Playing FTSE

► 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:

Did Steve D buy those Diageo shares from last week? Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking stocks to consider buying this week. There’s some news left over from last time and three more to add to the watchlists.

We’ve had a request from a viewer on Spotify to talk about Games Workshop. Steve W has been looking at this one and there’s a lot to like about the company.

Strong intellectual property makes for some attractive economics. But why does Steve think it will upset both value investors and dividend investors?

Steve D has been hunting for bargains and the place he’s been looking is Ollie’s Bargain Outlet. Discount retail is in at the moment and this is a stock we’ve looked at before.

Strong growth from new stores as well as some more affluent customers refusing to trade back up as inflation subsides is pushing things along. Is the stock (or Five Below) a buy?

Rentokil Initial isn’t a stock we’ve talked about on the show before, but it’s catching Steve W’s attention. Pest control is about as acyclical as it gets, but the stock is down big.

A potentially transformative acquisition is the reason, but could the damage to the balance sheet be temporary? And after a 7% rally, is it too late for UK investors to get buying?

MongoDG is a database software business that’s on the move higher. Stock-based compensation is growing swiftly, but so is the overall business.

A big drop might be an opening for the Steves to start taking an interest. With the industry in a cyclical downtrend, could it be time to make a move with others on the sidelines?

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 & How’s Your Week Been?

7:38 Games Workshop

25:44 Ollies Bargain Outlet

44:41 Rentokil

58:51 Mongodb

► 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

► 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 Steve D been thinking about in bed this week? Find out on this week’s PlayingFTSE Show!

There’s been a lot going on in the world and Steve and Steve are on deck to talk about some of the highlights. They’re talking bank accounts, earnings, and a stock for investors to consider buying.

Marcus have been pulling in their interest rates – and both Steves have noticed it. Holding cash in the Goldman savings account isn’t as attractive as it might once have been.

There’s now clear daylight between its rate and the rate on the Trading212 account. But Steve W is wondering whether this might be a sign of things to come.

If rates are about to come down, dividend yields are likely to follow. So could time be running out to invest in the stock market with prices at bargain levels?

The latest earnings report from Salesforce is also out. The market didn’t much like it, with margins coming down, but Steve D thinks there’s a lot to like about it.

Stock-based compensation is relatively high, at 8% of revenues. But is this something investors should be ok with given the company’s performance across the board?

Growth has been strong across the board and Salesforce is in a position where nobody wants to compete with them. With the stock down, Steve D is having a closer look.

Steve W has been looking at Diageo. With the FTSE 100 up solidly over the last year, the stock has been going the other way.

A strong brand portfolio and a huge distribution network give it a big advantage over its competitors. So why has the stock been going backwards?

A premium portfolio in a world of high interest rates hasn’t been a winning combination. But with Guinness holding up well, Steve W thinks things might be about to turn around.

► 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 & How’s Your Week Been?

7:47 Savings Rates Are Being Cut

20:55 Salesforce

43:58 Diageo

► 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

► 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! And full disclosure we get one too!

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:

Whose town has been taken over by a bunch of Karens? Find out on this week’s PlayingFTSE Show!

We’re getting straight into the action this week – there’s a General Election on the way. And Steve and Steve have plenty to think about here.

It comes on the back of an impressive inflation reading that the FTSE 100 didn’t like very much. But what should investors be looking for next from the UK?

Nvidia reported earnings this week and the numbers came in impressive. With AI spending still going, the company annoucned 600% revenue growth.

The question for investors is what the supply and demand balance looks like. Steve W is more concerned about supply and Steve D thinks the real question is around demand.

Rolls-Royce has had an impressive couple of years. It’s not been going full Nvidia, but a recovery in engine flying hours has been driving things forward.

The company announced this week that it’s on track to its £3.1bn free cash flow target in 2027. But the stock didn’t move, so Steve W is taking a closer look at a potential bargain.

Bloomsbury has been a terrific stock for Steve D. Led by the output of Sarah J. Mass, the company has been growing impressively and put up some strong numbers.

What does it look like if the publication cadence slows down, though? Steve D has the answer, but in the meantime, there’s a 25% dividend increase for investors to enjoy.

Experian share trade at a price-to-earnings (P/E) ratio of 40. And with company growing at 6% per year, it looks like it’s grossly overpriced.

Steve W thinks there’s more going on with the stock, though. But is a cyclical recovery in the US and a strong presence in Latin America enough to get the company growing enough to justify its price tag?

Deckers is a stock that has had Steve D doing victory laps for some time. And the company announced a strong set of earnings this week. The growth looks steady, rather than spectacular.

Steve is rethinking his investment as a result. But what’s the ideal timeline for him to make a sell with the pound holding up well against the dollar in the face of the latest election news?

► 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 & How’s Your Week Been?

6:25 UK Election

19:54 Nvidia

38:03  Rolls Royce

50:20 Bloomsbury

1:06:23 Experian

1:19:49 Deckers

► 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

► 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 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:

► 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:

0:01 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

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/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 placed their first out-of-hours trade this week? Find out on this week’s PlayingFTSE Show!

Steve and Steve have a mixed bag to discuss this week. There are earnings, stocks, and new products to discuss!

Jim Simons – the best in the business to do it – died this week. Steve and Steve reflect on someone who generated better returns in a bad year than either of them does in a good year..

Then it’s on to Disney. The stock didn’t take hugely well to the company’s earnings – but the report wasn’t all that bad and a lot of the negative news was already known about.

The upcoming release list from Disney looks solid, rather than spectacular, with a number of familiar names getting another go around. Is this a sign or strong intangibles, or underinvestment in growth and innovation?

Steve W has been looking at Greggs – a favourite of Steve D. With a plausible growth progression to 3,000 UK stores, it looks like there’s still more to come.

A P/E ratio of 20 makes things look a little expensive, though. But could this be a stock that Paul would have gone for if he hadn’t been around.

Progyny has had a tougher week, falling sharply after its latest earnings report. But has Steve D been taking advantage of a potential buying opportunity?

With the cost of living high at the moment, there’s been a little bit of a falling off in terms of demand, as people put off starting families. But Steve W thinks this won’t last forever.

We haven’t talked about Porvair much on the show. Steve W thinks this is a mistake and wants to take a closer look at the UK small cap filtration company.

With a strong moat and a dominant position in some niche markets, there’s enough to like. But is the enormous focus on ESG in its investor communications a red flag?

AirBnB comes with some highly attractive characteristics. And while the underlying business looks very strong, Steve and Steve have different ideas for the company’s take rate.

There’s a lot of negative sentiment around the stock and the company. But is this an opportunity?

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:

1:11 JIM SIMONS

3:33 HOW’S YOUR WEEK BEEN

9:19 CASH ISA

16:20 DISNEY

30:09 GREGGS

43:51 PROGYNY

55:36 PORVAIR

1:06:23 AIRBNB

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Get 15% OFF Finchat.io:

Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. Steve and I highly recommend this platform for business analytics and summarising earnings calls!

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

► Episode Notes:

Who’s been indulging in some 4am Bluey? Find out on this week’s PlayingFTSE Show!

Steve and Steve are talking about earnings this week. But before we do that, we have a link from our latest friends at Finchat.io.

Steve W burned through all of his free questions doing research this week, so a discount on a subscription might be handy. If you’d like one, too, check out our link!

Shares in Apple have gone racing higher this week as the company announced its latest earnings report. It was bad, but the main theme for investors is the news it wasn’t worse.

Services revenue reached record highs and this propped up margins after product sales fell. But this can’t go on forever – so what’s on the cards for the company?

Amazon stock got a bit of a boost after its earnings this week. Higher revenue was turbocharged by wider margins to send earnings per share soaring.

The business is firing on most cylinders, but is the stock a buy? Steve and Steve give their views on the subject.

We don’t talk about MasterCard often on the PlayingFTSE podcast, but we probably should. It’s a terrific business with a huge moat and massive returns on invested capital.

Steve D’s been looking into the latest earnings. Is this the one that got away for both Steves, or could there still be an opportunity even at today’s prices?

MercadoLibre shares jumped 8% after earnings this week. A weak performance in Argentina was more than offset by strong growth in Brazil and Mexico.

The stock looks like a bargain at around 15 times free cash flow. But Steve W thinks this is a highly misleading statistic…

Starbucks has been struggling with getting people through the door, especially in China. There’s nothing unusual about that, but the stock still fell sharply.

Is a triple-shot-double-pump strategy the right way to go? Or is it the most ridiculous thing we’ve ever discussed?

Only on the PlayingFTSE Podcast!

► What We Consumed This Week:

HIGNFY: https://www.bbc.co.uk/iplayer/episodes/b006mkw3/have-i-got-news-for-you 

FIRST KEYNOTE: https://www.youtube.com/watch?v=VQKMoT-6XSg 

► 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 SHOW NEWS!

9:56 APPLE

23:24 AMAZON

34:03 MASTERCARD

46:33 MELI

1:01:26 STARBUCKS

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who’s accidentally thrown their emergency fund at the stock market? Find out on this week’s PlayingFTSE Show!

After a few false starts, Steve and Steve are finally in to talk about the big stories from this week… and Google paying a dividend. We’re talking stocks we like and there’s been a lot going on.

The New York Stock Exchange is considering the possibility of allowing 24-hour trading. Would this be a welcome move?

Steve D is concerned about thinning liquidity by stretching trades out throughout the day. Steve W mostly just wants a lunch break like they have in China.

Shares in Meta Platforms fell sharply as the company announced what looked like a decent set of earnings. Revenues, margins, and profits were all higher – except for the metaverse.

The stock had been doing well since the start of the year, so is this just things correcting? Or are there concerns for investors looking ahead to Q2 with the company’s guidance?

Alphabet shares jumped after the company’s latest earnings announcement. But it’s not just because the firm announced it is going to start paying a dividend… is it?

There was plenty more for investors to be pleased about, with strong growth in advertising and Google cloud. And a 10% jump brings the stock in line with Meta since the start of the year…

Payment processor Adyen has had an up-and-down journey over the last few quarters. This one was a down – the stock fell as news of a declining take rate caused investors concern.

Steve D thinks the market is getting this one wrong, though. Pulling in margins to boost revenues is nothing new, so is there a buying opportunity as investors send the share price lower?

Unilever’s transition continues and its latest trading update caught Steve W’s attention. The business is showing growth in all the right places and the stock reflected this with a 5% jump.

The company hasn’t yet spun off its ice cream brands, so there’s a question of what investors should hope for there. But impressive revenue growth from its beauty division is surely an encouraging sign…

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

0:00 Introduction & Portfolios! 

8:38  Consumption

17:21 24 Hour Trading

24:29 META

34:57 ALPHABET 

48:47 ADYEN

1:02:06 UNILEVER

Bloomstran: https://www.youtube.com/watch?v=Ak4on5uTaTg

Finchat.io: https://finchat.io/pricing/?referralCode=4vfIndN0xYcpLhwICrLt5l9cjtI2

Frontman Energy: https://youtu.be/G4ZMxNYjuJI?si=mweResXDHtfYF_Lx 

► 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:

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

Who’s been watching episodes of Bluey this week? Find out on this week’s PlayingFTSE Show!

Steve and Steve are back to talk about things that have been happening this week. They’ve been looking at stocks from the UK, the EU, and the US – not many have been doing well.

Steve D has been listening to Patrick Boyle this week. There’s a huge straight line city being built in Saudi Arabia – is that a good idea?

Steve W has been reading The Wolf of Harcourt Street’s write-up of MercadoLibre. Having talked about the stock a couple of weeks ago, did he learn anything interesting?

It’s earnings season in the US and – as usual – things have been kicking off with the banks. Steve W has the general overview.

With investment banking up, loans flat, and charge-offs almost doubling, the outlook for the US is interesting. But which banks would the Steves buy at today’s prices.

Since it emerged on the public markets, Dr. Martens has been flinging profit warnings around like they’re sponsored. And they’ve launched another one lately.

The stock is down 30% as a result, following a boost on takeover optimism. But do Steve and Steve think things are actually going wrong for the company, or is this an overreaction?

Shares in UK payment processor Wise have been falling lately as well. That’s despite higher revenues, profits and solid customer growth over the last few months.

Is Steve D concerned? Not really. Should he be? That’s another question…

ASML shares have also subsided as demand starts to normalise for its fancy semiconductor machines. The company still has a huge order backlog, though, for the next few years.

Is this a buying opportunity in a company with a monopoly on an important growing industry? Or is there something else going on here?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Line: https://www.youtube.com/watch?v=Ak4on5uTaTg

Wolf: https://www.thewolfofharcourtstreet.com/p/mercadolibre-2024-financial-model 

► 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 Introduction & Our Weeks!

6:32  Consumption

13:05 US Banks

28:38 ASML Report

42:00 Doc Martens 

53:03 Wise Trading Update

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE

► 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:

► 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

► 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! And full disclosure we get one too!

⁠⁠http://www.trading212.com/promocodes/FTSE⁠

► Episode Notes:

What is Steve D doing with his Southern Copper investment? Find out on this week’s PlayingFTSE Show!

Paradoxically, it’s the start of a new year and the year is three months in. So it’s time for the Steves to take a look at their portfolios and reflect on what they’ve been buying and selling.

After three months, we’re looking at someone else’s first quarter. Earnings might not be out yet, but Tesla has reported its vehicle deliveries from the first three months of the year.

On the face of it, the numbers aren’t terribly impressive. Despite cutting prices, the company still produced significantly more cars than it sold between January and March.

This shouldn’t be a huge surprise, but it isn’t good news. But with the stock having fallen sharply since the start of the year, is it in buying territory for Steve W yet?

Steve D has had an interesting first quarter. His portfolio has done a solid job, but he’s also been buying and selling as he reshuffles his investments when opportunities present themselves.

If you thought the Playing FTSE Show’s growth enthusiast only buys growth stocks, you’d be dead wrong. He’s got an update on a FTSE 100 company in his portfolio and Pfizer.

Looking ahead, Steve is focusing on houses. D.R. Horton to build them, Mid America Apartment Communities to lease them, and Enphase to stick solar panels on top of them.

In some ways, Steve W has been busy and in others he’s been sitting tight. The PlayingFTSE Show’s valuation advocate has only sold two stocks – but one of them was his biggest investment.

Last week, Steve teased a new stock for his portfolio that he’s been buying – that stock is… Endeavour Mining. The FTSE 250 miner has been catching his attention as the gold price rises.

In terms of what he’s buying next, well, Steve doesn’t have much in mind. There’s lots he likes, not much he loves, and he’s got an eye on a couple of growth stocks for the new ISA season.

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Streetwise: ⁠https://open.spotify.com/episode/2gYrcNwCaHwtY5cA37CSIL?si=2c20ef5c6e2448fa⁠ 

Motley Fool Fool: ⁠https://open.spotify.com/episode/0aUXfgNWlK8XEhZ0PXILtw⁠  

► 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 Introduction & Our Weeks!

9:55 Consumption

17:55 Is Tesla REALLY Going Bust? 

34:27 Steve D Portfolio

45:19 Steve W Portfolio  

► 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