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A big underperformance from one Steve this week and a big outperformance from the other one. But who’s managed to do what?
October’s Bank of America Fund Managers Survey suggests investors are worrying about an AI bubble. So we’re revising this theme as a potential stock market crash.
Steve W’s been looking at Nvidia’s unusual deals and the question of whether there are echoes of the dot-com bust. Maybe – but there are also some important differences.
ASML looks like it’s back on track with its EUV sales. And Steve D has been checking out the situation after the latest earnings report.
A strong book-to-bill ratio close to 1 is a very positive sign. So with the company’s moat still intact, is it too late to think about buying shares?
LVMH shares are up after a surprise turnaround in revenues. The company is back to growth overall and some of its major divisions are showing positive signs.
That means it’s now trading at a P/E ratio of around 27. So is Steve W – who’s well up on his investment – looking to move on to something else?
Sartorius shares have been doing very well recently and that’s good news for Steve D. The life sciences lab supplies company looks like it’s on the up after a few disappointing years.
Pfizer’s deal with the US government to invest heavily in domestic production should be a big source of future revenues. But what’s Steve’s plan for his investment?
Only on this week’s PlayingFTSE Podcast!
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Past performance doesn’t guarantee future results.
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► Timestamps:
0:00 INTRO & OUR WEEKS
10:45 MORE ON THE AI BUBBLE
29:32 ASML
45:24 LVMH
57:24 SARTORIUS
► 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.