Episode 27: Why Meggitt soared this week? Could Sven be WRONG on Berkshire and the pitfalls of a Tesla Robotaxi.

Is Colon Capital a SPAC? Find out as we play Talking Smack or Talking SPAC? Steve D’s been busy on SPACtrack, so find out whether Paul can finally win one as we play this week’s game. 

 

With the latest game out of the way, we turn to some FTSE news. Find out which FTSE company has been the target of an acquisition at 180% of its market cap, what Steve W thinks about the potential deal and what we think of the run of bids for UK companies from their US counterparts. 

 

After this, it’s on to some earnings reports. We start with Playing FTSE favourite Tesla, where Steve D tells us what it’s like being in a self-driven Tesla and Paul tells us what he’d get up to in the back of someone else’s. Our other earnings report is Berkshire Hathaway. This hasn’t happened yet, but Steve W is excited and he’ll tell you why. 

 

Lastly, it’s FINALLY time for us to come good on a promise to answer Equity Investor’s question about how to evaluate drug pipelines. Serious faces on as we talk about how we try to make sense of the prospects for unapproved drugs that we haven’t heard of, couldn’t spell, and are generally ill-qualified to come to an informed judgement on.