Playing FTSE

The hosts dive into stock performance, comparing their results with major indices. Amazon's mixed Q1 performance raises questions about AWS growth, while Apple struggles with slowing services and manufacturing shifts. They discuss supply chain strategies and the impact of tariffs on pricing. Duolingo's post-IPO journey showcases subscriber growth and AI’s influence. Additionally, insights into the aerospace sector reveal challenges and restructuring efforts, painting a vibrant picture of current market dynamics.

► 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► Episode Notes:Who’s been dusting off their cricket spikes – and who hasn’t? Find out on this week’s PlayingFTSE Show!Contrasting fortunes for the Steves this week. Steve D has outperformed and Steve W has missed out – but the game has a long way to run yet for both our investors. Alphabet’s latest earnings report was incredibly impressive, but the stock market has largely shrugged it off. Why?Could it be because the firm is losing antitrust cases and investors are worried about a potential breakup? Steve D has been looking for ancient wisdom to figure out what to do.We don’t talk about Tesla often, but Steve W thinks things have got interesting recently. Thet latest earnings were terrible, but that’s not it.It looks like Elon Musk might have managed to clear the way for regulatory approval for robotaxis. So could this be the key moment?Intel has been outperforming expectations recently. But it’s been doing it with flat sales and negative earnings per share. Can the new CEO turn things around and get the foundry business selling to a company not called Intel? That’s probably the big question… but also: what’s Pat Gelsinger up to?Steve W has been into DCC shares recently. But it’s just sold its healthcare business for less than analysts had been hoping for it to.The stock is down as a result, but is there a bigger lesson for investors? Admiral and WH Smith have also struggled to get good prices for divestitures recently…Tariffs and falling oil prices have been making life difficult for Enphase recently. But could it be a good time to consider buying the stock?The situation is dynamic and volatile and that makes things hard for the company. That, though, might mean things could start getting a lot better very quickly.Only on this week’s PlayingFTSE Podcast!► 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 WEEKS6:36 ALPHABET19:46 TESLA29:55 INTEL39:44 DCC49:17 ENPHASE► 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.

This week, the hosts analyze Netflix's impressive earnings and its strategic shift from subscriber numbers to financial metrics. They discuss potential competition and the impact of recent market volatility, particularly for semiconductor giant ASML. Sartorius shines as a top performer in pharma, showcasing growth despite market challenges. Additionally, the conversation covers Bonzo's significant stock decline amid disappointing results and highlights an innovative acquisition aimed at reducing animal testing in drug trials.

► 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► Episode Notes:Who’s picked the wrong week to go on holiday from a podcasting perspective? Find out in this week’s PlayingFTSE Show!This show was recorded on March 30th. Fortunately, not much happened in the last week or so…It’s time to look back at what we’ve bought over the last three months and how our portfolios have fared. Steve D’s up first.There are some obvious discounts in some of the REITs Steve owns and Amazon is looking like it’s come down a lot. So is the plan to go buying on the latest dip?Steve W has been diving into AIM stocks in the last three months. So far, that hasn’t been a success, but it’s still early days for those particular investments.New positions in Celebrus and Tristel stand out alongside some other less imaginative investments. But what’s the plan for the next three months?Steve D has been busy on the selling side as well. Pfizer and Diageo have gone entirely and Progyny and Disney have been reduced after some well-timed buys.It’s surprising how much some big and well-established firms have been struggling lately. But Rightmove has also made its way out of Steve D’s portfolio for a different reason.Unimaginatively, Steve W has made three sales in the last three months. One was Citigroup (which looks brilliant) and another was Dowlais, which looks… ok.The other one was Primary Health Properties and that looks like a mistake. The stock is about where it was when Steve sold it, but he’s made a bit of a mess of his calculations… Around three months ago, we started a portfolio of UK stocks and a portfolio of European shares. And the European investments have made a decent start. There have been some outstanding performances, especially from the likes of Carl Zeiss Meditec. But which of the Steves has been contributing more?With the UK shares portfolio, there’s a familiar theme. Barclays, NatWest, and Admiral lead the way after a strong first quarter for financials stocks. Bringing up the rear is Greggs – obviously – which has had a terrible 2025 to date. But what else has been faltering along with the FTSE 100 food chain?Only on this week’s PlayingFTSE Podcast! ► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftseThere 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 WEEKS5:03 STEVE D BUYS21:30 STEVE W BUYS34:00 STEVE D SELLS44:00 STEVE W SELLS56:10 EUROBOX & BRITBOX UPDATES► 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► 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.

► 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► Episode Notes:Who’s been adjusting numbers this week? Find out in this week’s PlayingFTSE Show! It’s been a short week between recordings. But there’s still plenty of time for the Steves to have been making portfolio moves and paying attention to stock market news.The Spring Statement this week brought some interesting news. In the short term, growth is set to fall and inflation is set to rise, but is there anything positive to report?Steve W finds the Chancellor sticking to her principles and looking to keep borrowing under control admirable. But it’s hard to be that positive about the UK at the moment.It’s been a few weeks since Steve W talked about Associated British Foods. But we’ve had a request from a listener to take another look. The company is driven by Primark, which has performed poorly recently. At the moment, though, it’s trading at a price that might well reflect this – so is it a buy?Shares in Vistry fell sharply this week when the company’s latest trading update turned out to be… as bad as everyone expected. But they weren’t obviously any worse.Steve D has the news and still has a positive view on the business. With the stock down, the ongoing share buybacks could be about to make a big impact on the stock…Cohort is a military technology conglomerate that we haven’t talked about on the show before. But Steve W has been looking and thinks there’s a lot going for it.With the UK government set to increase its defence spending, the company stands to benefit. The share price, though, is up over 100% over the last 12 months, so is it too late?Shares in Ashtead Technology have been rising after the company’s latest trading update. Steve D has the news and it’s very impressive. Revenues and profits are up and they’re up by a lot. So with the stock at a P/E ratio of 15, is Steve W about to let this one slip away?Only on this week’s PlayingFTSE Podcast!► 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 WEEKS5:10 SPRING STATEMENT18:20 ASSOCIATED BRITISH FOODS29:40 VISTRY38:55 COHORT50:35 ASHTEAD TECH► 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.

► 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► Episode Notes:What’s a gravel bike made of? Find out in this week’s PlayingFTSE Show! Contrasting fortunes for the Steves in the stock market this week. One has had a stellar week, but the other has had a more difficult time. Beeks Financial Cloud is a new one for this show and we’ve had a request from a viewer to talk about it. But could low latency mean a big opportunity? The company has a strong position in an interesting niche. And it’s signing up customers from all the big exchanges, meaning there could be a lot more growth to come. JD Wetherspoon is the reason Steve W’s portfolio has underperformed this week. And the company’s latest report was something of a mixed bag. Like-for-like sales came in higher than the industry average over the last few months. But the market is interested in costs right now – and they’re up for the FTSE 250 pub chain.Bloomsbury has come a long way in the time we’ve been looking at it. And it’s reached the stage where the price-to-earnings (P/E) ratio has come back down to around 13. Steve D’s been looking at the author roster and Steve W’s been paying attention to the academic side. Is there anything there to convince them to get buying again?Steve W promised a REIT, so here’s Tritax Big Box. The stock comes with a 5.4% dividend yield company owns and leases warehouses and industrial distribution centres.REITs can often find growth difficult, but net rental income is up 24% compared to the previous year. So why is Steve not so convinced by this one?The stock market liked the latest results from Judges Scientific and so did Steve D. Steve W didn’t, though, a revenue drop is enough to leave him disappointed. There’s a lot of scope for growth from this one and investors should think about whether they can look past a cyclical downturn. And it looks like they are, with the stock going up…Only on this week’s PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingfts► Timestamps:0:00 INTRO & OUR WEEKS5:18 BEEKS FINANCIAL18:19 JD SPOONS30:45 BLOOMSBURY  41:07 TRITAX BIG BOX51:06 JUDGES SCIENTIFIC► 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.

► 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► Episode Notes:Which of Steve W’s stocks are up this week? Find out in this week’s PlayingFTSE Show!The S&P 500 has officially entered correction territory this week and the Steves have both seen their portfolios falling. But what should investors do in this kind of situation?Both Steves have plans for making it through a downturn. And they’re sharing some of the ideas they’ve developed over the last few years this time out. Shares in Adobe have taken a big fall this week. As a result, they’re trading at a P/E ratio that they haven’t reached in the last five years and Steve D has been taking a look. The company feels like it’s going to be relevant for a long time and it has some terrific economic properties. But is AI a threat or an opportunity for the business?Steve W has a new small-cap UK stock to take a look at. It’s Tristel – a manufacturer of some high-powered hospital disinfectant products. The company is planning its move into the US. And with the stock down 25% since the start of the year,  it comes with a growing dividend that starts at an attractive 4.5%. It’s been a while since we’ve looked at Docusign on the show. But the company has been moving forwards nicely in that time. The firm has established a strong position in the digital signature business, but could it be anything more than this? Steve D has been checking this one out.Steve W has been looking at a REIT in the care home sector. An 8.5% dividend yield in an industry where demand is set to stay strong for some time is an attractive proposition.The trouble is, it’s now up 33% because it’s been acquired. This isn’t the first time this has happened in the last few weeks – so is UK real estate the place to look to find value?Only on this week’s PlayingFTSE Podcast!► 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 WEEKS6:03 TIPS TO DEAL WITH CORRECTIONS AND CRASHES24:05 ADOBE34:41 TRISTEL47:35 DOCUSIGN59:47 CARE REIT► 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.

The hosts dive into the tough week for investors, analyzing stock declines and individual performances. They explore CrowdStrike's recent challenges and the shifting fortunes of Bunzl, with discussions on cash deployment strategies. MongoDB's growth in the shadow of AI evolution is highlighted as a potential game-changer. The conversation also touches on the perplexing decline of a major UK retailer despite solid revenue. And, in a twist, they discuss a pioneering organ transport system that's shaking up the industry!

The hosts dive into Nvidia's strong financial performance, yet puzzling stock drop, stirring curiosity about future investment potential. They introduce Celebrus Technologies, a promising newcomer with intriguing revenue prospects. A witty exploration of balancing work and personal life peppers the discussion, along with market reflections on the FTSE 100 and S&P 500. Additionally, they touch on innovative fraud detection technologies reshaping banking, and share insights on the growth trajectories of various sectors, including aerospace and pharmaceuticals.

► 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► Episode Notes:► 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 WEEKS4:55 CASH ISA 13:32 TOAST 23:40 WALMART31:18 SOLAREDGE39:03 CHORD ENERGY48:34 AXSOME THERAPEUTICS1:00:37 DCC► 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.