Nvidia, Roblox, Airbnb, Palantir and many more! Huge earnings roundup!

What does Paul think of Charlie Munger? Find out in this week's PlayingFTSE Podcast!  

We kick off this week with the big UK story — that Greggs and Primark have teamed up to launch a range of Greggs-branded apparel. Steve D used to own Greggs shares, find out what he thinks about the new range of merch. Obviously, it’s not as good as ours, but what is?  

This week’s game is from Steve W. It’s called “Topiary” because it’s about fancy hedges. Paul and Steve D spend this week’s game trying to work out how much hedging a portfolio in one or another way would slow down someone’s overall returns. None of us hedge, though it’s getting tempting in this environment. See how Paul and Steve get on guessing wildly at the returns of gold, an inverse tracker, and some triple leveraged instruments.  

After that, it’s on to some big earnings news. It’s still earnings season. AirBNB reported their earnings this week. The big news is that they’ve turned a profit (on the quarter, not the year). Steve D owns this company and gives us his view. Paul considers the importance of the company making its way into the stream of consciousness of his parents, and Steve W thinks about the importance of turning a profit sooner rather than later.  

One that didn’t do so well is Roblox. The stock got hammered after its earnings, though the market’s reaction might or might not be justified. Steve D illuminates the company’s “bookings” category, its growth, and the structure of the business. Paul discusses bank transfering money to kids and Steve W reflects on the fact that he’s probably now losing in the 5 stock sampler.  

Nvidia also reported earnings this week. Steve W has the report on this one. They might not be buying ARM, but things are going pretty well at Nvidia. Steve D talks about the numbers that he might be interested in this company at and Paul wonders about the company being a glaring opportunity.  

Last up it's Palantir. Nobody knows what this company does, including us. That's why we don't own it. Shares are down again after the company's earnings report, but we don't know why. Watch all three of us scrambling to try and have a view on a company that we don't understand...  All on this week’s show!