Playing FTSE TROUBLE Ahead for Realty Income? + Mercado Libre, Etsy, Teladoc & Dutch Bros
► Steve D on the Investor Way:
https://open.spotify.com/episode/52ceZcL4g0fQTY4L2xWpt1?si=6Fo3NsRqTnyQ7InQOLkOKA
► Episode Notes: Who has a middle ear? Find out on this week’s PlayingFTSE Show!
Steve and Steve are in this week to talk about growth stocks, dividend stocks, and value stocks. We’ve had another week of earnings and there’s lots to talk about. We’re starting off with a PlayingFTSE favourite – Teladoc. The stock is down yet again after even more goodwill writedowns. But could the worst be in for the Cathie Wood favourite?
Then it’s on to Realty Income. The stock is a favourite of dividend investors everywhere and Steve W owns it, too. But he’s mindful of the bear case for O shares. What does the future look like?
After that, it’s over to Etsy. The handmade sales platform has been acquiring other businesses… and writing them down as they go. Steve D owns this in one of his portfolios, so what did he make of its latest results?
Next, we’re looking at MercadoLibre – Latin America’s answer to Amazon. The company continues to grow both its e-commerce platform and its payment processing. Does the stock still look expensive at 2020’s prices, or has the business caught up?
And finally, we have a new stock to talk about. Dutch Bros runs a chain of coffee companies. Rather than franchising, they prefer to own their outlets outright. But could this be the next Starbucks?
Find out 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)
► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! Best of all Kacper (our editor) gets one too! https://www.trading212.com/invite/FffeVAn3
► Timestamps:
0:00 Intro
5:07 Teladoc
18:24 Realty Income
28:18 Etsy
36:29 Mercado Libre
50:39 Dutch Bros
► 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