Playing FTSE

Who's Toddling Off?


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Who makes a self-destructing phone? Find out on this week’s PlayingFTSE Show!


There’s nothing good to report from the Ashes, so the Steves are sticking to the stock market this week. Unfortunately, there’s nothing good to report there, either…


Todd Combs isn’t going to be Warren Buffett’s long-term replacement. He’s leaving for a job at J.P. Morgan, but should Berkshire Hathaway shareholders be worried?


Steve W takes a look at what Todd has done, hasn’t done, and might or might not have done to figure this one out. And Steve D has an idea of who might be a good replacement…


Stride is a new stock for the show, but in a familiar industry. It’s involved in online learning and – like another name in the sector – it’s down 54% this year.


Steve D thinks there’s a lot of potential, though. Looking past an operational mishap this year, the firm’s courses come with real accreditations, which might be hard to emulate…


Adobe shares are up following the company’s latest earnings report – but only just. And despite 10% revenue growth, the stock is still well down over the last 12 months.


Strong uptake of AI products is keeping growth strong for the time being. But is this sustainable – and does it make the stock a buy at a price-to-earnings (P/E) ratio of 21?


Steve D has been having another look at Synopsys. It’s been a while since we talked about this one, but software for semiconductors has been running very strong recently. 


The stock is expensive, but not outrageously so and it’s in a duopoly where both firms manage 80% gross margins. Add in an acquisition and its starts getting interesting…


Only on this week’s PlayingFTSE Podcast!


► Get a free fractional share!


This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.


When investing, your capital is at risk and you may get back less than invested.

Past performance doesn’t guarantee future results.


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► 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!)


► Timestamps:


0:00 INTRO & OUR WEEKS

7:03 TODD’S TODDLING OFF

21:37 STRIDE

42:33 ADOBE

56:24 SYNOPSYS


► 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 Instagram: https://www.instagram.com/playing_ftse/


► Enquiries:


Please email - playingftsepodcast@gmail(dot)com


► Disclaimer:


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.

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