July 28, 2024

Runways

1 hour 18 minutes

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► Episode Notes:

Which stock did Steve D sell this week? Find out on this week’s PlayingFTSE Show!

As the Hundred gets started and the One-Day Cup kicks into action, Steve and Steve are in to talk about about… stocks. Don’t worry, there’s plenty going on there, too.

US tech took a bit of a downturn this week as the latest results from Alphabet came out. The report looked ok, but the stock fell 5% and the rest of the stock market had a bit of a tumble with it.

Steve D’s been looking at the numbers and thinks things look pretty good in the Cloud division. Steve W’s eye, however, has been drawn to another part of the organisation.

Ryanair shares fell 20% this week as the company announced Q2 profits almost halving from the previous year. But Steve W thinks this might – weirdly – not be a bad thing.

If the airline industry is going to come under pressure, it might well be a case of survival of the fittest. And Ryanair looks like it’s built to last in ways its rivals might not be.

The Kering share price hit a 7-year low this week. And with Gucci – its flagship brand – going through a tough time, Steve D has been rethinking his investment in the company.

Is it a case of thesis busted? Or is this a cyclical downturn that will blow over with a chance to double down on the stock at a bargain price?

Unilever is a stock we’ve talked about a few times this year, mostly in the context of how Steve W screwed this one up. And the latest reports indicate things are still going well.

The company is reporting revenue growth in geographies others are struggling with. But with the stock up 7% on the latest report, surely it’s too late to buy now..?

Luxury conglomerate LVMH is a company that both Steves have been admirers of for some time. But the stock is down 8% since the start of the year.

A diversified operation run by one of the best operators in the business is a proposition to take seriously. But what happens after Bernard Arnault?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

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► Timestamps:

0:00 Intro & Our Weeks

5:57 Google

22:04 Ryanair

35:50 Kering

49:12 Unilever

1:03:17 LVMH

► 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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