Episodes

  • Mastercard, Wise & An Incredible Year for Palantir
    Nov 10 2024

    ► 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:


    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.

    Show More Show Less
    1 hr
  • Big Tech, Big Budget and Big Oil!
    Nov 3 2024

    ► 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.

    Show More Show Less
    1 hr and 13 mins
  • Green Energy, Green Week & Green Coloured Banks
    Oct 27 2024

    ► 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.

    Show More Show Less
    1 hr and 15 mins
  • Fashion, Film, Fabs and Fleas
    Oct 20 2024

    ► 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


    ► 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 has Steve W been meeting this week? Find out on this week’s PlayingFTSE Show! Earnings season is in full swing, but it’s not just the US that the Steves have been looking at. There’s news from the UK and Europe as well to pay attention to. In quickfire news, Steve D has updates from Prologis and Money Supermarket. One is a big REIT getting the job done and the other is just waiting to come to life. Still. Steve W’s contributions this week are CSX and Primary Health Properties. The former is falling after earnings and the other is going nowhere slowly after a capital markets day. Shares in ASML fell significantly after the latest earnings update. The main cause for concern is a decline in the number of net bookings, but Steve D is a buyer of the weakness in the stock. The business has been seeing a little bit of a drop off during a more cautious period for its customers. But reports of the death of AI seem to be greatly exaggerated for this company. Netflix stock jumped 10% after its latest earnings update. And while margins are encouraging, Steve W thinks it’s to do with strong revenue growth after a steady decline since 2019. On top of this, the sales growth is encouraging at a time when consumer spending is weakening elsewhere. So could Netflix be something people trade down – rather than up – to? The latest update from LVMH has been relatively disappointing. The company had been fairly resilient against lower consumer spending, but that’s come apart lately. Steve D has the latest news – and Diageo shareholders might also want to take note. But a family business with a strong track record could be a good choice for the long term. After a profits warning last month, Rentokil’s Q3 trading update surprised investors by not being terrible. The non-US part of the business has actually been growing quite well. The company is focusing on its integration plans for Q4 to get the US division functioning. So is the wait finally over for shareholders who have been looking for results since 2022? 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

    5:41 Quickfire News Prologis

    8:20 Quick CSX

    10:52 Quick Money Supermarket

    13:16 Quick Primary Health

    17:07 ASML Update

    33:36 Netflix

    44:40 LVMH

    56:08 Rentokil


    ► 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.

    Show More Show Less
    1 hr and 10 mins
  • Breakups, Mergers & Takeovers
    Oct 13 2024

    ► Get a free share!


    This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!


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


    ► Get 15% OFF Finchat.io:


    Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!


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


    ► Episode Notes:


    Who’s on whose side in the Pfizer activist bid? Find out on this week’s PlayingFTSE Show! It’s been a bumpy week for the FTSE 100’s miners, but the S&P 500’s big tech firms have done relatively well. And Steve and Steve have all the latest news. There’s a lot to get through in quickfire news. Steve W has been looking at Endeavour Mining’s struggles in Burkina Faso and Vistry, which has fallen 35% in a day after a costing error. Steve D has been looking at everything from the sublime to the ridiculous. Monzo’s latest valuation, AMD’s latest chip, and Aston Martin’s latest cash burn have all been on his radar. Like most FTSE 100 miners, Rio Tinto has seen its shares fall this week on disappointing news about China’s stimulus. But a smart acquisition has caught Steve W’s attention. The company is buying Arcadium Lithium – seizing the moment to snag the company while its stock is down. But Steve D has some issues for investors to consider about the takeover. The US is considering ordering Alphabet to break up. Steve D owns the stock and he has a lot of questions: Why? When? And would it be a benefit to shareholders? Alphabet shares trade at a lower P/E multiple than the rest of the Magnificent Seven. But who does Steve W think would benefit from a breakup of Google’s monopoly on search? Anglo American is attempting to shift its focus from consumer-driven commodities to renewable energy metals. And it’s doing this by divesting its unfashionable operations. Steve W thinks there could be a margin of safety in the resulting copper and iron ore divisions. But Steve D knows mining better than most people, so does this catch his attention? 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)


    ► Timestamps:


    0:00 Intro & Our Weeks

    6:03 Monzo Share Sale

    11:27 Endeavour Mining

    14:44 Aston Martin

    17:37 Vistry -33%

    24:16 AMD AI Chip

    28:55 Rio Tinto Update

    42:30 Google Breakup

    58:42 Anglo American


    ► 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.

    Show More Show Less
    1 hr and 12 mins
  • Q3 Portfolio Updates + Greggs!
    Oct 6 2024

    ► Get a free share!


    This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!


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


    ► Get 15% OFF Finchat.io:


    Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!


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


    ► Episode Notes:


    Who’s got a mention on A.J. Bell’s podcast? Find out on this week’s PlayingFTSE Show! It’s the end of Q3 and Steve and Steve are getting ready to run through their portfolio changes. There’s lots to talk about along with some news from a UK growth stock. In quickfire news, Steve W has been looking at a pair of US stocks that have both been falling. Nike is getting ready for a new CEO and Tesla is getting ready for the robotaxi launch. Steve D has been investigating Humana, which fell over 20% on news its policies have been downgraded. And he’d also like you to know you can update your will for free this month… The last three months have been eventful for Steve W. He’s been selling Apple out of his ISA, but he insists that it isn’t just to be like Warren Buffett. In another move that in no way resembles Berkshire Hathaway, he’s also bought some US railroads. But has he figured out what to do with Southern Copper yet? Steve D has sold some stocks and bought others over the last quarter. D.R. Horton makes way and so does Kering. But the interesting question is what to do with £4,000 in cash. One possibility is Disney, which is just outside the top 4 in Steve’s portfolio at the moment. But could a better opportunity be just around the corner? Greggs shares are down this week and it’s hard to see why at first sight. The company reported solid increases, but the growth rate is slowing. Steve W’s been having a look at the company’s ambitions for an increased store count and what happens when it reaches maturity. Meanwhile, Steve D is eyeing US expansion… 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)


    ► Timestamps:


    0:00 Intro & Our Weeks

    7:21 Quick Tesla

    28:40 Steve W Portfolio

    40:53 Steve D Portfolio

    57:47 Greggs


    Free Wills: https://freewillsmonth.org.uk/


    ► 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.

    Show More Show Less
    1 hr and 9 mins
  • Micron, AG Barr & Why You Need To Sort Your Pension Out
    Sep 29 2024

    ► Get a free share!


    This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!


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


    ► Get 15% OFF Finchat.io:


    Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!


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


    ► Episode Notes:


    Was Diageo’s trading update this week really that good? Find out on this week’s PlayingFTSE Podcast! It’s a busy busy show this week. There’s a lot to get through before the end of Q3 and Steve and Steve are ready to go. In quickfire news this week, we’ve got three stocks and some information on UK banks. Halma and Diageo both issued trading updates this week, but was either any good? Meanwhile, iPhone 16 sales seem to be set to come in lower than the previous model. But at least there’s some good news – banks now have to refund fraud more quickly! There’s been some sobering news from the UK pension scene recently. People aren’t saving enough, and they’re drawing down their savings early. It’s not easy putting money aside with the cost of living going up. But Steve D has some ideas that people might think about if they’re looking over their pensions this weekend. Card Factory is a new one for the show, though friend of the show JKR likes it. Steve W’s been taking a look as the stock fell 21% this week. Inflation has been cutting into profits. But should investors be surprised after the guidance in the annual report just a few months ago? Micron was a very popular stock a few years ago. Superinvestors were crawling all over the memory chip company, but things have gone quieter later. Steve D’s been taking a look after the stock popped 14% this week. But is now the time to buy it – and if not, then when? Steve W liked the look of A.G. Barr back in July. The stock climbed after that, but it’s fallen back to below where it was before. Given this, is it a second chance at a stock that got away? Or is the new CEO a sign that things are going in a different direction to the one that Steve was expecting? Only on this week’s PlayingFTSE Podcast!


    ► What We Consumed This Week:


    Pensions: https://ifs.org.uk/articles/are-people-saving-enough-their-pensions


    ► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)


    ► Timestamps:


    0:00 Intro & Our Weeks

    5:16 Bank Fraud News

    9:07 iPhone Sales Slump

    13:17 Drinks on Diageo!

    17:36 Check Your Pension

    24:47 Card Factory

    42:50 Micron

    53:53 AG Barr


    ► 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.

    Show More Show Less
    1 hr and 7 mins
  • Turmoil Ahead for UK Small Caps?
    Sep 22 2024

    ► Get a free share!


    This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!


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


    ► 10% Off Merch One Day Only Sunday 22nd


    Use code TENOFF for ten percent discount on everything!


    https://playingftse.teemill.com/


    ► Get 15% OFF Finchat.io:


    Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!


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


    ► Episode Notes:


    Who stole a life-sized cardboard cutout of Victoria Beckham? Find out on this week’s PlayingFTSE Show! It’s been a week of D&V in both the Steves’ households. But the stock market has been much more positive. We’ve got a UK theme this week, with a look at some of the stocks that don’t usually make the headlines. But we haven’t forgotten the Fed’s big news on interest rates from the US. Lots to get through in rapid news this week. Steve W has been looking at a 50-point rate cut from the US central bank and wondering whether a new CEO can get Nike back on track. Steve D has been paying attention to some potential tax changes close to home and watching a big fall on Progyny shares. And he’s also got a bit of stop-press surprise news for Steve W… Games Workshop announced its end-of-year results this week. And Steve W thinks they were strong, with decent growth in an environment that has been challenging for some. The big news, though, is that 27% of shareholders voted against the CEO’s pay package. Are they just being ungrateful, or is there more to the story here? Steve D has been looking at the AIM market. With companies like Ashtead Technology and Fevertree, it’s one that we’ve talked about before, but without really getting into the details. The new UK government is reported to be setting its sights on some of the benefits of being AIM-listed. But would this be a good idea, or a big mistake? W.H. Smith is a company we haven’t talked about before on the show. Mostly because it’s a boring FTSE 250 brick-and-mortar retailer that’s priced like a growth stock – or so it seems... Steve W thinks there’s more going on here. Around 75% of the company’s earnings come from a much more interesting area and a P/E multiple of 29 isn’t necessarily what it seems… Only on this week’s PlayingFTSE Podcast!


    ► What We Consumed This Week:


    https://www.fidelity.co.uk/markets-insights/personal-finance/personal-finance/autumn-budget-how-labour-might-change-isas-and-the-dividend-tax/


    ► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)


    ► Timestamps:


    0:00 Intro & Our Weeks

    5:45 Quick Rightmove

    8:40 Quick FED

    12:19 Quick ISA Raid

    18:04 Quick Nike

    20:25 Quick Progyny

    24:45 Games Workshop

    36:47 Inheritance Tax

    47:15 WH Smith


    ► 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.

    Show More Show Less
    1 hr and 5 mins