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CAPITAL AT RISK

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► Episode Notes:

How did Steve W get on shorting Trump Media & Technology Group? Find out on this week’s PlayingFTSE Show! The big news from this week is the US election. But while that’s been moving markets, there have been some interesting moves from individual stocks doing their own thing as well. The FTSE 100 fell and the S&P 500 climbed. And – as usual – the Steves managed somewhere in between. There’s a lot to get through in quickfire news this week. Steve W has two FTSE 100 stocks that he’s starting to rethink his views on from the last month or so. Steve D has been looking at Dutch Brothers, Toast, and Adyen. All three are growing, but which does the stock market like the best? Alexander wept when we had no more worlds left to conquer. But Mastercard somehow still has some more – the company’s slogan used to be ‘accepted everywhere’ but it still isn’t. That’s a good thing, though, since it means there’s more to come in terms of growth. So will either Steve or Steve finally do the decent thing and buy the stock? Palantir is a stock that we’ve stoically avoided on the show. No longer – Steve W thinks the company has got to the point where it has become too interesting for him to ignore. The business has moved on from scoring government contracts and started on corporate America. But Steve D is still not quite sure what the business actually does… Wise isn’t in the FTSE 100 or the FTSE 250, but it’s one investors should have on their radars. The payment company is growing, making more money, and widening its moat. Despite this, the stock is still well down from where it was at IPO. So is Steve D – who owns it – looking to add to his position, or even double it? Only on this week’s PlayingFTSE Podcast!

► 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...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:33 QUICK DUTCH BROS

8:50 QUICK VISTRY

12:41 QUICK ADYEN

16:34 QUICK BP

21:25 QUICK TOAST

25:47 MASTERCARD

37:39 PALANTIR

50:23 WISE

► 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

► 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.

► Get a free share!

This show is sponsored by Trading 212! Sign up now and get a FREE fractional share worth up to £100! Use the signup code below to claim your reward. Start your investing journey today with commission-free investing for everyone from Trading212.

https://www.trading212.com/Jdsfj/FTSE

CAPITAL AT RISK

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What does Steve D think Yorkshire Tea tastes like? Find out on this week’s PlayingFTSE Show! It’s been the kind of week where everything has been happening. And somehow the Steves are going to try and fit it into one show. In quickfire news, we’ve got Big Tech and fast food. There’s also PayPal, which is neither and has been seeing slowing revenue growth for the last few years. Steve D has the latest news from Meta and Four Corners Property Trust. And Steve W has been looking at Microsoft and McDonald’s – who are the winners and who are the losers? The Budget caused some interesting waves in the UK stock market. Entain shares soared as the chancellor held off increasing taxes on betting companies, but not everyone was so lucky. Raising £40bn in taxes was always going to be a challenge. But what does Steve D think will happen next and who does Steve W think came off worst from the announcement? Amazon is a stock that both Steves own and the latest earnings report is promising. Revenue growth of 11% masks bigger profitability gains as advertising and AWS came in strong. The stock climbed after the news, but it’s worth investors keeping a close eye on the free cash flow metrics. They’re impressive, but are they everything that they seem? Apple shares fell after the Q3 earnings report – but not by much. Steve W has been looking at this one and thinks it was relatively encouraging, with strong growth in the services division. Sales in China are still struggling and a $10bn tax bill is hardly insignificant. But is the return to growth for iPhone sales a sign that things will be positive in the final quarter of 2024? Google’s parent company Alphabet has been trailing the rest of the Magnificent Seven – from a share price perspective at least. But the stock moved higher after this week’s earnings. It’s easy to see why as well. Strong growth in the cloud was accompanied by an impressive valuation metric for Waymo, but what caught Steve D’s eye? All of the big oil companies reported earnings this week, but the one that stands out from a valuation perspective is BP. And profits hit their lowest levels since 2024. A 6% dividend, combined with a new focus on core competencies appeals to Steve W. But is it enough to get the stock onto his buying list? Only on this week’s PlayingFTSE Podcast!

► 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

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...

► Timestamps:

0:00 INTRO & OUR WEEKS

6:11 QUICK NEWS START META

8:48 QUICK MICROSOFT

10:18 QUICK FOUR CORNERS PROP

13:35 QUICK MCDONALDS

16:49 QUICK PAYPAL

20:29 UK BUDGET

37:52 AMAZON

47:26 APPLE

54:29 GOOGLE

1:02:55 BP

► 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.

► Get a free share!

This show is sponsored by Trading 212! Sign up now and get a FREE fractional share worth up to £100! Use the signup code below to claim your reward. Start your investing journey today with commission-free investing for everyone from Trading212.

https://www.trading212.com/Jdsfj/FTSE

CAPITAL AT RISK

► Get 15% OFF Finchat.io:

Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What did Steve W buy this week? Find out on this week’s PlayingFTSE Show! Lots to talk about in the last week before the UK Budget. It’s a busy show with five bits of quickfire news and four longer pieces to get stuck into. This week’s quick stocks are a real mixed bag. Steve D has Barclays, Starbucks, and Renishaw – one up, one down, and one not really anywhere, but is any of them worth a closer look? Steve W has been looking at shares in Unilever and Union Pacific. The second one fell after earnings, but he’s got his eye on a special situation coming down the tracks with the first. The Tesla share price climbed a staggering 22% after its latest earnings update. Steve W wants to know why and has been looking into the report. As always, there are two bits – what the company has done and what it’s going to do. And there’s one thing in particular that Steve thinks the business deserves a lot of credit for… Bloomsbury stock seems to keep going from strength to strength. And the latest trading update was no exception, with strong growth way ahead of expectations. There could well be more to come from this one with accolades coming in from all sides and another six Sarah J. Mass titles in the pipeline. No wonder Steve D’s feeling good about things. It’s been a very mixed week for the Lloyds share price. Things looked ok in midweek as the company’s earnings report came in ok (though less spectacular than Barclays or NatWest). Since then, though, there’s real pressure on as a ruling against Close Brothers has raised questions about car loan sales. But is the stock falling 8% in a day a buying opportunity? Enphase shares have had a difficult week after a tough earnings report. At one point, the stock fell 15% as the market took badly to its latest update. The company has a strong position in an industry that looks important, though. And with lower interest rates and a potentially cold winter on the way, is it just a matter of time? Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....

► Timestamps:

0:00 Intro & Our Weeks

6:05 Quickfire News Start Barclays

8:34 Quick Unilever

11:46 Quick Renishaw

13:46 Quick Union Pacific

16:46 Quick Starbucks

20:02 Tesla

35:22 Bloomsbury

48:16 Lloyds Bank

59:08 Enphase

► 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

► 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.