Buffett, Disney, Meli & the UK High St
Playing FTSE
Evaluating Insurance Performance Amid Natural Disasters
This chapter analyzes the effect of natural disasters, specifically California wildfires, on an insurance company's underwriting profits. It explores financial metrics like the combined ratio, alongside the resilience of premiums and prospects for future recovery.
► Get a free share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested.
Past performance doesn’t guarantee future results.
► 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:
Who did Steve W meet this week? Find out on this week’s PlayingFTSE Show!
In a shortened week as we record early, Steve W has outperformed the FTSE 100 and the S&P 500. And Steve D has outperformed Steve W.
Warren Buffett is handing over the leadership of Bekrshire Hathaway at the end of the year. But will having Greg Abel in charge make any difference?
Steve W thinks so. A more hands-on approach to the company’s subsidiaries could generate better operating results, but it might make it harder to use that big cash pile.
Disney shares have been rising after an impressive set of earnings. Subscribers in the streaming division are growing and there’s a new park on the way in an unusual location.
That’s a surprise given the way Snow White has gone at the box office and the state of the US economy. Steve D has the details.
UK retail has been terrible this year. But Steve W thinks there might be some signs of recovery on the way.
Same-store-sales at B&M have been deteriorating less quickly and JD Wetherspoon has recently posted some strong results. So could this be time to consider buying?
MercadoLibre has been growing impressively on all front. Its e-commerce division, payment platform and delivery network are all reaching new highs.
It’s the one that got away for both Steves, but we keep talking about it on the show to remind ourselves of what not to do. But who made a bigger mess of this?
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
7:10 BERKSHIRE & BUFFETT
23:23 DISNEY
40:46 UK HIGH STREET UPDATE
55:02 MERCADO LIBRE
► 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.
The AI-powered Podcast Player
