Episodes

  • Making & Reviewing Predictions!

    Making & Reviewing Predictions!
    Jan 5 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: Which company did Steve W make money shorting in 2024? Find out on this week’s PlayingFTSE Show! It’s that time of year again, where we look at our predictions from 2024 and make some new ones for 2025. Who’s been catching the eye of Steve and Steve – for the right (or wrong) reasons? Steve D set out to do a bit less selling from his portfolio in 2024 and to try and max out his ISA. One’s in the bag and one is on track, but what’s he planning for 2025? Steve W cruised home in his ambition to sort out his emergency fund. For 2025, he’s turning back to an investing-themed resolution that could be interesting for the show. In 2024, Steve D was looking for Disney to outperform. It didn’t quite manage this – but with streaming turning profitable a quarter early, could it still be a good stock to buy? Steve W elected to bet on J.D. Wetherspoon and against International Consolidated Airlines Group. While the pubs did well, the stock didn’t – and the airline was a top FTSE 100 performer. As usual, Steve D predicted a weak year for the Tesla share price. And it nearly worked – until the US election suddenly triggered a burst of optimism, despite a decline in annual car sales. For a US prediction, Steve W thought Goldman Sachs would do well – which was right. Unfortunately, he also doubted Nvidia, which has been the wrongest prediction of them all. Steve D also thought equities would outperform, which they did handsomely. A 23% return from the S&P 500 was about double the average historic return. Unfortunately for Steve W, his prediction about the UK cutting interest rates was too specific. Inflation got below 3% – but not below 2% – making his prediction incorrect for 2024. After the election in the UK and the US, investors seem to be much more optimistic about the S&P 500 than the FTSE 100. But Steve D thinks this could be a mistake going into 2025. Steve W has an eye on Diploma to outperform in 2025. The stock has lost some momentum recently, but can it get back to high growth and get things moving again? REITs have been one of the weaker sectors in a generally strong year for S&P 500 stocks in 2024. Steve D is betting on this changing in 2025, though, as the index as a whole falters. Palantir has been signing up US businesses all over the place and the stock has responded accordingly. Steve W, however, thinks it’s just getting started with a $170bn market cap. In the UK, Wise has been going from strength to strength. And with its market cap just starting to creep above where it was at its IPO Steve D thinks it could be an acquisition target. Steve W is going out on a limb with his acquisition prediction. McBride is a UK company that mostly does white-label cleaning products with a couple of brands – could anyone want 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 6:49 NEW YEARS RESOLUTIONS 12:33 REVIEWING PREDICTIONS PT1 18:07 REVIEWING PREDICTIONS PT2 24:24 REVIEWING PREDICTIONS PT3 30:21 NEW PREDICTIONS PT1 39:56 NEW PREDICTIONS PT2 50:08 NEW PREDICTIONS PT3 ► 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 ...
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    1 hr and 3 mins
  • Did We Beat The Market?

    Did We Beat The Market?
    Dec 22 2024

    ► 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 value traps is Steve W hoping to avoid in 2025? Find out on this week’s PlayingFTSE Show!

    It’s Christmas! (Nearly.) And we have our roundup of the year along with the most interesting things that have been happening this week.

    Shares in Novo Nordisk have gone through the floor(-disk), but Darden Restaurants is doing well. This could be good news for US obesity – and Steve D has the details.

    A growth stock with revenues going down has caught Steve W’s eye as well. It’s FTSE 100 distributor Bunzl – could a 7% drop in the stock be a buying opportunity?

    It’s time for the PlayingFTSE 2024 Quiz. The score to beat is 8/13 and it’s about the S&P 500, but it isn’t as easy as it looks.

    It’s about which segments have outperformed and which have faltered in 2024. With Nvidia and Palantir both in, surely tech has outperformed… right?

    2024 has been an interesting year for Steve W. He’s underperformed the S&P 500 – but only just. Some solid stocks have been dragged by one or two losers.

    At the end of the year, his portfolio has interesting tilt towards commodities, including (but not limited to) oil. But is now the time to be buying in there?

    Steve D’s portfolio has underperformed this year, but there have been some great moves. And not just on the buy side – a sell of D.R. Horton now looks very smart.

    As 2024 ends, his healthcare stocks have an interesting balance to them. But what’s going to be different about the plan for 2025?

    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

    1:50 WE’RE HAVING A BREAK

    6:06 NOVO LIGHTENS INVESTOR POCKETS

    12:59 BUNZL

    16:17 DARDEN RESTAURANTS

    20:53 STEVES SECTOR QUIZ

    27:23 STEVE W’s PORTFOLIO REVIEW

    42:04 STEVE D’s PORTFOLIO REVIEW


    ► 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 4 mins
  • The Eurobox, Vanguard & Googles Quantum Leap!

    The Eurobox, Vanguard & Googles Quantum Leap!
    Dec 15 2024
    ► 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 links Sartorius, Novo Nordisk, and Svenska Handeslbanken? Find out on this week’s PlayingFTSE Show! It’s a very unusual week this week on the podcast. Both the FTSE 100 and the S&P 500 are down BUT THE STEVES ARE NOT – THEY’VE BOTH OUTEPERFORMED. Steve W has been looking at big tech for this week’s quick news roundup. Google has a quantum computing chip (good luck with that) and Amazon is getting into car sales (good luck with that, too.) In Steve D’s news, Adobe beat earnings but the stock fell and Vanguard has announced some changes in its pricing structure. One is much more impressive than the other, but is Steve about to do anything? The main bit of this week’s show, though, is our Eurobox. Following last week’s UK edition, we’re having a go at 30 stocks (15 each) from Europe (and Switzerland because otherwise it’s too hard for Steve W). ASML, Adyen, and Dassault kick off Steve D’s contribution. Two of those will be very familiar to regular listeners, but the third is an impressive French software company we’ve not discussed before. Differentiated consumer products have been a theme for Steve W this year. And he’s got his eye on Inditex (fashion), Adidas (apparel), and Essilorluxottica (sunglasses) as stocks to consider buying. Steve D’s healthcare trio are Alcon, Argenx, and Lonzo. All have strong competitive positions and impressive growth prospects, but they cover different parts of the pharmaceutical industry. One thing Europe does well is luxury goods and Steve W is on the case. Ferrari is one of the most recognisable brands in the world, but he’s also adding Porsche and Pernod Ricard to the mix. A semiconductor equipment company, a consulting firm, and an infrastructure specialist make up Steve D’s industrials. They’re all based in Europe but each one has a global reach. Steve W’s also on the industrials. He’s sticking to his preferred theme of aircraft building with Airbus and Safran, but there’s also a medical equipment company in there, in the form of Carl Zeiss Meditec. When Steve D thinks of tech, he thinks of Spain. And joining Amadeus IT in this part of the Eurobox is Dutch stock exchange Euronext and private equity operation Groupe Bruxelles Lambert. Companies with a cost advantage really get Steve W going from an investment perspective. And with Ryanair, Basic Fit, and Dino Polska, two out of three isn’t that bad… Nemetschek, bioMérieux, and Redcare Pharmacy are stocks that almost nobody has heard of. But Steve D thinks a closer investigation explains why they’re worth their place in the group. Steve W’s taken a look at Novo Nordisk, Sartorius, and Svenska Handelsbanken. Strong companies all three, but good luck finding a theme that ties them together. And that’s the lot for the Eurobox. Steve D’s carefully selected his and Steve W named every stock he could think of – but neither of them listed LVMH! All that’s left is to name our top two individual choices and a joint favourite for additional weight. These are Adyen, Dassault, Ryanair, and Svenska Handelsbanken, and the joint choice is Novo Nordisk. 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 06:38 GOOGLES QUANTUM LEAP 13:20 ADOBE EARNINGS 17:08 AMAZON CARS? 22:18 VANGUARD NEWS 27:14 EUROBOX INTRO 28:29 EUROBOX SET ONE! 35:22 EUROBOX SET TWO! 42:11 EUROBOX SET THREE! 48:31 EUROBOX SET FOUR! 56:03 EUROBOX SET FIVE! 1:02:59 BEST FIVE! ► 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 ...
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    1 hr and 6 mins
  • The Britbox - Can This UK Focused Pie Beat the Market?

    The Britbox - Can This UK Focused Pie Beat the Market?
    Dec 8 2024
    ► 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: When is Steve D’s birthday? Find out in this week’s PlayingFTSE Show! The show has a different feel this week. We’re finally giving the people what they want – a Trading212 pie with 30 of our favourite UK stocks. Steve W has gone back to underperforming this week after beating the major indices for two weeks running. Fortunately, though, Steve D has been pushing things forward for the team by beating everything by an absolute mile. The quick roundup this week features a bunch of companies with blue logis. Steve W has been looking at Intel and Five Below – two stocks enjoying sharply contrasting fortunes. Steve D’s attention this week has been caught by Salesforce, which is starting to gain some AI credibility and Okta, which is performing well. But should investors buy either stock? This week’s show is all about the Britbox – our top 30 UK stocks to go into a Trading212 pie. We’ve also got our top overall pick and two more of our individual favourites. AB Dynamics, Ashtead Technology, and Judges Scientific are Steve D’s picks from the AIM. Two that we haven’t seen before on the show – but could there be some real potential here? Steve W also has an unfamiliar name to the show – FTSE 250 components company Senior. Also on his list are filtration firm Porvair and deep value turnaround Dowlais. Steve D’s UK fintechs include Wise, Mony Group, and XPS Pensions. The last of these might not be familiar to viewers of the show, but could the upcoming pensions change be a big catalyst? Among Steve W’s favourite consumer-facing businesses are J.D. Wetherspoon, Games Workshop, and A.G. Barr. An idiosyncratic choice here – can the UK’s cheapest pub chain really raise prices? Regular viewers might not be surprised to hear that Bloomsbury, Greggs, and Rightmove make Steve D’s list of stocks for the Britbox. But should he be more excited about reading Sarah J. Mass for the first time?. Steve W’s three are acquisitive growth stocks. Bunzl (distributor of consumables), DCC (a new one for the show) and Diploma (industrial components) make his list for the pie. Spirax Group has had a rough year. But it’s in Steve D’s list for the Britbox along with FTSE 250 industrial Renishaw and Vistry – a FTSE 100 housebuilder Steve W’s been talking about. Rentokil, Experian, and Admiral are Steve W’s choices. The running theme is supposed to be things with strong moats and long-term growth prospects, but do these fit the bill? FTSE 100 miner Glencore leads out Steve D’s final set of three for the Britbox. It’s joined by Barclays – the UK’s leading investment bank – and NatWest, which has done very well this year. Steve W also has a miner and unsurprisingly it’s Anglo American. A long-term copper thesis is behind this one and the remaining places in Steve’s side are filled by Diageo and Croda International – obviously. That only leaves to picks and the supporting cast still to be decided. 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 4:30 SHOW UPDATE 8:02 INTEL 13:00 SALESFORCE 15:36 FIVE BELOW 19:14 OKTA 21:14 BRITBOX INTRO 22:51 AIM / SMALL CAPS 30:01 FINTECHS / MID CAPS 37:20 FTSE 350 PART ONE 43:37 FTSE 350 PART TWO 50:44 FTSE 100 58:28 OUR FAVOURITES ► 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://...
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    1 hr and 3 mins
  • Two NEW Stocks For Your Watchlist!!

    Two NEW Stocks For Your Watchlist!!
    Dec 1 2024

    ► 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 (probably) played cricket against Rupert Grint? Find out on this week’s PlayingFTSE Show!

    As the stock markets continue to climb, both Steves have seen their portfolios this week. Investing isn’t about what happens in any one week and higher prices make it harder to find stocks to buy, but there’s something nice about seeing a portfolio climbing.

    There’s a lot to get through in this week’s quick news. Steve D has a surprise stat from the London Stock Exchange, some antitrust news from Microsoft, and Crowdstrike’s latest earnings update.

    Steve W has been looking at an unscheduled investor letter from Warren Buffett and Anglo American doing addition by subtraction. But could there be even more to come with the takeover timer running down?

    It’s been a while since we’ve talked about Dr. Martens on the show and the stock hasn’t done very well since then. But it snapped 30% higher over the last two trading days after an earnings update that was… not great.

    Sales are down 18% and end markets in the US are still weak, but falling debt and lower costs have investors feeling good about the stock. With the stock still 20% off its January levels, is the turnaround on?

    Steel Dynamics is a stock Steve D has wanted to talk about for ages, but the news has been getting in the way. Lower costs than competitors in an industrialised US appears to bode well for the steel and aluminium producer.

    At 13 times earnings, the stock isn’t obviously expensive and the election result has been driving the stock higher. But is the share price still in Steve’s buying range?

    Dowlais is a stock Steve W has wanted to talk about for ages, but the news has been getting in the way. It’s an unusual one for the show as it’s not the company’s long-term prospects Steve has been looking at.

    The share price has been falling like a stone over the last 18 months and the stock is at less than a third of the company’s book value. With plans to spin off a division and start realising that difference, there could be an early payday in store…

    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

    5:22 QUICK MERGERS

    10:39 BUFFS LETTER

    14:40 MICROSOFT

    18:11 ANGLO AMERICAN

    21:29 CROWDSTRIKE

    25:55 DR MARTENS

    39:27 STEEL DYNAMICS

    53:29 DOWLAIS


    ► 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 6 mins
  • Google, Nvidia & The Best Performing FTSE 100 Stock

    Google, Nvidia & The Best Performing FTSE 100 Stock
    Nov 24 2024

    ► 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 setting up their own Patreon? Find out in this week’s PlayingFTSE Show!

    In a relatively quiet week for stock market news, a few big things stood out. And Steve and Steve have been looking at them quite closely.

    For this week’s quick news, Steve W has two versions of the same story: FTSE 100 growth stock with double digit growth. But Halma went up and Diploma went down – why?

    Steve D has been looking at Palo Alto and NanoX – a couple of blasts from the past. One has been off to the races while the other is hanging on, but could there be an opportunity?

    The Department of Justice has asked that Google be instructed to sell off Chrome – and potentially Android as well. This time it’s not just a fine from the antitrust regulators.

    Both Steves are taking this seriously, but how big of an issue will it turn out to be? Steve D owns the stock and he’s be thinking about how this might all end up.

    3i isn’t a stock we’ve talked about before, but it’s the FTSE 100’s best performer of the last decade. Steve W has been taking a closer look and finding an interesting business.

    It’s a private equity firm with a difference. And with a big stake in a fast-growing discount retailer, could it be something worth investing in?

    Nvidia reported earnings that the market wasn’t thrilled by. But they were strong nonetheless, with plenty of growth across the board.

    A slip in the share price brings the stock down to 55 times earnings. With this set to double again next year, could there still be time for investors to get in?

    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

    5:46 PALO ALTO

    10:25 HALMA

    13:19 NANO-X

    19:28 DIPLOMA

    24:00 GOOGLE BREAKUP

    38:19 3I STOCK

    50:46 NVIDIA


    ► 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 3 mins
  • Spotify, Shopify, Crodaify and Newsify

    Spotify, Shopify, Crodaify and Newsify
    Nov 17 2024

    ► 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 been hiding behind Steve D’s closet? Find out on this week’s PlayingFTSE Show!


    In a week where the Trump rally started to unwind and the indexes are down, Steve and Steve have had contrasting fortunes. Who’s been outperforming everything (for once)?


    There’s a lot in this week’s quick news section. Steve W has been looking at a mixed report from B&M, a decent one from Tencent, and news of a change in the UK pension industry.


    Steve D has news from Disney, Nubank, and The Trade Desk. Positive reports have stocks moving higher, but is now the time to be buying into any of them?


    We’ve said before that Netflix is the last subscription that people seem to want to cut. But Spotify might have something to say about that.


    The company’s latest earnings report looks strong, with plenty of scope for earnings growth as profits start to come through. Steve D sold this a lot lower – is it time to come back to it?


    Croda International continues to fall with the news of RFK Jr.’s appointment as health minister. But trading at metrics not seen since 08/09, is it finally in buying range?


    That’s the question Steve W has been considering. The latest earnings report was quite positive, but the market seems to have shrugged that off and the stock is back down again.


    Shopify’s share price has been all over the shop, but its business is going well. Profits are increasing rapidly, but there’s revenue growth as well for investors to consider.


    The stock might look expensive at first sight, but it’s a long way from where it was five years ago. Time for Steve or Steve to take a closer look?


    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

    5:58 PENSIONS NEWS

    9:26 QUICK NUBANK

    12:10 QUICK TENCENT

    17:24 QUICK THE TRADE DESK

    21:52 QUICK B&M

    26:06 QUICK DISNEY

    30:40 SPOTIFY

    40:48 CRODA

    50:52 SHOPIFY


    ► 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 4 mins
  • Mastercard, Wise & An Incredible Year for Palantir

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

    ► 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.


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    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!)


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    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