Navigating Supply Chains and Reinvestment Strategies

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► 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!

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► Timestamps:

0:00 INTRO & OUR WEEKS

6:11 AMAZON

26:35 APPLE

40:53 DUOLINGO

55:22 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

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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.