Who’s been making hailstones fall? Find out on this week’s PlayingFTSE Show.

Steve W has had a dreadful week in the stock market and it’s not been better for Spurs on the football pitch. But Steve D’s here to save the show and the week.

Rightmove shares crashed on Friday after the company issued its Q3 update. That bit was fine, but there are some lower profit margins on the way with AI investing.

Is that enough to justify the stock falling so much? Steve W doesn’t think so, but software stocks in general have been under pressure this week.

Steve D has a new name for the show - Coherent. It’s an AI infrastructure plan with the highest-paid CEO in the S&P 500.

Figuring out the P/E isn’t entirely straightforward, but they’ve done a nice job of selling off their aerospace and defence business. Definitely one for further consideration…

Where can investor find software stocks that aren’t in danger of crashing? Nowhere – but US local government platform provider Tyler Technologies might be worth a look.

Steve W thinks its status as an approved provider won’t be easy to emulate. The trouble is, it’s trading at a P/E ratio of 64 and has some pretty high stock-based compensation.

Duolingo shares crashed this week after the firm’s update. Steve D’s looking at some slightly light bookings and lower-than-expected user numbers.

Steve W’s more concerned about the firm’s moat as it ramp up the number of language courses it offers via AI. But can we find something that stops competitors doing the same?

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

5:35 RIGHTMOVE

22:06 COHERENT

42:58 TYLER TECH

57:03 DUOLINGO

► 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.

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