Podcasts about steve d

► 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 did Steve W meet this week? Find out on this week's PlayingFTSE Show!In a shortened week as we record early, Steve W has outperformed the FTSE 100 and the S&P 500. And Steve D has outperformed Steve W.Warren Buffett is handing over the leadership of Bekrshire Hathaway at the end of the year. But will having Greg Abel in charge make any difference?Steve W thinks so. A more hands-on approach to the company's subsidiaries could generate better operating results, but it might make it harder to use that big cash pile.Disney shares have been rising after an impressive set of earnings. Subscribers in the streaming division are growing and there's a new park on the way in an unusual location.That's a surprise given the way Snow White has gone at the box office and the state of the US economy. Steve D has the details. UK retail has been terrible this year. But Steve W thinks there might be some signs of recovery on the way. Same-store-sales at B&M have been deteriorating less quickly and JD Wetherspoon has recently posted some strong results. So could this be time to consider buying?MercadoLibre has been growing impressively on all front. Its e-commerce division, payment platform and delivery network are all reaching new highs. It's the one that got away for both Steves, but we keep talking about it on the show to remind ourselves of what not to do. But who made a bigger mess of this?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 WEEKS7:10 BERKSHIRE & BUFFETT23:23 DISNEY40:46 UK HIGH STREET UPDATE55:02 MERCADO LIBRE► 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! 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 has more than one internet provider? Find out on this week's PlayingFTSE Show!Steve W has outperformed the indexes this week, but has Steve D? That's a complicated question that depends on exactly when we're talking about.The Amazon share price is treading water on a day the S&P 500 is climbing. But was the slowing growth in AWS from the latest earnings report really much of a problem?Free cash flow has been negative, but the company investing might be a good thing in the long term. But in the short term – what about tariffs and building inventories?Apple shares have been falling after the company's quarterly earnings. Services growth slowed and the company is moving its manufacturing to Vietnam and India. That means the nonsense about a $3,500 iPhone isn't – in all likelihood – ever going to be a reality. But in terms of innovation, investors are really looking for the next thing.Duolingo is an odd business. But the stock has been a terrific investment and the share prices is up over 20% in a day after the firm's most recent earnings report. Steve W is confused by the business – impressed, but confused. Steve D, though, thinks that a move beyond languages into some other educational areas could be a big winner.Senior is in the Britbox, but we've never really talked about it on the show. And It's a firm that's in transition at the moment as it divests one of its operating divisions.That could boost profits and long-term performance. But Steve W said last week that it doesn't seem like a great time to be doing divestitures right now…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 WEEKS6:11 AMAZON26:35 APPLE40:53 DUOLINGO55:22 SENIOR► 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! 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 dusting off their cricket spikes – and who hasn't? Find out on this week's PlayingFTSE Show!Contrasting fortunes for the Steves this week. Steve D has outperformed and Steve W has missed out – but the game has a long way to run yet for both our investors. Alphabet's latest earnings report was incredibly impressive, but the stock market has largely shrugged it off. Why?Could it be because the firm is losing antitrust cases and investors are worried about a potential breakup? Steve D has been looking for ancient wisdom to figure out what to do.We don't talk about Tesla often, but Steve W thinks things have got interesting recently. Thet latest earnings were terrible, but that's not it.It looks like Elon Musk might have managed to clear the way for regulatory approval for robotaxis. So could this be the key moment?Intel has been outperforming expectations recently. But it's been doing it with flat sales and negative earnings per share. Can the new CEO turn things around and get the foundry business selling to a company not called Intel? That's probably the big question… but also: what's Pat Gelsinger up to?Steve W has been into DCC shares recently. But it's just sold its healthcare business for less than analysts had been hoping for it to.The stock is down as a result, but is there a bigger lesson for investors? Admiral and WH Smith have also struggled to get good prices for divestitures recently…Tariffs and falling oil prices have been making life difficult for Enphase recently. But could it be a good time to consider buying the stock?The situation is dynamic and volatile and that makes things hard for the company. That, though, might mean things could start getting a lot better very quickly.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 WEEKS6:36 ALPHABET19:46 TESLA29:55 INTEL39:44 DCC49:17 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.

► 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:After a two-week break, we're back! Did we miss anything? Find out on this week's PlayingFTSE Show!The new financial year is off to an uninspiring start for both Steves. In the last week, both have underperformed the FTSE 100 and the S&P 500.It's that time of the quarter when we talk about Netflix and how well it's done. And it's put up strong numbers on the top and bottom lines with a positive outlook to go with it.Steve W, though, has been thinking about the company's move to shift away from disclosing its subscriber numbers. And Steve D has some other risks in mind.ASML shares took a bit of a hit this week after the latest earnings update. But while the short term is uncertain, investors would do well to look at the bigger picture.Steve W is interested in potential competitors. So Steve D is taking the opportunity to remind us of this company's moat and how difficult it is to displace. Shares in Wise are now back to where they were when the stock first launched on the public markets in 2021. But the company makes a lot more money these days.It's got a much stronger competitive position, too. But what is Steve D's big fear about the stock moving forward from an investment perspective?Sartorius shares have been climbing steadily recently. Before that, though, they spent a good couple of years going the other way at quite a rate.It's been an interesting week for the company, though, with Eli Lilly launching a new anti-obesity treatment. So is this a smart way to invest around that theme?Shares in FTSE 100 distributor Bunzl fell 25% in a day after the company's first quarter update. Steve W thinks the report isn't good, but the response is an overreaction.Contracting margins and the loss of a key customer are never positive signs. But the guidance for the full year isn't obviously 25% below where it was before.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 WEEKS4:37 NETFLIX19:40 ASML31:43 WISE43:22 SARTORIUS53:52 BUNZL► 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/► 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! 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 picked the wrong week to go on holiday from a podcasting perspective? Find out in this week's PlayingFTSE Show!This show was recorded on March 30th. Fortunately, not much happened in the last week or so…It's time to look back at what we've bought over the last three months and how our portfolios have fared. Steve D's up first.There are some obvious discounts in some of the REITs Steve owns and Amazon is looking like it's come down a lot. So is the plan to go buying on the latest dip?Steve W has been diving into AIM stocks in the last three months. So far, that hasn't been a success, but it's still early days for those particular investments.New positions in Celebrus and Tristel stand out alongside some other less imaginative investments. But what's the plan for the next three months?Steve D has been busy on the selling side as well. Pfizer and Diageo have gone entirely and Progyny and Disney have been reduced after some well-timed buys.It's surprising how much some big and well-established firms have been struggling lately. But Rightmove has also made its way out of Steve D's portfolio for a different reason.Unimaginatively, Steve W has made three sales in the last three months. One was Citigroup (which looks brilliant) and another was Dowlais, which looks… ok.The other one was Primary Health Properties and that looks like a mistake. The stock is about where it was when Steve sold it, but he's made a bit of a mess of his calculations… Around three months ago, we started a portfolio of UK stocks and a portfolio of European shares. And the European investments have made a decent start. There have been some outstanding performances, especially from the likes of Carl Zeiss Meditec. But which of the Steves has been contributing more?With the UK shares portfolio, there's a familiar theme. Barclays, NatWest, and Admiral lead the way after a strong first quarter for financials stocks. Bringing up the rear is Greggs – obviously – which has had a terrible 2025 to date. But what else has been faltering along with the FTSE 100 food chain?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/playingftseThere 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 WEEKS5:03 STEVE D BUYS21:30 STEVE W BUYS34:00 STEVE D SELLS44:00 STEVE W SELLS56:10 EUROBOX & BRITBOX UPDATES► 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► 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! 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 adjusting numbers this week? Find out in this week's PlayingFTSE Show! It's been a short week between recordings. But there's still plenty of time for the Steves to have been making portfolio moves and paying attention to stock market news.The Spring Statement this week brought some interesting news. In the short term, growth is set to fall and inflation is set to rise, but is there anything positive to report?Steve W finds the Chancellor sticking to her principles and looking to keep borrowing under control admirable. But it's hard to be that positive about the UK at the moment.It's been a few weeks since Steve W talked about Associated British Foods. But we've had a request from a listener to take another look. The company is driven by Primark, which has performed poorly recently. At the moment, though, it's trading at a price that might well reflect this – so is it a buy?Shares in Vistry fell sharply this week when the company's latest trading update turned out to be… as bad as everyone expected. But they weren't obviously any worse.Steve D has the news and still has a positive view on the business. With the stock down, the ongoing share buybacks could be about to make a big impact on the stock…Cohort is a military technology conglomerate that we haven't talked about on the show before. But Steve W has been looking and thinks there's a lot going for it.With the UK government set to increase its defence spending, the company stands to benefit. The share price, though, is up over 100% over the last 12 months, so is it too late?Shares in Ashtead Technology have been rising after the company's latest trading update. Steve D has the news and it's very impressive. Revenues and profits are up and they're up by a lot. So with the stock at a P/E ratio of 15, is Steve W about to let this one slip away?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!)► Timestamps:0:00 INTRO & OUR WEEKS5:10 SPRING STATEMENT18:20 ASSOCIATED BRITISH FOODS29:40 VISTRY38:55 COHORT50:35 ASHTEAD TECH► 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! 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 a gravel bike made of? Find out in this week's PlayingFTSE Show! Contrasting fortunes for the Steves in the stock market this week. One has had a stellar week, but the other has had a more difficult time. Beeks Financial Cloud is a new one for this show and we've had a request from a viewer to talk about it. But could low latency mean a big opportunity? The company has a strong position in an interesting niche. And it's signing up customers from all the big exchanges, meaning there could be a lot more growth to come. JD Wetherspoon is the reason Steve W's portfolio has underperformed this week. And the company's latest report was something of a mixed bag. Like-for-like sales came in higher than the industry average over the last few months. But the market is interested in costs right now – and they're up for the FTSE 250 pub chain.Bloomsbury has come a long way in the time we've been looking at it. And it's reached the stage where the price-to-earnings (P/E) ratio has come back down to around 13. Steve D's been looking at the author roster and Steve W's been paying attention to the academic side. Is there anything there to convince them to get buying again?Steve W promised a REIT, so here's Tritax Big Box. The stock comes with a 5.4% dividend yield company owns and leases warehouses and industrial distribution centres.REITs can often find growth difficult, but net rental income is up 24% compared to the previous year. So why is Steve not so convinced by this one?The stock market liked the latest results from Judges Scientific and so did Steve D. Steve W didn't, though, a revenue drop is enough to leave him disappointed. There's a lot of scope for growth from this one and investors should think about whether they can look past a cyclical downturn. And it looks like they are, with the stock going up…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/playingfts► Timestamps:0:00 INTRO & OUR WEEKS5:18 BEEKS FINANCIAL18:19 JD SPOONS30:45 BLOOMSBURY  41:07 TRITAX BIG BOX51:06 JUDGES SCIENTIFIC► 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! 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 of Steve W's stocks are up this week? Find out in this week's PlayingFTSE Show!The S&P 500 has officially entered correction territory this week and the Steves have both seen their portfolios falling. But what should investors do in this kind of situation?Both Steves have plans for making it through a downturn. And they're sharing some of the ideas they've developed over the last few years this time out. Shares in Adobe have taken a big fall this week. As a result, they're trading at a P/E ratio that they haven't reached in the last five years and Steve D has been taking a look. The company feels like it's going to be relevant for a long time and it has some terrific economic properties. But is AI a threat or an opportunity for the business?Steve W has a new small-cap UK stock to take a look at. It's Tristel – a manufacturer of some high-powered hospital disinfectant products. The company is planning its move into the US. And with the stock down 25% since the start of the year,  it comes with a growing dividend that starts at an attractive 4.5%. It's been a while since we've looked at Docusign on the show. But the company has been moving forwards nicely in that time. The firm has established a strong position in the digital signature business, but could it be anything more than this? Steve D has been checking this one out.Steve W has been looking at a REIT in the care home sector. An 8.5% dividend yield in an industry where demand is set to stay strong for some time is an attractive proposition.The trouble is, it's now up 33% because it's been acquired. This isn't the first time this has happened in the last few weeks – so is UK real estate the place to look to find value?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 WEEKS6:03 TIPS TO DEAL WITH CORRECTIONS AND CRASHES24:05 ADOBE34:41 TRISTEL47:35 DOCUSIGN59:47 CARE REIT► 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! 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 website is Steve W about to go on? Find out on this week's PlayingFTSE Show!It's been a tough week in the stock market, especially in the US. And neither Steve D nor Steve W has been having a good time of things. Crowdstrike shares have been falling recently. Could this be the result of last year's outage coming back around to haunt the company?The stock roughly back where it was before the big drop and Steve D has been taking a look. There's still a very good business with some strong customer retention here…FTSE 100 distribution company Bunzl has been catching Steve W's eye. Revenues for 2024 are down, but this was known about and the share price has fallen on the latest news.There's around 7% of the market cap in free cash to deploy each year. And if it can't be used for growth, it's coming back as dividends and buybacks.MongoDB is a stock the PlayingFTSE Show has been looking at for a while. And it took an almighty hit this week, with shares down over 30%. The reason is a weak outlook for the next three months, but the company has been known to guide low and then work higher before. Steve D has been checking this one out.Despite full year revenues being up 11%, shares in Greggs fell sharply this week. This doesn't seem to make sense, but Steve W thinks he can see what's going on. The latest news is that trading conditions are tough right now. But with the company set to increase its store count by 5% this year, could it be a bargain at today's prices?Transmedics has been the subject of a short report recently and the stock is down further after its results for the last year. But the business is well ahead of the competition.Steve D has been on this one for a while and is impressed by the company's response to the allegations from Scorpion Capital. So could this be his moment to buy?► 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 WEEKS4:20 CROWDSTRIKE16:42 BUNZL27:26 MONGODB43:36 GREGGS57:27 TRANSMEDICS► 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! 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 has Steve D done this week? Find out on this week's PlayingFTSE Show!The FTSE 100 is up, the S&P 500 is down. But what have the Steves done?Again it's a mixture of new and old and some new shares for the watch list. And we're really excited about some of the things we've been finding.Nvidia put up another strong result, but the market seemed uninspired. The stock dropped significantly, despite impressive growth in sales and profits. With the next Blackwell already on the way, the shares are now trading at a forward P/E of 21. Is that low enough for one of the Steves to take an interest?Celebrus Technologies is a new stock for us. But Steve W has been looking at it and he very much likes what he sees.It's got good recurring revenues, a price tag that doesn't look too bad – and even a dividend! But will being listed in the UK count against it with investors?Who needs Amazon as a customer? Not Progyny – the reproductive assistance stock has shrugged off the loss of a big customer.It's a setback, but revenues are still growing and the outlook for the company is largely the same (just a year behind). The share price rose then fell – quickly – so is this time to buy?Rolls-Royce is now well past Covid-19 recovery. But the company is still posting strong growth and it's offering impressive guidance for the next few years. The stock climbed 20% on the news, meaning there's a lot priced in. But there are also lots of growth avenues…  Steve D has been looking at Lantheus - a promising healthcare company . It's a stock that's been working higher over the last few years but there could be more to come.Pylarify is the thing investors are typing into Google. But there's a lot more in the pipeline for them to be taking note of over the next few years.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 WEEKS6:36 NVIDIA EARNINGS20:45 CELEBRUS31:09 PROGYNY42:18 ROLLS ROYCE51:21 LANTHEUS► 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.

Steve D, Euan and Tom B go through a much needed 3-0 home victory over Barrow, with an injury hit youthful side showing what they can do.The women's team were in action at FC United of Manchester on Sunday.We look ahead to Chesterfield coming up on Saturday, helped by Matt from Spirites Writes.We end with a look back at last week's fans forum.As ever if you'd like to help with the running of the podcast then please click the link www.buymeacoffee.com/therailwaymen Hosted on Acast. See acast.com/privacy for more information.

► 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.

► 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.

Your mind either perceives a world of scarcity or a world of abundance. Shifting your paradigm to prosperity consciousness opens new vistas of possibility, feelings of confidence and peace, and actions to create the life you choose to live. Steve D'Annunzio joins host Paul Scheele on this episode of the MINDTRX podcast, showing you how to make the shift to a prosperity paradigm that can change everything. Steve D'Annunzio is a life coach and spiritual teacher who helps people access their higher self so they can live more joyful, productive lives. Using prosperity principles, mindfulness training, sacred sound, personal mentoring, spiritual maps, caring questions, and an insatiable love of people, he helps people co-create a path to live their soul-purpose. Learn more and connect with Steve at www.MissionDrivenAdvisor.com. Paul Scheele, PhD, is an acclaimed innovator within the fields of neuro-linguistic programming, whole mind learning, preconscious processing, and accelerated learning. As co-founder of Learning Strategies, he has designed and developed over one hundred programs to stimulate personal and professional success, including the Paraliminals on the MINDTRX app. Others include “PhotoReading at 25,000 words a minute,” “Genius Code,” “Abundance for Life,” and “Future Mapping.” Paul guides people to meet critical challenges in their own lives as well as the world. And he helps them achieve extraordinary results in their relationships, work, finances, health, and spiritual well-being. He is the author of “PhotoReading,” “Natural Brilliance,” and “Drop Into Genius.” Learn more about Paul at www.LearningStrategies.com, www.MINDTRX.com, www.YouTube.com/LearningStrategies, and www.Facebook.com/LearningStrategies. To comment or ask a question about this episode please go to our channel on YouTube at https://youtu.be/cA03GAcymNs.

► 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 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! 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 playing FC25 in Bolton Wanderers mode? Find out on this week's PlayingFTSE Show! Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?  A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market? J.D. Wetherspoon's has released its latest trading update and Steve W thinks it's… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.  The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions? From the AIM, Steve D's investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.  Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that's not enough to set the stock off, though… is it? We haven't talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.  It's in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits. Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It's heavily exposed to some promising trends that are emerging, but it's cheap right now. With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now? Steve W has been looking at the latest results from Associated British Foods. It's underwhelming across the board, but especially when it comes to Primark.  Despite this, the stock looks cheap right now. And it might be that the retailer's results – disappointing as they are – could justify the entire market cap by itself… We're always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world's leading streaming platform.  Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock? 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 7:05 MONZO IPO 12:20 JD WETHERSPOONS 17:32 ASHTEAD TECH 23:00 SPECTRIS 28:25 PROLOGIS 35:39 PRIMARK AND FRIENDS 48:33 NETFLIX ► 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! 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 doing the financial equivalent of untangling Christmas lights? Find out on this week's PlayingFTSE Show! Both the FTSE 100 and the S&P 500 have done well this week. But one of the Steves has one better than both – which one is it? On the subject of investment returns Trading212 – our sponsor on this show – have changed the way their platform shows returns. It's going to be money-weighted from this point on.  This matters for investors trying to work out whether or not they've beaten an index. And Steve D has a neat farming analogy to sort it all out for those who are wondering why… Freetrade really ought to have been Steve D's worst investment. It's a private company so quotes aren't available so often, but shares were valued at above £9 at one point. Unfortunately, the firm has just been taken over at £1.19 per share. That's a big decline and there's no way back from here – so why isn't Steve bothered by this? Diploma's latest update is out and Steve W's been taking a look. It's hard to see what the market thought of it, since it came out on the same days as some positive UK inflation data. Organic revenue was up 7% in the most recent quarter and total sales are 12% higher. But with no change to guidance is this really a reason for the share price to go higher? Vistry shares have been under pressure recently, with cost issues in its South Division. The stock rallied sharply this week, though, as the most recent report seemed reassuring.  Steve D has been taking a look and thinks things look encouraging. With the firm having impressive protection from the volatile UK housing market, is there a buying opportunity? After its latest trading update, Games Workshop saw its share price fall this week. But the report was fairly strong, aside from some uncertainty around tariffs and inflation.  The stock had been rising before, though, and the latest drop brings it back to around 25 times earnings. With its capital return policy, Steve W thinks this looks reasonable.  Wise has been going from strength to strength, but the market hasn't been buying it. But it's our top pick for the Britbox, so Steve and Steve have both been taking a look.  The take rate was lower in the last three months, which is probably what investors don't like. But is this the company taking a hit to its profits or extending its competitive advantage? It's earnings season again. As usual, Steve W has been on the case with the US banks and he's been checking out investment banking, interest income, and loan loss reserves. The news is positive across the board, which gives someone with Citigroup as his largest investment a bit of a dilemma. What's a Steve to do? TSMC has also been putting up some impressive results lately. And with huge margins (for a manufacturer) and impressive growth, is it showing that Warren Buffett made a mistake? Steve D has a fun idea about what might happen between the company and Intel. But is there a case to be made for buying the stock right now? 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 6:56 HOW MWRR WORKS 16:39 FEETRADE ACQUIRED 23:21 DIPLOMA 26:44 VISTRY 31:22 GAMES WORKSHOP 36:05 WISE 43:14 US BANKS 55:53 TSMC ► 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! 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 does a soup made of Irn Bru and gammon taste like? Find out on this week's PlayingFTSE Show! It's been a very mixed week in the stock market this week, with the FTSE 100 up but the S&P 500 down. But has which Steve has managed to stay ahead of both of them? The UK government has announced an investigation into the LISA to kick off 2025. But it's not yet clear what's going to change – the withdrawal costs, the house limit, or everything. Steve W has a LISA, Steve D does not. But what's the point of them when there are SIPP opportunities for UK investors with cash to invest for the long term?  Greggs has reported earnings this week and Steve W is confused. He didn't see this as a strong quarter with like-for-like sales weak from a company that's supposed to be resilient.  Everyone else seems to think otherwise, though. But they don't seem to be willing to buy the stock at the moment – so maybe it wasn't such a good report after all.  Christmas is now in the books and it's time to look at who did what on the retail front. Steve D's been looking at Tesco, Aldi, and Asda to see where people have been shopping.  The truth is, it's not really Asda. But Tesco looks like it continues to go from strength to strength, defending its market position well against the discounters.  B&M is another stock that fell sharply this week. But with a £151m special dividend and revenues continuing to grow, does a declining share price make any sense at all? Steve W thinks it does. A dividend cut and declining store performance doesn't paint a good picture, but the stock might be worth a look after losing another 11% of its market value. Who wants to buy bonds? Quite a few people, actually, but not enough to stop UK borrowing costs hitting their highest levels in over two decades.  Investors might be tempted to take a look at a very low-risk investment. But Steve and Steve are more interested in the implications for UK stocks… 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 6:50 LISA BEING REVIEWED 13:41 GREGGS 20:07 WHO WON XMAS 33:27 B&M EUROPEAN VALUE 44:52 GILTS - THE ACTUAL STORY ► 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! 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 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! 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.

► 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 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! 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://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! 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.

► 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.

► 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.

► 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.

► 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.

► 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.

► 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.

► 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.

► 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.

► 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.

► 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 been giving their money to the stock market? Find out on this week's PlayingFTSE Show! It's been a positive week in the stock market and the Steves are both up in their portfolios. But one of them has knocked the cover off things over the last 7 days. In quickfire news we're looking both sides of the Atlantic. US railroad Norfolk Southern has fired its CEO while UK industrial Renishaw has issued a good trading update. There's also been a positive earnings report from Adobe, as inflation starts to approach the FED's target in the US. But how important is this? The Rentokil share price fell 20% this week after a profits warning. And we've had a question from a viewer about whether Steve W still wants to buy this one. It's not been a good peak season for the firm and the integration of its big acquisition is taking time. But at around 18 times this year's earnings, it might be too cheap to ignore… Steve D has been looking at Inditex – a really interesting fashion company that trades on the Madrid stock exchange. The industry has been tough lately, but this looks different. There are signs of a genuine moat around this business that offers some protection from shifting trends. And not being exposed to the US consumer right now also helps… Starbucks has been through a lot lately – both as a stock and as a business. Steve W has been taking a look at the situation and the job facing the new CEO. The company looks like it's in a difficult spot. But can Steve D see a way through the clouds to a brighter outlook for investors? Only on this week's PlayingFTSE Podcast! ► Extra Items: Enjoy My Mug: https://playingftse.teemill.com/product/if-in-doubt-do-nowt-mug/ Renishaw: https://open.spotify.com/episode/3J1tC4n2OXhu5892910abr?si=axKm5i4LTSqTjNJjbPoKpQ ► 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 4:55 Cricket 9:10 Quick Inflation 11:45 Quick Adobe 16:26 Quick Norfolk Southern 19:47 Renishaw Earnings 23:19 Rentokil News 39:52 Inditex 54:07 Starbucks News ► 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! 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: What is spodumene? Find out on this week's PlayingFTSE Show! It feels like the end of the summer in the UK. Steve D is getting ready for a special someone's birthday while Steve W is celebrating with some peanut brittle. This show was recorded on September 5th. The markets hadn't been kind in the run-up to this episode, but it was before things got even tighter on Friday… In quickfire news we're looking at news from the UK and the US. At home, the British ISA is now officially a non-starter and there's a chance Rightmove might be selling up. In the US, some weak PMI data and a subpoena caused Nvidia shares to sell off, while Zscaler had a small dip after some decent earnings. Time to buy, or cause for concern? Steve W's fascination with US freight trains continues. After a discussion of CSX, he's been taking a closer look at their main competitor. Norfolk Southern has had a turbulent few years. But has the PlayingFTSE Show's value investor been a bit too quick to dismiss a former Warren Buffett favourite? Steve D has been looking at a new stock that was mentioned on the Trading212 Forum. Ashtead Technology is an underwater equipment lessor that looks very interesting. The company looks like it can benefit from both traditional and renewable energy. The stock doesn't look expensive and there's a lot to like about the management team, too. Albemarle's share price has had a difficult time since 2022. The cost of lithium falling as electric vehicles fail to take market share has caused the stock to drop a long way. Steve W thinks now might be the time to have a look at the company, though. With some of the best assets in the world, what are the risks investors need to worry about? Only on this week's PlayingFTSE Podcast! ► What We Consumed This Week: Norfolk Southern Article: https://yale.app.box.com/s/d009mv14ictfpeokpixqy6znllq4ay8m ► 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  1:18 Announcement 2:04 Our Weeks 4:04 BISA Gone 7:38 Nvidia Rocked 10:36 Zscaler Results 13:45 Rightmove For Sale 17:26 Norfolk Southern 29:32 Ashtead Technology 45:24 Albemarle ► 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! 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: Why is this not Steve W's favourite time of the year? Find out on this week's PlayingFTSE Show! Steve W is back from holiday and ready to dive into what's been going on in the stock market. There's plenty to talk about and Steve D is ready to go… In our rapid review of this week, we've got four companies to talk about. Bunzl reported strong growth and Crowdstrike seems to be holding up ok after its big outage. Elsewhere, Salesforce looks to be reaching its final form in terms of growth. And Ryanair sent several stocks higher – including its own – with an announcement about winter travel. A few months ago, Steve D asked whether there might be anything from Europe that Steve W wanted to buy. Well there is and it's time to talk about it. Svenska Handelsbanken is a Swedish bank that does things a bit differently to the rest of its peers. It also seems to hold up well in a crisis, so why isn't Steve W buying it yet? Nvidia's latest earnings report indicates yet more strong growth. The market didn't love it, sending the stock down afterwards, but the company's scale is staggering. As well as the hyperscalers, entire governments are throwing cash at Jensen Huang's company. So is the latest setback a buying opportunity at this point for either Steve? Warren Buffett loves the US railroads and Steve W has been looking at one in particular. CSX operates across the Eastern US and produces some steady results. The stock also looks reasonably cheap at the moment. And with better operating margins than Apple or Alphabet, could this be an opportunity that's hiding in plain sight? 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: 4:48 Quickfire Bunzl 7:54 Quickfire Crowdstrike 12:01 Quickfire Ryanair 16:01 Quickfire Salesforce 21:30 Handelsbanken 32:37 Nvidia 47:58 CSX ► 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! 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: What's a Montessori bed? Find out on this week's PlayingFTSE Show! Steve W's been on holiday this week, so this show was recorded on August 16th. Don't worry, though, there's still been plenty to talk about. We're sticking to the globetrotting theme for our quickfire round. Latin American StoneCo is on the list – Steve W made a mess of buying and selling it a few years ago, but how's it doing now? After that, we're off to the Swiss Alps to talk about On Running, the US for an update on Deere, and Uruguay to find out about dLocal. But which, if any, have the Steves been buying recently? Tencent is one of those stocks that people either love or hate, mostly depending on how they feel about investing in Chinese equities. But Steve D has been seeing promising signs from the company. The latest update features decent growth and a widening moat. So the big question for investors is when the value equation becomes attractive enough to offset the obvious risk of the VIE structure. Five Below is a stock that probably isn't on the radar of most UK investors. But Steve W thinks it looks interesting after a big fall since the start of the year. Things have started to look up just recently for the stock, though, so is it too late to buy? With the company exposed to under-pressure consumers in the US, the moment to strike might have passed. As always, we're interested in what's been going on with Monday.com. And as always, it's probably better and more interesting than the attention it gets. It's easy to see why Steve D likes it – the company is growing like a weed and the stock is close to its IPO price. Could that mean there's an opportunity here with investors looking the other way? 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 5:47 Quick On  10:35 Quick Deere  15:01 Quick dLocal  18:37 Quick StoneCo 22:24 Tencent Earnings 33:51 Five Below  47:01 Monday.com ► 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

► 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 do both Steves have in their Fantasy Football teams? Find out on this week's PlayingFTSE Show! After a promising week for share prices, Steve and Steve are looking back on what's been happening. Not inflation, though – that might have been positive, but nobody cares. In our quickfire round this week, we're looking at some old favourites that we haven't thought about recently and some new ideas. We're off to Brazil, Singapore, the US, and the UK. Synthomer is very much in wait-and-see mode, while Warren Buffett's favourite Brazilian fintech Nubank is surging ahead. Walmart is a bit more ponderous and Sea Limited has hit the buffers. We're not just about stocks on the PlayingFTSE Show and Steve D's seen an interesting opportunity to get 10% on cash. There isn't really much of a catch, either, £250 per month and 10% per year. Steve W is quite taken with the product and is about to sign up. But don't miss a really excellent analysis of why this works for all parties from Steve D along the way. Adyen – Steve D's favourite fintech – has had ‘one of those 20% weeks'. It does that sometimes, but this one makes a lot of sense after some impressive numbers as the company is firing on all cylinders. Steve W's particularly impressed at the context around those numbers – with everyone else reporting caution, higher volumes means market share gains. But how much of an opportunity is India going forward? Admiral – one of Steve W's favourite insurers – has seen its share price jump 9%. The UK's underwriting champion of the world has reported higher volumes and widening margins. That'll work in any environment and it translates to higher dividends for investors. With the stock up 9%, though, could it still be a bargain for investors to consider? 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 5:35 Quick Synthomer 9:24 Quick Nubank 13:22 Quick Walmart 16:19 Quick Sea  20:54 10% Savings Account 27:02 Adyen 40:48 Admiral ► 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

► 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 accidentally bought a Cherry Pepsi Max this week? Find out on this week's PlayingFTSE Show! After a massive stock market selloff on Monday, things have largely made their way back to normal. But both the Steves are down plenty enough in their portfolios. That's ok, though, there's plenty to talk about. We've got earnings from the travel sector, a cybersecurity tech business, and a fertility company to talk about. Following the success of our quick-fire round last time, we've got some more. Realty Income's stock hit a 52-week high and Berkshire Hathaway has been selling Apple – Steve W's on the case. Steve D has been looking at Vulcan Materials, Eli Lilly, and Reddit. Something of a mixed bag here, but there are some interesting moves going on. Shares in Airbnb fell 15% after the company's earnings report this week. Steve W thinks the market might be barking up the wrong tree again, though. A slowdown due to weakening travel demand is probably no surprise. But with interest rates about to fall, what effect will that have on the firm's bottom line? Steve D has been looking at Fortinet – and has made a decision based on the latest update. The stock took a huge jump, so is there more to come, or is it time to get out? A closer look reveals some interesting developments after acquisitions. The stock is at a normal-ish forward multiple, though, so how much margin of safety is there? Disney's report was one of two halves – according to Steve W anyway. The streaming division is showing signs of strength, turning a profit a quarter sooner than it was supposed to. The parks division is going less well, though, battling inflation and that weak travel demand we talk so much about. The stock is down again, but is this a buying opportunity? Progyny's shares have been falling and Steve D has been looking at why. There's some pressure from the macroeconomy, but US big tech has more to do with it than it might seem. Is the stock a buy as it falls further? The long-term demand fundamentals are probably still as good as they were, so is the investment thesis from before still intact? 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 7:33 Quickfire Round 30:34 Airbnb 44:22 Fortinet 53:29 Disney 1:05:07 Progyny ► 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

► 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 had an accident with the black treacle? Find out on this week's PlayingFTSE Show! Some weeks, it's hard to know what to talk about on the show because the stock market has been quiet. This isn't one of those weeks. There have been earnings reports coming from all corners and stocks making big moves in either direction. Steve and Steve have a lot on their minds, so here we go. There's a lot that we couldn't look at as closely as we might have, just because there's so much going on elsewhere. But we've made a list and decided to blaze over it all quickly with a headline and a key point. Meta, Intel, Pfizer, Nintendo, and Croda all came out with updates this week. Some were good, some were bad, and one was downright ugly – spoiler: the ugly one was Intel… Amazon's earnings didn't go over well with the market and the stock is falling as a result. Revenues were down due to consumer switching, but the business is showing growth in all the right places. Beneath that, there's an awful lot going on that Steve D has been paying attention to. With a close look at the details of what the company is working on, could this be a buying opportunity for either Steve? Steve W has been looking at Apple. The report wasn't hugely surprising as services revenue grew and iPhone sales fell mostly due to a weak performance in China. These are all themes we've seen before and the stock market seemed ok with the news. But is an iPhone supercycle on the way with the latest AI features ready to be unleashed? Diageo shares went down, then up, then down again after the latest earnings release. Weak performances in the US, Latin America & the Caribbean, and Africa led to a decline in sales. Was this such a big surprise, though? Steve W doesn't think so and Steve D has been taking a closer look at the new CEO's plans to reinvigorate growth across the product range. Shares in Rolls-Royce jumped 10% after the latest trading update. We could talk about LTSAs, flying hours, and small modular reactors – but who cares, the company's paying a dividend. At least, it is from 2025. Steve W has been looking at what this might amount to for shareholders and whether it's worth getting dividend investors excited about future passive income. 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 6:41 Quickfire 24:10 Amazon 43:28 Apple 54:34 Diageo 1:10:18 Rolls Royce ► 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

► 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: Which stock did Steve D sell this week? Find out on this week's PlayingFTSE Show! As the Hundred gets started and the One-Day Cup kicks into action, Steve and Steve are in to talk about about… stocks. Don't worry, there's plenty going on there, too. US tech took a bit of a downturn this week as the latest results from Alphabet came out. The report looked ok, but the stock fell 5% and the rest of the stock market had a bit of a tumble with it. Steve D's been looking at the numbers and thinks things look pretty good in the Cloud division. Steve W's eye, however, has been drawn to another part of the organisation. Ryanair shares fell 20% this week as the company announced Q2 profits almost halving from the previous year. But Steve W thinks this might – weirdly – not be a bad thing. If the airline industry is going to come under pressure, it might well be a case of survival of the fittest. And Ryanair looks like it's built to last in ways its rivals might not be. The Kering share price hit a 7-year low this week. And with Gucci – its flagship brand – going through a tough time, Steve D has been rethinking his investment in the company. Is it a case of thesis busted? Or is this a cyclical downturn that will blow over with a chance to double down on the stock at a bargain price? Unilever is a stock we've talked about a few times this year, mostly in the context of how Steve W screwed this one up. And the latest reports indicate things are still going well. The company is reporting revenue growth in geographies others are struggling with. But with the stock up 7% on the latest report, surely it's too late to buy now..? Luxury conglomerate LVMH is a company that both Steves have been admirers of for some time. But the stock is down 8% since the start of the year. A diversified operation run by one of the best operators in the business is a proposition to take seriously. But what happens after Bernard Arnault? 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 5:57 Google 22:04 Ryanair 35:50 Kering 49:12 Unilever 1:03:17 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 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

In this episode of the Business of Boating podcast, we delve into the extensive expertise of Steve D'Antonio, a renowned marine consultant with over three decades of industry experience. Steve shares invaluable insights on enhancing marine business operations, managing boatyard projects, and ensuring regulatory compliance. Listeners will learn about best practices in boat maintenance, client-centric consulting, and the latest innovations in marine technology. Steve also discusses strategies for fostering sustainable practices in the marine industry and offers tips on navigating the complexities of boat building and refits. This episode is a must-listen for marine professionals seeking to optimize their operations and stay ahead in a rapidly evolving industry.Steve D'AntonioMerrill CharetteMIDA.PRO - Marine Industry Digital Agency - MarketingSupport the Show.

► 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 had a worse week than Steve D? Find out on this week's PlayingFTSE Show! It's been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there's a lot more making things interesting right now. Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here? International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business? It's that time of the quarter where we talk about what we've been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits. Earnings look reasonable and the stock is slightly higher despite a modest guide. But what's the bigger story here – consolidation, or growth in the ad-supported offering? VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years. This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here? We've not talked about Domino's on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance. The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show's value investor in? 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 6:35 ASML 28:27 NETFLIX 43:22 VAT GROUP 1:02:05 DOMINOS  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

Lowhitey - When You Have So Much Love To Give Jozef Van Wissem Feat.Yasmine Hamdan - Invocation Of The Spirit Spell Bing & Ruth - Reflector Locust - Downlands Mark Lanegan Band - I Am The Wolf Daniel Lanois - Iceland Kindness - It`ll Be OK Jack Bruce - The Consul At Sunset Moderat - Bad Kingdom (DK Koze Rmx) Red Snapper - Mambety. Melanie De Biasio - No Deal Terry Reid - Milestones The Heliocentrics & Melvin Van Peebles - Big Bang Reincarnation Zammuto - Good Eiraces Coldname - Cut You The Barr Brothers - Let There Be Horses Foxygen - Flowers Dorian Concept - Tried (Now Tired) Chapelier Fou - Tickling Time Session Victim - Hyuwee Gilmer Galibard - Point Of Entry Caribou - Back Home Trans Am - I'll Never Matias Aguayo - Run Away From The Sun Scott Walker & Sunn - Brando Veronique Vincent & Aksak Maboul - Je Pleure Tout Le Temps John Callaghan - Once More With Feeling Flying Lotus - Dead Man`s Tetris Lee Scratch Perry - Rastafari On Wall Street Deadbeat & Paul St Hilaire - Under Cover Idioma - Pandore (Tim Paris Rmx) Elmer Gantry's Velvet Opera - Long Nights Of Summer The Brigade - As A Boy Jack Nitzsche - One Flew Over The Cuckoo's Nest Tom Dae Turned On - I Shall Walk The Electric Prunes - Hideaway The Liminanas - La Fille De La Ligne 15 Thurston Moore - Vocabularies Pere Ubu - Irene The Pop Group - Words Disobey Me Warpaint - Disco/Very (The Time And Space Machine Rmx) The Meteors - Cha No Yu John Foxx & Steve D'agostino - Momentary Miracles C.A.R - Idle Eyes (Roman Flugel Rmx) D.C Sales - Don't Be Scared (Boot & Tax Rmx) Laid Back - Fuck (The Kenneth Bager Experience Rmx) Danton Eeprom - Hex Tape (Xavier Leblanc Rmx) Feat. Emma Darling

► 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: Are the Labour party taxing condoms? Find out on this week's PlayingFTSE Show! It's the last show before the UK election and the end of the first half of 2024. That means it's a good time for Steve and Steve to have a look forward in politics and back in the stock market. Steve D has managed to keep his churn relatively low. A run through his portfolio indicates there have only been a few big sells, with Deckers and Cava among them. So what has Steve been buying? There's a UK stock in the mix and could there possibly be a return to his portfolio for an old favourite? Steve W has also sold one big position and one smaller one. But with the start of the new financial year, he's been taking the opportunity to get started on his Stocks and Shares ISA. It's been a UK-heavy quarter for Steve W. But which of his stocks has Steve D also been buying since the end of March? The Green Party have an ambitious manifesto that is focused on investing heavily. And they're not scared to borrow money to do it. Predictably, they have a lot on their minds to do with renewable energy and the climate. But what else is part of the Green Party's plan for Britain if they – somehow – win the election? Top of Reform's priorities is – unsurprisingly – immigration. The party has plans to spend heavily on the local and national services, cutting the foreign aid budget to fund it. The odds of Reform winning the election are very long indeed. But should investors pay attention to a quiet part of society that might make itself known when voting time comes? Only on this week's PlayingFTSE Podcast! ► UBI Link: https://jacobin.com/2016/05/richard-nixon-ubi-basic-income-welfare/ ► 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 & How's Your Week Been? 6:24 Steve D Review 24:56 Steve W Review 44:06 Green Party 1:03:16 Reform 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

► 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 birthday is it this week? Find out on this week's PlayingFTSE Show! Steve and Steve have been mad busy this week. One of them has been staring at a pile of exam papers on Aesthetics, the other has been stuck doing his civic duty. Both are in to talk about the latest news, though. It's been quite a week for the UK and we wouldn't miss it for the world. The Labour Party's manifesto is an interesting document. There's lots to think about, but one question is how much of it they're actually in a position to deliver on. Steve W has some strong views on a potential windfall tax on oil and gas companies, and Steve D is interested in housing. What else is on the cards if there's a change of government on the way? Inflation in the UK hit 2% this week, but there's plenty below the surface for investors to keep an eye on. Core inflation is still high and prices are still up a long way from where they were in 2020. Interest rates aren't coming down yet. But that isn't stopping the housing market, which is back to all time highs, despite prices going up below the rate of core inflation… The Liberal Democrats have a manifesto for this election and there's a lot to like in it. It's not just a watered-down version of Labour's policy document, there's plenty that makes a lot of sense. Does any of it matter, though? With the party trailing badly in the polls, is there any reason to vote for them given that their intentions do look strikingly similar to those of another party with better odds? It's time for another look at B&M European Value. The FTSE 100 retailer is down 25% since Steve W thought it looked like decent value at the start of the year. The business is performing well, though. So could a rising dividend yield be an opportunity for a company with some of the lowest costs in the industry? 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 & How's Your Week Been? 9:16 Labour Manifesto 30:19 Macro update 43:40 Lib Dem Update 1:03:43 B&M Bargains (Bargain Shop Bargain Price) ► 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

► 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: What's Steve D doing this week? Don't find out on this wek's PlayingFTSE Show! It's been a bruising week in the markets for both Steve and Steve, with UK stocks struggling as interest rate cuts are delayed. But they're here to talk about itwith everyone. With the election on the horizon, Steve D has been taking a look at some manifestoes. We're starting this week with the Conservative Party and what they're planning. There are plans for National Insurance, defence, education, and energy. A lot have been trailed in advance, but do any of them resonate with Steve and Steve? Halma is one of Steve W's favourite UK stocks and it reported its full-year results this week. The stock is up 12% as earnings look positive, but is a P/E ratio of 40 too much to pay? High-performing conglomerates can be great investments, but they tend to slow down over time. So is Halma anywhere near that point, or is the company's growth just speeding up? Wise is a stock that has confused the Steves before. Last time it provided an update, the stock went down but it wasn't entirely clear why – and it's doing it again… Interest income is high with interest rates up. But with the stock now at 75% of its IPO price, at what point does it become a bargain that's too good to pass up? 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 & How's Your Week Been? 9:48 Tory Manifesto 33:12 Halma 47:21 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

► 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: Did Steve D buy those Diageo shares from last week? Find out on this week's PlayingFTSE Show! Steve and Steve are talking stocks to consider buying this week. There's some news left over from last time and three more to add to the watchlists. We've had a request from a viewer on Spotify to talk about Games Workshop. Steve W has been looking at this one and there's a lot to like about the company. Strong intellectual property makes for some attractive economics. But why does Steve think it will upset both value investors and dividend investors? Steve D has been hunting for bargains and the place he's been looking is Ollie's Bargain Outlet. Discount retail is in at the moment and this is a stock we've looked at before. Strong growth from new stores as well as some more affluent customers refusing to trade back up as inflation subsides is pushing things along. Is the stock (or Five Below) a buy? Rentokil Initial isn't a stock we've talked about on the show before, but it's catching Steve W's attention. Pest control is about as acyclical as it gets, but the stock is down big. A potentially transformative acquisition is the reason, but could the damage to the balance sheet be temporary? And after a 7% rally, is it too late for UK investors to get buying? MongoDG is a database software business that's on the move higher. Stock-based compensation is growing swiftly, but so is the overall business. A big drop might be an opening for the Steves to start taking an interest. With the industry in a cyclical downtrend, could it be time to make a move with others on the sidelines? 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 & How's Your Week Been? 7:38 Games Workshop 25:44 Ollies Bargain Outlet 44:41 Rentokil 58:51 Mongodb ► 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

► 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: What's Steve D been thinking about in bed this week? Find out on this week's PlayingFTSE Show! There's been a lot going on in the world and Steve and Steve are on deck to talk about some of the highlights. They're talking bank accounts, earnings, and a stock for investors to consider buying. Marcus have been pulling in their interest rates – and both Steves have noticed it. Holding cash in the Goldman savings account isn't as attractive as it might once have been. There's now clear daylight between its rate and the rate on the Trading212 account. But Steve W is wondering whether this might be a sign of things to come. If rates are about to come down, dividend yields are likely to follow. So could time be running out to invest in the stock market with prices at bargain levels? The latest earnings report from Salesforce is also out. The market didn't much like it, with margins coming down, but Steve D thinks there's a lot to like about it. Stock-based compensation is relatively high, at 8% of revenues. But is this something investors should be ok with given the company's performance across the board? Growth has been strong across the board and Salesforce is in a position where nobody wants to compete with them. With the stock down, Steve D is having a closer look. Steve W has been looking at Diageo. With the FTSE 100 up solidly over the last year, the stock has been going the other way. A strong brand portfolio and a huge distribution network give it a big advantage over its competitors. So why has the stock been going backwards? A premium portfolio in a world of high interest rates hasn't been a winning combination. But with Guinness holding up well, Steve W thinks things might be about to turn around. ► 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 & How's Your Week Been? 7:47 Savings Rates Are Being Cut 20:55 Salesforce 43:58 Diageo ► 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

Jade, Fran, and Keia continue to explore the nuances and complexities of the HBCU Experiencewith a discussion that illuminates the intersection of race and social class. Special guest, HBCUAssoc. Professor Steve D Mobley, joins the conversation offering some history and insightaround how social hierarchies are established, sustained and experienced at HBCUs. Conceptssuch as elitism and class-passing are also explored.