Bonzo's Stock Turmoil

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► 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!

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► Timestamps:

0:00 INTRO & OUR WEEKS

4:37 NETFLIX

19:40 ASML

31:43 WISE

43:22 SARTORIUS

53:52 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

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► 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.