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Playing FTSE

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  • Resumen

  • We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!
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Episodios
  • Macro, Manifestoes & B&M Bargains

    Macro, Manifestoes & B&M Bargains
    Jun 23 2024
    ► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! https://www.trading212.com/Jdsfj/FTSE ► Get 15% OFF Finchat.io: Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who’s 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
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    1 h y 17 m
  • Wise, Halma & Rishi's Manifesto

    Wise, Halma & Rishi's Manifesto
    Jun 16 2024

    ► Get a free share!


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


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


    ► Get 15% OFF Finchat.io:


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


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


    ► Episode Notes:


    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
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    1 h y 5 m
  • AI, Figurines, Bargains & Pest Control

    AI, Figurines, Bargains & Pest Control
    Jun 9 2024
    ► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! https://www.trading212.com/Jdsfj/FTSE ► Get 15% OFF Finchat.io: Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: 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
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    1 h y 17 m
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