Playing FTSE

Who’s in Steve D’s Fantasy Football team? Find out on this week’s PlayingFTSE Show!Both Steves seem to have solved the stock market this week, with portfolios going up on days where the S&P 500 has gone down. But only one has outperformed this week…Shares in WH Smith crashed 42% on Thursday after the company issued a profit warning. But it bounced back 11% on Friday as investors took in the news. Steve W is a shareholder. Accounting irregularities are never a welcome development, but is this a buying opportunity, or could there be more revelations on the way?Steve D has a new stock for the show. Morgan Advanced Materials makes speciality products for industries like aerospace, semiconductors, and clean energy.These are obviously cyclical and have been out of fashion recently. But is this the time to grab a bargain with the stock trading at some fairly modest multiples at the moment?Brown & Brown is a stock we haven’t covered before. But it has a familiar business model – it aims to build scale through acquisitions in an important market.The share price has faltered recently, with a softer insurance market weighing on profits for brokers. That, however, looks like a cyclical situation, so could this be an opportunity?Adyen shares usually go up a lot or down a lot after the company’s earnings reports. They went down this time, but only for a short while before recovering fairly well. The payment processing business increased revenues at its standard 20% and operating profits grew faster. And, of course, it’s time for our usual PayPal comparisons…Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► 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!)► Timestamps:0:00 INTRO & OUR WEEKS6:50 WH SMITH22:17 MORGAN ADVANCED MATERIALS42:35 BROWN & BROWN55:47 ADYEN► 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 Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► 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.

Who’s gone from a partnership to a limited company? Find out on this week’s PlayingFTSE Show!Steve W’s away on holiday this week, but before he went away he sat down with Jamie from Stocks and Savings to catch up. It’s been a while, so how are they getting on?Jamie and Andreea have gone from being an Instagram operation to running a podcast of their own. And they’re storming up the Apple podcast charts…Axon Enterprise is one of the stocks that we haven’t really talked about much on the show. And it’s hard to see why, since there’s a lot to like about the business. Dominating a niche with software margins is very impressive. But is there any way around the fact the company pays out more in stock-based compensation than it makes in cash?Last time we spoke, Jamie’s portfolio was behind the wider market, but that was a tough time for growth stocks. With things improving recently, has he managed to catch up?Our guest has a pretty specific set of criteria for finding stocks to buy, inspired by a name that should be familiar to listeners. But he also thinks this is likely to change over time…Rolls Royce? Diageo? Nvidia? Jamie from Stocks and Savings plays Steve W’s game ‘Stocks? Or Savings?’. But which of the shares on Steve’s list does he actually own?In an unusual twist, Jamie’s also got a stock of his own for the team to consider. It’s MercadoLibre – which both Steves used to own – but don’t any longer…Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/SNSBONUS. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► 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!)► Timestamps:0:00 STOCKS & SAVINGS INTERVIEW11:39 AXON PITCH41:32 JAMIES STOCK PICKING STYLE56:41 QUICKFIRE ROUND & MELI ► 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 Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► 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.

What is a “Broista”? Find out on this week’s PlayingFTSE Show!Mixed fortunes for the Steves this week in the stock market. It’s a return to normality for Steve D, but Steve W has underperformed just about everything. Diageo’s full-year results caused the stock to climb 10% – but Steve W owns the stock and didn’t see the results as terribly positive.It’s not long ago that investors were told to expect 5% per year in organic growth at least. Never mind, at least Gen Z are actually drinking more than they say they are, right?Toast continues to go from strength to strength. The business, that is – the stock is down almost 10% this week after Q2 earnings showed a lower take rate. The firm is branching into bigger businesses and retailers, so the decline is natural. But is the stock starting to emerge from under investor radars and become more mainstream?Steve W’s been looking at Airbnb, which fell this week after its Q2 results. The market didn’t take kindly to an announcement of a big investment in Experiences. This has been tried before and didn’t work – but maybe this time it really is different. Steve D was on the edge of selling not long ago, but might he go the other way now?Dutch Brothers – a Steve D favourite – is putting up impressive numbers. Like-for-like sales growth across the coffee chain’s outlets is above 6%, which is very strong.Equally impressive is the fact the firm has achieved this without putting up prices. That’s key to the firm’s value proposition for customers… as is the amount of sugar in its drinks.Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► 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!)► Timestamps:0:00 INTRO & OUR WEEKS8:57 DIAGEO21:00 TOAST36:35 AIRBNB50:46 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 Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► 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.

What happened with Rentokil this week? Find out on this week’s PlayingFTSE Show!It’s not been a good week for either Steve – or the FTSE 100, or the S&P 500. Steve W’s in between the indexes and Steve D’s below them both. Taylor Wimpey is the latest addition to Steve D’s portfolio. But the firm made a loss and lowered its dividend as a result of cladding provisions during the first half of the year.That, however, should be a one-off thing. And Steve W has some macroeconomic data to support the idea that the construction industry could be about to pick up.Amazon’s share price fell sharply after the firm’s Q2 earnings report. And not just because tariff news sent the stock market down more generally. Steve W is putting it down to weak guidance for operating profits in Q3. So is the falling share price an opportunity to get back to buying the stock?Transmedics has been having an outstanding year so far in 2025. The stock market has responded well to the company’s latest earnings report – and for good reason.Revenues are profits growing strongly and the firm is working on the next iteration of its product lineup. All of that bodes well for Steve D’s investment. We’ve had a request to talk about Croda International’s latest earnings report. The stock market didn’t like it at all, but Steve W thinks the picture is more mixed. The dividend is up despite lower free cash flows and sales are growing, but not as quickly as they were. So what should Jamie from Stocks and Savings make of the report?Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS10:38 TAYLOR WIMPEY EARNINGS DEEP DIVE35:47 AMAZON48:20 TRANSMEDICS58:15 CRODA► 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► 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.

What’s half the price of Nvidia and makes twice the revenues? Find out on this week’s PlayingFTSE Show!Neither Steve has done as well as they were hoping this week. Steve W’s disappointed to find himself between the indexes and Steve D’s had some big fallers. Reports of Google losing market share don’t seem to be hitting Alphabet’s revenues… yet. There’s strong growth across the board, especially in the Cloud division.There’s also news of YouTube continuing to grab market share in US screen time. But what should investors think about the ongoing issues around monopolistic practices?Steve D has a new stock – Manhattan Associates. It’s not an office REIT, it’s a tech company with some legitimate software credentials and a focus on supply chains. In terms of market position, it has a closer focus than some of its competitors. And as it shifts over to subscriptions, could now be a good time to consider buying?Shares in Judges Scientific fell 15% in a day after the firm’s H1 results. Sales and profits were up as a result of a coring expedition, but the firm cut its guidance for the full year.The company’s long-term strengths are still intact despite a recovery taking longer than expected. As a result, Steve W has a growing list of stocks to buy in August…It’s time for another check-in with Vakuumventile AG (VAT Group). Its results are interesting, with some strong sales despite slow order growth. There are signs of a recovery coming from China, though, which could be good for a number of businesses. But what has Steve D noticed in the latest report?Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS9:06 ALPHABET EARNINGS25:39 MANHATTAN ASSOCIATES41:04 JUDGES SCIENTIFIC52:13 VAT 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► 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► 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.

What does Trading212’s AI think both Steves are missing from their portfolios? Find out on this week’s PlayingFTSE Show!It’s been a volatile week in the stock market with a lot of big ups and downs. And the Steves have had differing results this time out.Rachel Reeves delivered her Mansion House speech this week and it caught Steve W’s attention. In particular, the Leeds Reforms are looking to get the UK stock market moving.Overall, more people considering Stocks and Shares ISAs would seem to be a win-win-win. But there’s a big question about what the education around this is going to look like…Ashtead Technology shares have fallen sharply and it’s not hard to see why. A difficult market for subsea rental equipment has resulted in sales going backwards.The bottom line, though, is holding up well and there’s a strong management team in place that’s been there since the start. Is that enough to put the stock on Steve’s buy list?Wise’s latest trading update was a mixed bag, with revenues up 14% (adjusting for currency fluctuations). But the stock market didn’t love it and the shares fell as a result.The growth was short of expectations and interest income grew faster than transaction revenues. But with where the company could be, the stock looks attractive to Steve W.Shares in ASML fell this week after the company failed to confirm growth for 2026. But the overall results were more than reasonable. A strong order book also indicates a good position for the medium term. Steve D owns the stock in his portfolio, but it’s already a large position – is there scope to buy more?Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS10:21 MANSION HOUSE SPEECH28:50 ASHTEAD TECH40:38 WISE53:28 ASML► 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► 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.

Who has to try and figure out what to do in the mornings? Find out on this week’s PlayingFTSE Show!Another week, another outperformance for one Steve. And the other one hasn’t done bad, either…Terry Smith – known to some as Britain’s Warren Buffett – has released his shareholder letter for the first half of 2025. And the Fundsmith Equity Fund has been losing money.Chief among the detractors is Novo Nordisk, which has been sold to make way for EssilorLuxottica. But the stocks catching Steve W’s attention are Meta and Microsoft…FTSE 250 housebuilder Vistry reported earnings this week and the numbers are… not great. But Steve D has some news that has put the stock firmly on Steve W’s list of stocks to buy.The investigation from the CMA looks like it’s all but settled. And with the stock having gone nowhere ahead of a £39bn government package, is the opportunity too good to miss?Investors might wonder why shares in Celebrus Technologies jumped 15% this week after earnings. Revenues are set to fall and earnings are going negative in 2026.That, though, is almost entirely the result of a change in revenue recognition. Steve W thinks a closer look reveals a company that’s doing just fine – and a stock at a decent price.Steve D has been reverting to type with a South American stock with a name that’s difficult to spell. But Tecnoglass is traded on the US exchanges and it looks very interesting.With competitive strengths ranging from low costs (due to vertical integration) to a unique product (due to patents) it’s in a strong position. And of course, a balance sheet to match.Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS5:31 TERRY SMITH21:01 VISTRY CHECK IN38:15 CELEBRUS51:34 TECNOGLASS► 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► 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.

Which hole has Steve D been shoving money down? Find out on this week’s PlayingFTSE Show!The Steves are on a roll right now – both are ahead of the FTSE 100 and the S&P 500. And there’s one stock in particular that’s been doing it for both of them over the last seven days…Greggs shares have had another appalling week, this time due to the weather being too hot. But does that change anything about what the Steves are planning on doing with the Britbox?The FTSE 250 stock had been on the list to buy before the latest decline. But there’s also another new name that’s joining the ranks from Steve D…In terms of European shares to buy there’s one big name that stands out. It’s LVMH which – as of last week – both Steves have ownership stakes in. Making way is spirits company Pernod Ricard and GLP-1 firm Novo Nordisk. But Steve D has an eye on another name from a different sector to add to the portfolio…AstraZeneca is the latest name rumoured to be leaving the FTSE 100 for the US. But Steve W isn’t buying it – the stock or the story. Healthcare has been the worst-performing S&P 500 sector over the last 12 months. And with RFK Jr. as Health Minister, is that really where a pharmaceuticals firm wants to be?Anyone wanting a house, cars, or basically anything in the Baltic region realistically only has one place to look. It’s Baltic Classifieds – which is obviously a member of the FTSE 250. The company has a nice business model and a very strong market position. And with the stock down almost 10% in  day, could it be one to consider buying?Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS6:55 BRITBOX CHANGES24:58 EUROBOX CHANGES35:32 ASTRAZENECA TO LEAVE UK STOCK MARKET49:51 BALTIC CLASSIFIEDS 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► 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► 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.

Who’s been selling their Southern Copper shares? Find out on this week’s PlayingFTSE Show!It’s the end of Q2, so it’s time to check back in on portfolios. That means Steve D, Steve W, the Britbox, and the Eurobox, but who’s been outperforming what?Steve D was having a quiet time of things in Q2. But then that all changed later on in the piece. With over £2,000 in cash, is Thermo Fisher Scientific on the buy list? Or are there better opportunities to add to his existing investments?Steve W’s Q2 got off to a roaring start on the buying front as Liberation Day crashed the stock market. But most of his buying has been in one particular FTSE 100 stock. It’s been a FTSE 250 name, though, that has been keeping his portfolio afloat for the last six months. And with share prices recovering, he’s got an eye on a sell…The Britbox has had a mixed few months. And there have been a few high-profile fallers that have been putting pressure on the overall portfolio.The big question is what to do about it, which gives the Steves a question. With a lot of ideas about stocks to buy, what should they sell to make way?The Eurobox has made a roaring start to life. Strong performances from Dino Polska and Euronext have caused the overall portfolio to climb.Steve W has a few names in mind for potential additions. But a handful of Swedish conglomerates are out of the question for an unusual reason…Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS4:27 STEVE D’S PORTFOLIO23:29 STEVE W PORTFOLIO40:27 BRITBOX UPDATE52:52 EUROBOX UPDATE► 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► 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.

Who’s got wood? Find out on this week’s PlayingFTSE Show!Both Steves are up ahead of the market again this week, extending an impressive run. But who were the real winners over the last seven days?As FTSE 250 stocks go, XPS Pensions has been an outstanding performer over the last five years. And the future doesn’t look bad either. A strong competitive position in an industry where shifting regulation should mean steady demand is a very good thing. And there’s a share buyback to consider, as well…FTSE 100 events company Informa has caught Steve W’s eye. He’s not going to World of Concrete and doesn’t know anyone who is, but there might be money in running it.Attractive economics and a resilient business are big plus points. On the other hand, an acquisition at over 20 times adjusted EBITDA means there’s some risk with the stock.Ashtead is making its way from the UK to the US, but shares didn’t get the boost investors might have hoped for. Probably because it also came with a profit warning.Despite a cyclical downturn, the stock seems like decent value. Steve D, however, thinks taking a closer look reveals a different picture of the relatively attractive multiple.Renew is an uninteresting business in an uninteresting industry. Sometimes, though, these boring stocks can generate some impressive returns for investors. Rail maintenance work has unironically been delayed and this is weighing on growth. But with maintenance work non-negotiable, it might just be a case of being patient.Only on this week’s PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn’t guarantee future results.► Get 15% OFF Finchat.io:Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!https://finchat.io/playingftse/?lmref=iQl2VQ► Follow Us On Substack:https://playingftse.substack.com/► 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...► Timestamps:0:00 INTRO & OUR WEEKS6:22 XPS Pensions19:23 Informa35:26 Ashtead Group49:40 Renew Holdings► 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► 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.