Playing FTSE

By: playingftsepodcast
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  • We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!
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Episodes
  • Ice Cream, Cigarettes & Grandma's Pasta

    Ice Cream, Cigarettes & Grandma's Pasta
    Feb 16 2025
    ► Get a free 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.► 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:Who’s been icing Digestives this week? Find out on this week’s PlayingFTSE Show!A strong performance from one Steve and a disappointing result for the other in the stock market this week. But who’s been doing what? And more importantly, which stocks have been going which way? There’s a lot to talk about on this week’s show…It’s been a strong six months for Adyen and the share price has been responding accordingly. It doesn’t always, but it’s up significantly this week. Steve D has been on this one for a while and the company hasn’t let him down. As it catches PayPal in size growing at several times the rate, is there still an opportunity?Unilever shares are down this week after a modest Q4 update. But the big news is around the separation of its ice cream division – it’s on the way. The new company will be listed in Amsterdam (as well as the UK and the US). And Steve W is still looking closely at it after having missed out on some previous spinoffs.Airbnb’s latest result suggests the company is moving in the right direction. Most things are up around 12% – and so is the stock – as the business keeps working on its moat.It’s a hugely cash-generative business and sticking close to its roots. And it seems as though the higher the stock goes, the more investors seem to like it.It’s not been a great week for British American Tobacco. The company has had to put a lot aside to cover a potential lawsuit coming from Canada.New products are growing well, though, and the decline in combustibles revenue isn’t really showing up yet. So could Steve W be tempted to buy this and get some quick cash?FTSE 250 industrial Renishaw posted some results that were… ok. But the stock market decided to send it down sharply, which could be an opportunity.Selling precision measuring equipment can be cyclical and over time these things tend to sort themselves out. So what’s Steve D thinking with this one right now?Barclays is working its way through some medium-term capital return plans. And that’s driven the share price up 100% over the last 12 months.There’s plenty more to come and with the bank improving its returns on tangible equity, things look very positive. Steve W is taking a closer look on our show.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 WEEKS4:48 ADYEN 15:50 UNILEVER25:34 AIRBNB36:56 BATS44:45 RENISHAW52:23 BARCLAYS► 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.
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    1 hr and 3 mins
  • Big Tech Breakdown! + Beer!

    Big Tech Breakdown! + Beer!
    Feb 9 2025
    ► Get a free 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.► 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’s on Schindler’s latest list? Find out on this week’s PlayingFTSE Show!It’s been a brutal week for Steve and Steve in the stock market this week. They’ve both underperformed the FTSE 100, the S&P 500, and cash. But investing is a long-term game and there’s plenty to discuss from what’s been going on. We’ve got a good mix of UK and US stocks to talk about, both good and bad.The Diageo share price has been falling recently and it’s continuing to do so after the company’s latest earnings report. Steve W has had a look – and it isn’t strong.Steve D is concerned about the lack of a discernible plan and he’s sold his shares. But with the potential for tariffs to be temporary, could this be the time to consider buying it?Paypal is shifting its focus from all-out growth to a focus on increasing profits. And the CEO thinks this could be a transition year before things start to pick up. Steve D has been taking a look and isn’t entirely convinced. And Steve W is unsure about the recent strategy to focus on buying back shares over paying out dividends.Palantir shares are up 42% this week after the company’s latest earnings. The growth is impressive across the board, but is the stock becoming a joke in value terms?Steve W thinks it might be. He’s convinced by the company, but how long is it going to take for the business to be in a position to generate a return at today’s prices?It’s been a strong week for Spotify shares. The company continues to go from strength to strength and while the stock is rising, innovation is still the name of the game.Strong relationships with record labels and a move into music videos and video podcasts is breaking new ground. But is the stock too expensive to consider buying at today’s prices?Amazon has been a firm favourite of both Steves for some time. And the latest report looks impressive – at least, until we get to the bit with the outlook for the next three months. A big investment in AI infrastructure is set to weigh on operating profits and investors will have to wait. But this has always been a stock to be patient with, so is this a problem?Analysts have been saying investors didn’t like Alphabet’s cloud growth. But it was the second best quarter in terms of growth in the last 10, so is this quite right?The issue might be a big investment in AI infrastructure. However, the company has said it’s struggling to meet demand at the moment, so could there be more growth on the way?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 WEEKS5:28 DIAGEO18:39 PAYPAL27:49 PALANTIR37:30 SPOTIFY48:55 AMAZON1:00:13 GOOGLE► 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/playingftseshowOr 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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    1 hr and 15 mins
  • Meta, Musk & Much More! + Why Steves Banned From Hog Roasts!

    Meta, Musk & Much More! + Why Steves Banned From Hog Roasts!
    Feb 2 2025
    ► Get a free 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. ► 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 was Steve W called at University? Find out on this week’s PlayingFTSE Show! There’s been a lot to talk about in the stock market this week. But Steve and Steve have a lot more on their minds than just the latest news from DeepSeek. Rentokil launched an unscheduled trading update this week. Things are going fine, but there’s a change in leadership in the US part of the business. Investors reacted well to the news. But with organic revenues only growing in line with inflation, is Steve W as impressed as the rest of the market? Alexandria Real Estate’s latest report showed decent growth for a REIT focused on pharmaceutical companies. But the stock fell as a result. Steve D owns this one and is considering adding to it. The thing to keep an eye on is when the current rental contracts expire. Tesla’s latest update was not good – in fact, it was the opposite of that. Despite the firm managing record deliveries, revenues fell due to heavy discounting. Does it matter, though? With robotaxis set to launch in Austin in June (apparently) might it be the case that car sales just aren’t that important to the business? A strong update from Meta has seen the share price climb. Revenues are climbing, profits are up, and the company continues to invest for future growth. Somehow, the number of users on the company’s platforms keeps increasing as well. So should investors just ignore Reality Labs burning a hole in the profits? A.G. Barr continues on its way. Widening margins mean that 5% revenue growth has translated into double digit growth in earnings per share. Steve W has been watching this one with some interest over the last six months or so. With the stock still where it was when he first looked, is he about to buy? Rachel Reeves has announced what she plans to do with the cash the government is raising (and borrowing). The plan is to invest, but there are some common themes. One of these is collaboration with the private sector. But what do Steve and Steve think of using public money to help Manchester United expand Old Trafford? Dowlais is another Steve W stock and his takeover thesis has come true – sort of. It’s the whole company that’s being acquired, not just one division. That might be even better. But what does it say about the UK if businesses from the FTSE 250 are being acquired by smaller competitors from the US? ASML has had quite the week. The stock fell after the DeepSeek news indicated that the latest chips might not be crucial when it comes to high performance LLMs. A strong earnings report has proved to be just the job, though. Strong sales from Q4 and a more positive outlook compared to a flat year has investors feeling good again. Two bits of news from WH Smith stood out to Steve W this week. The first is it’s planning on divesting its high street retail business – which is an ugly one. The second is that the travel division is still growing reasonably well. So could there be hidden value in what looks like an unpromising FTSE 250 stock? Shares in Steve D–owned LVMH fell this week after the company’s latest trading update. And Diageo investors might take note of weakness in the alcohol division. Bernard Arnault has been doing what he does best, which is getting himself around. And the CEO is an experienced operator when it comes to these machinations… 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 6:48 RENTOKIL 10:28 ALEXANDRIA REAL ESTATE 17:31 TESLA 25:07 META 31:54 AG BARR 36:10 REEVES GROWTH SPEECH 49:30 DOWLAIS 58:25 ASML 1:07:13 WH SMITH 1:15:38 LVMH ► 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 ...
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    1 hr and 25 mins

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Cracking show full of useful analysis

In depth reviews of of stocks. Always thought provoking and entertaining to listen to.

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For stocks purists

I have been listening to Playing FTSE since the beginning (or almost) when Pays was still there before getting super busy. The 2 Steve's go deep into several stocks details every episode. They just talk on and on non-stop and entertein their listeners with all the information needed. Well done Steves and keep it up!!!

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