What’s Steve D been thinking about in the middle of the night? Find out on this week’s PlayingFTSE Show!

Paul is back! And we’re celebrating by talking about some of our favourite things – earnings reports and 13Fs filings.

Steve W has been looking at what Berkshire Hathaway has been up to. They’ve been selling banks (as he’s been investing the other way) but they’ve been buying Apple shares, which is more like it from his perspective.

Then there’s news from Twilio, Steve D has been loking at this one. The stock is unprofitable, but there’s a buyback coming and a pivot that’s catching his eye.

After that, it’s back to the steadier fare of consumer defensives. Steve W has been looking at Kraft Heinz, which he thinks is sneakily doing better than a lot of people are thinking.

Next, it’s AirBnB time. There’s not much to dislike about the  company’s most recent earnings report and the stock is close to its IPO price, so what’s bothering Paul about the company?

And we’re finishing with Monday.com – completing our roundup of the tech stocks for this one. Another strong report, another buying opportunity? Steve D has the details.

Only on this week’s PlayingFTSE Podcast!