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Salesforce, Broadcom & A Whole Load of SAAS!
► Episode Notes:
Which stock has Paul sold lately? Find out on this week’s PlayingFTSE Podcast!
This week, Paul, Steve, and Steve are looking at the ins and outs from the FTSE 100 and the latest from the world of big tech. It’s been an exciting week and they’re set to get started.
First up is UK news. The FTSE 100 and FTSE 250 were recalibrated earlier this week, but which REIT is going down a tier and did Ocado manage to survive relegation?
Next it’s Broadcom, a stock that’s been riding high on an AI wave. Paul has the details, Steve D sees a glass half full and Steve W sees nothing but risks – what do you think you see?
Then it’s onto Salesforce, a business that’s just turning the corner to profitability. A recession would seem like a bad thing, but Steve W thinks it might actually help this company.
After that, it’s Guidewire, where the analysts all raised their price targets and the stock went down. With no GAAP earnings, what’s it doing share buybacks with..!?
And we finish with a run through some of the smaller stories from the tech world. Looking at Crowdstrike, SentinelOne, Zscaler, Okta, and MongoDB
Only on this week’s PlayingFTSE Show!
► 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!?)
► Get a free share!
Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!
https://www.trading212.com/invite/FfWDllxM
► Timestamps:0:00 This Week In Markets08:17 FTSE Changes 20:26 Broadcom35:43 Salesforce 46:37 Guidewire55:13 ZScaler, Crowdstrike & Sentinelone1:06:03 Okta & 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
View all episodes
By playingftsepodcast
5
44 ratings
► Episode Notes:
Which stock has Paul sold lately? Find out on this week’s PlayingFTSE Podcast!
This week, Paul, Steve, and Steve are looking at the ins and outs from the FTSE 100 and the latest from the world of big tech. It’s been an exciting week and they’re set to get started.
First up is UK news. The FTSE 100 and FTSE 250 were recalibrated earlier this week, but which REIT is going down a tier and did Ocado manage to survive relegation?
Next it’s Broadcom, a stock that’s been riding high on an AI wave. Paul has the details, Steve D sees a glass half full and Steve W sees nothing but risks – what do you think you see?
Then it’s onto Salesforce, a business that’s just turning the corner to profitability. A recession would seem like a bad thing, but Steve W thinks it might actually help this company.
After that, it’s Guidewire, where the analysts all raised their price targets and the stock went down. With no GAAP earnings, what’s it doing share buybacks with..!?
And we finish with a run through some of the smaller stories from the tech world. Looking at Crowdstrike, SentinelOne, Zscaler, Okta, and MongoDB
Only on this week’s PlayingFTSE Show!
► 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!?)
► Get a free share!
Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too!
https://www.trading212.com/invite/FfWDllxM
► Timestamps:0:00 This Week In Markets08:17 FTSE Changes 20:26 Broadcom35:43 Salesforce 46:37 Guidewire55:13 ZScaler, Crowdstrike & Sentinelone1:06:03 Okta & 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
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