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► 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

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

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

► Episode Notes:

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

► Support the show:

Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse

(All proceeds reinvested into the show and not to coffee!)

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.