Happy birthday to who? Find out on this week’s PlayingFTSE Show!
This show is the one we recorded, but a Cloudflare outage prevented us from airing it when it was originally due. So don’t worry about market performance – just enjoy!
It’s been a while since we looked at Inditex – the parent company of Zara. But Steve D thinks it’s worth coming back to see how things have been going.
After a weak first half of the year, things are starting to pick up. So could this be an opportunity to buy shares in a retailer with an unusually strong position?
Salesforce’s share price has been unusually resilient in a stock market where software firms have been falling. So Steve W’s taking a look at the firm’s latest earnings.
Revenues are up double digits and the outlook seems reasonable. But is this enough to justify a price-to-earnings (P/E) multiple of 30 in today’s market?
Crowdstrike continues to impress both Steves. It’s a business that’s built for durability in a world that continues to shift towards artificial intelligence, so why haven’t they bought it?
High valuation multiples haven’t really held the stock back before now – the only recent issue has been an operational one. Given this, maybe they ought to get off the sidelines…
Steve W’s enthusiasm for acquisition-driven compounders continues with SDI Group – a small UK stock. It’s down a lot due to cyclical pressures, but could that be an opportunity?
A while ago, we talked about the idea that Judgest Scientific might be getting a bit big. We thought it it was ridiculous, but anyone who disagreed might want to check this one out…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
8:12 INDITEX
24:37 SALESFORCE
38:22 CROWDSTRIKE
53:28 SDI GROUP
► 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.


