Brian Feroldi is on this week's show!  

Telling us about companies that grow. 

He shared with us thoughts 

About things that he's bought 

So check out his new book below!  

This week's episode is an interview with Motley Fool contractor, growth investor, and now *author* Brian Feroldi! Steve D and Steve W recently sat down with fellow YouTuber Brian Feroldi to hear his stories about how he got into investing, how he thinks about companies to buy, and what his most important lessons to learn about markets are. There's also a quick game of Bri-in or Bri-out on some stocks that might be of interest. Brian was an absolutely superb guest. Sit back, relax, and enjoy. We did.

In this one we take a look at Freetrade's news both good and bad and take a deeper dive into Salesforce Earnings and their venture arm - which will throw up some interesting treats!

-*We had some pretty big technical issues on this one. Steve D's done a super job sticking it back together. This isn't as sharp as we'd like, but thanks in advance for bearing with us.*  

What isn't Paul balls-deep in? Find out in this week's PlayingFTSE podcast!   

Last week, our show was recorded before the Russian invasion of the Ukraine. So this week, there's only one place to start.   

The Russian invasion of the Ukraine shocks, horrifies, and saddens all three of us in equal measure. Thinking about stocks, finances, or anything really, at a time when so many people are suffering so unjustly seems almost absurd. But there's been a lot of discussion around where we are about how we should think about the Russian situation as investors. And while we're all thoughtful, concerned, and saddened, we're also not ducking the question people are asking.  Russian stocks listed on the London Stock Exchange, such as Gazprom and Evraz, have collapsed. Does this represent a buying opportunity? Are the risks too great? Or are there decisive moral reasons to stay away from these stocks? We kick off the show by giving our thoughts.   

Next up, Steve W has a game. It's all about Paul. Specifically, it's all about some of the amazing things that he's said in some of his historic videos. As an avid Briscoe follower, Steve W knows many interesting things that Paul has said about many different stocks. The game involves reading out some quotes and having Steve D trying to guess what stock Paul was talking about. Along the way, we'll test out Paul's memory, to see whether he can remember what he was talking about when he said that he didn't understand all the offshoot businesses of... Alibaba? Alphabet? Or Shell? (This is the part where we had some problems with our connections, so thanks for bearing with us).  

We're delighted at having Paul back with us for this week's show. So delighted that we've thought of some stocks to pitch to him! And unusually, both Steves have gone for a similar theme. Appropriately, consider Paul isn't balls-deep in RDSB, we've both got semis. And we've both got ones in competition with each other. Steve W has a debt-laden big hitter while Steve D has a high multiple upstart. Stay tuned to the end to find out what they both are!   

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Hey, Steve W here. If you'd like to have a look at Genuine Impact for their revenue breakdown charts and a load of other features, too, I've got a link here for you. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! https://genuineimpactapp.page.link/N4s1

In this one we dive into Life of Keiran's question on our short and long term goals - we look into the immediate future and how that affects our path into the more distant future. No Paul this week - so it's back to Playing FTSESTEVE.

For record this was recorded prior to the war in Ukraine, so whilst we try to politically neutral we are not insensitive to what has since developed. 

Just the two of us! Paul's not here this week, so it's the Steves looking after the fort. Who's redefining wealth management in the UK? Find out on this week's PlayingFTSE Show!  

We kick things off with a review of our weeks. Someone's been making Steve W an offer he absolutely can refuse. Who is it and what's been going on? Steve updates us.  

Steve D has this week's game. It's an idea that Steve W also had, but Steve D's beaten him to it. So enjoy as Steve W tries to figure out who said a number of quotes about investing. PlayingFTSE's chief guru-follower gets off to a rocky start, after a clean sweep last time out. Will he get ANYTHING right this time?  

UK news follows, following a rough performance from Hargreaves Lansdown stock after its earnings. The legacy broker is investing in its tech to try and get caught up, but can it succeed? Steve D has the news.  

After that, we have a run through the earnings that have been catching our eye this week. Steve W kicks us off with the retail REITs in his portfolio. Both Agree Realty and Realty Income have been reporting lately, with broadly similar results.   

Next is Steve D with SAAS company Monday.com, which has had quite the drop lately. Steve gives us his thoughts. The company has been doing pretty well, so what's behind the share price decline?  Then it's back to Steve  W with a SAAS stock of his own! Non-profit platform provider Blackbaud has also had a bit of a dip. Unlike Monday.com the report seems a little uninspiring. Steve W takes us through what's been going on.  

Last up, it's the one you've all been waiting for. The Steves talk Teladoc! Earnings are in, Steve D has some views on the guidance and Steve W's in this stock as well now. We talk about this one every quarter, what's changed this time?  Please note this was recorded prior to the invasion of Ukraine, so whilst we try to stay politically neutral we are not insensitive to what has developed since our recording and this is the only reason it is not mentioned. In the absence of such commentary allow us to update you with what we would have said:  "Fuck Putin. Slava Ukraini!"  

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Hey, Steve W here. If you'd like to have a look at Genuine Impact for their revenue breakdown charts and a load of other features, too, I've got a link here for you. You'll get 30 days free trial to all Premium features, no card required. Plus, use my link below and we both get an extra 1 month free Premium (worth £3.99)! Worth a go, imo!  https://genuineimpactapp.page.link/N4s1

It's 13F season again! Where seasoned investors have to tell us plebs what they've been doing! In this one we take a look at Burry buying Squibb (wahey!) and Buffett selling Squibb (boo!) as well as taking a look at Stanley Druckenmiller's attempt at making ARK, Josh Tarasoff's latest changes and a small cap we've touted has just popped up in J&J's portfolio...  

Apologies this one is a little long - we got a bit carried away!

What does Paul think of Charlie Munger? Find out in this week's PlayingFTSE Podcast!  

We kick off this week with the big UK story — that Greggs and Primark have teamed up to launch a range of Greggs-branded apparel. Steve D used to own Greggs shares, find out what he thinks about the new range of merch. Obviously, it’s not as good as ours, but what is?  

This week’s game is from Steve W. It’s called “Topiary” because it’s about fancy hedges. Paul and Steve D spend this week’s game trying to work out how much hedging a portfolio in one or another way would slow down someone’s overall returns. None of us hedge, though it’s getting tempting in this environment. See how Paul and Steve get on guessing wildly at the returns of gold, an inverse tracker, and some triple leveraged instruments.  

After that, it’s on to some big earnings news. It’s still earnings season. AirBNB reported their earnings this week. The big news is that they’ve turned a profit (on the quarter, not the year). Steve D owns this company and gives us his view. Paul considers the importance of the company making its way into the stream of consciousness of his parents, and Steve W thinks about the importance of turning a profit sooner rather than later.  

One that didn’t do so well is Roblox. The stock got hammered after its earnings, though the market’s reaction might or might not be justified. Steve D illuminates the company’s “bookings” category, its growth, and the structure of the business. Paul discusses bank transfering money to kids and Steve W reflects on the fact that he’s probably now losing in the 5 stock sampler.  

Nvidia also reported earnings this week. Steve W has the report on this one. They might not be buying ARM, but things are going pretty well at Nvidia. Steve D talks about the numbers that he might be interested in this company at and Paul wonders about the company being a glaring opportunity.  

Last up it's Palantir. Nobody knows what this company does, including us. That's why we don't own it. Shares are down again after the company's earnings report, but we don't know why. Watch all three of us scrambling to try and have a view on a company that we don't understand...  All on this week’s show!

Horrified by the papers this week the boys try their best to put together a rational plan to saving for a house deposit. Find out from Steve W, who's in the process the methods he would use. From Paul, his regrets and Steve D has 7 tips to get the deposit done in under three years....and no, you don't have to cancel Netflix.  

LISA Rules: https://www.moneysavingexpert.com/savings/lifetime-isas/

Which company does Steve D own in the frog-boiling business? Find out in this week’s episode!

We open the show with a big reveal from Steve W! He’s found out whether he’s having a boy or a girl (he had a strong feeling it was going to be one of them). Look out of the big reveal--nobody told Paul, though.

After that, it’s onto Steve D’s game. Steve’s been looking for some giant companies that people haven’t heard of. Paul and Steve W take turns at guessing which has the bigger market cap out of some of the less-well known large cap operations. How big is Atlassian? What is ICBC? And who is China’s biggest beer brewing company? Paul and Steve W swing wildly at these questions as Steve D keeps score.

Next, it’s earnings time. Steve D kicks us off with Pinterest. Average users are down, but average revenue per user is up. Where’s the company going next? Steve offers his view. Along the way, we also talk about Meta’s earnings. There’s been a similar theme there and Steve W’s been buying this company. Lots to like about this company, in our view, and we’re planning on keeping a close eye on it.

Following on, it’s Disney. The day after Disney’s earnings, the share price jumped before settling back down a bit. Record revenues at the the theme parks in Q4 and strong growth in Disney+ subscribers pushed the company along strongly. Is it a buy now? Find out why Steve W’s unsure and what Paul’s thinking about the reopening trade. Also, keep your ears open for Steve D’s views on the airline space.

We finish up with a blaze through some quicker earnings. Steve W talks about Compass Minerals—the salt mining company that’s down after its earnings. Steve D’s had a busier week and catches us up on Doximity, which has had a strong quarter providing social networking services for medical professionals.

In this one we cover Chimpy's question on what moves we'd make to find money in a large market crash! We talk conviction studies, moving around in the dip and some do's and don't to make sure you can ease through the situation.