro
1:18 Announcement
2:04 Our Weeks
4:04 BISA Gone
7:38 Nvidia Rocked
10:36 Zscaler Results
13:45 Rightmove For Sale
17:26 Norfolk Southern
29:32 Ashtead Technology
45:24 Albemarle

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 1 min
September 01, 2024 Trains, Planes & Artifical Intelligence?
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

Why is this not Steve W’s favourite time of the year? Find out on this week’s PlayingFTSE Show!
Steve W is back from holiday and ready to dive into what’s been going on in the stock market. There’s plenty to talk about and Steve D is ready to go…
In our rapid review of this week, we’ve got four companies to talk about. Bunzl reported strong growth and Crowdstrike seems to be holding up ok after its big outage.
Elsewhere, Salesforce looks to be reaching its final form in terms of growth. And Ryanair sent several stocks higher – including its own – with an announcement about winter travel.
A few months ago, Steve D asked whether there might be anything from Europe that Steve W wanted to buy. Well there is and it’s time to talk about it.
Svenska Handelsbanken is a Swedish bank that does things a bit differently to the rest of its peers. It also seems to hold up well in a crisis, so why isn’t Steve W buying it yet?
Nvidia’s latest earnings report indicates yet more strong growth. The market didn’t love it, sending the stock down afterwards, but the company’s scale is staggering.
As well as the hyperscalers, entire governments are throwing cash at Jensen Huang’s company. So is the latest setback a buying opportunity at this point for either Steve?
Warren Buffett loves the US railroads and Steve W has been looking at one in particular. CSX operates across the Eastern US and produces some steady results.
The stock also looks reasonably cheap at the moment. And with better operating margins than Apple or Alphabet, could this be an opportunity that’s hiding in plain sight?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

4:48 Quickfire Bunzl
7:54 Quickfire Crowdstrike
12:01 Quickfire Ryanair
16:01 Quickfire Salesforce
21:30 Handelsbanken
32:37 Nvidia
47:58 CSX

► 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 Twitter: https://twitter.com/playingftseshow
Or 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.
1 hr 5 min
August 25, 2024 Around The World In 7 Equities
► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s a Montessori bed? Find out on this week’s PlayingFTSE Show!
Steve W’s been on holiday this week, so this show was recorded on August 16th. Don’t worry, though, there’s still been plenty to talk about.
We’re sticking to the globetrotting theme for our quickfire round. Latin American StoneCo is on the list – Steve W made a mess of buying and selling it a few years ago, but how’s it doing now?
After that, we’re off to the Swiss Alps to talk about On Running, the US for an update on Deere, and Uruguay to find out about dLocal. But which, if any, have the Steves been buying recently?
Tencent is one of those stocks that people either love or hate, mostly depending on how they feel about investing in Chinese equities. But Steve D has been seeing promising signs from the company.
The latest update features decent growth and a widening moat. So the big question for investors is when the value equation becomes attractive enough to offset the obvious risk of the VIE structure.
Five Below is a stock that probably isn’t on the radar of most UK investors. But Steve W thinks it looks interesting after a big fall since the start of the year.
Things have started to look up just recently for the stock, though, so is it too late to buy? With the company exposed to under-pressure consumers in the US, the moment to strike might have passed.
As always, we’re interested in what’s been going on with Monday.com. And as always, it’s probably better and more interesting than the attention it gets.
It’s easy to see why Steve D likes it – the company is growing like a weed and the stock is close to its IPO price. Could that mean there’s an opportunity here with investors looking the other way?
Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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!)

There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/

We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks
5:47 Quick On
10:35 Quick Deere
15:01 Quick dLocal
18:37 Quick StoneCo
22:24 Tencent Earnings
33:51 Five Below
47:01 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 Twitter: https://twitter.com/playingftseshow
Or on Instagram: https://www.instagram.com/playing_ftse/

► Enquiries:

Please email - playingftsepodcast@gmail(dot)com
1 hr 3 min

About Playing FTSE

From the publisher's feed

We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in…