Who’s doing a Warren Buffett with a secret stock? Find out on this week’s PlayingFTSE Show.
Steve W has had a dreadful week in the stock market and it’s not been better for Spurs on the football pitch. But Steve D’s here to save the show and the week.
Alphabet is hitting new highs after a strong earnings report. Investors are impressed by its Google Cloud results – and future spending – and the stock is going higher.
Steve D owns this one and he’s feeling good about the future. And that’s before we get onto the strength of Gemini, YouTube and Waymo, amongst other things…
Meta is spending on AI as well, but its share price is going the other way. The stock market doesn’t like its spending on computing power in the hope it’ll need it in the future.
Steve W outlines the difference between Meta – on the one hand – and Alphabet, Amazon, and Microsoft on the other right now. There’s clearly risk here, but also potential reward…
It’s been another good week for Adyen. The stock is up 11% and the latest earnings report looks strong with some solid growth across the board.
There’s a premium price tag, but the Dutch outfit is clearly the class of the field. Steve D’s been on this train for a while, but can anything derail it going forward?
Paypal stock continues to flatter to deceive. It trades at a free cash flow multiple of 13 and it’s just signed a deal to provide checkout services for ChatGPT’s e-commerce offering.
Except, that multiple is misleading and the deal isn’t what it sounds like. Steve W has the details, but what he can’t work out is where $23bn in cash has gone in the last 10 years.
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
5:49 GOOGLE
23:28 META
39:39 ADYEN
55:56 PAYPAL
► 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.