What’s Steve D spent £100 on? Find out on this week’s PlayingFTSE Show!

The FTSE 100 took a hit as investors rotated away from materials and back towards quality. But which Steve managed to cash in this week?

Vistry shares took an absolute hammering when the company released its full-year results. The CEO is leaving, but Steve W saw two other reasons the market might not be happy.

A shift to prioritising the balance sheet over share buybacks is one reason and cutting prices to clear the inventory is another. But were those part of the investment thesis?

Steve D has a new UK growth stock to take a look at. It’s Avingtrans, which looks to buy, improve, and then sell small industrial businesses in some very promising markets.

Defence, data centres, and nuclear power are all areas that the firm has exposure to. And with a strategy for avoiding the challenges that come with size, is it one to buy?

Conflict in Iran has sent FTSE 100 share prices all over the place. But Informa has been one of the biggest casualties, despite not being a big oil consumer. 

On top of that, there’s talk of an AI threat to contend with in the company’s publishing division. Steve W owns this one – what’s he doing? 

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

7:27 VISTRY

23:46 AVINGTRANS

49:24 INFORMA

► 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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This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.