October 22, 2023

Tesla Stalls, ASML Stops & Croda Splutters

1 hour 10 minutes

► Episode Notes:

Who’s spent the whole week sitting on planes? Find out on this week’s PlayingFTSE Show!

Paul, Steve, and Steve are in this week talking about earnings! We’re looking at Croda from the UK, ASML from the Netherlands, and Tesla from the US.

First, though, it’s the Piper Sandler Teen Survey. Steve D’s been looking at what the 13-18 year olds in the States are spending their money on, but which trends are sticky and which are transitory?

After that, Steve W is making good on his promise to look at Croda International – the worst-performing FTSE 100 stock of the last 12 months. Is it just because they’ve left Hull, or is there something more?

Meanwhile, ASML has been posting some interesting numbers. This one’s been catching Steve D’s eye, but is flat revenue guidance next year ok for a stock trading at 30 times earnings?

And lastly, it’s Tesla. None of our three likes the stock, but Paul is keen to have a go anyway – is there anything to be said for the company after some awful earnings?

Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

Morgan Housel - Same As Ever

Behind The Money - https://www.ft.com/content/6a31a5c8-0802-4d83-a091-5cfe61d7e6fe

Modern Wisdom Podcast - https://chriswillx.com/podcast/

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► Timestamps:0:00 Intro5:29 What We Consumed This Week?15:54 Piper Sandler Teen Survey 31:50 Croda43:46 ASML55:36 Tesla

► 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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