Playing FTSE

How much would you pay for The Pink Panther? This week, our games take an entirely new direction as Steve D introduces 'Does the Cap Fit?' and exposes how little the others know about their own portfolios. Afterwards, we get onto Amazon's recent acquisition of MGM, Netflix, Disney, and the streaming giants. Lastly, you can find out a bit more about what Steve W does for a living, and why he's our self-proclaimed expert on lying...

What have ARK been doing that’s jumped out at Steve D? What does Paul think is ‘poppycock’? And why does Steve W wish Warren Buffett was more like Paul Briscoe? Find out in this week’s episode of Playing FTSE! Market volatility has been putting downward pressure on high-growth stocks. So this week, Steve W leads us out with a game of “Is the ARK Sinking?”. We then go on to talk about Michael Burry’s short position in Tesla, Technoking Elon’s cryptocurrency activities, and the EV manufacturer’s trajectory. Since it’s 13F season, we also take the obligatory look at what Warren Buffett and Berkshire Hathaway have been up to, selling Wells Fargo and Chevron and adding to an already big position in Verizon. From there, we check in with our resident T enthusiast to see how Briscoe is handling the AT&T decision to merge WarnerMedia business with Discovery.  Stocks mentioned: $BRK.A, $BRK.B, $CVX, $KR, $T, $TSLA, $VZ, $WFC, $WKHS.

I know we always say this one’s a long one - but my god this one is a long one! Go! Quick! Grab some supplies or you’ll be seeing mirages before the end! We kick it off with our new game show: “You Suck at Cha-Math”, grab a pen and paper and play along - let us know your score in the comments section. After this, we talk about our portfolios, how we’re doing, our actions when we’re having a bad week, and give some general tips to help you stay the course. We talk you through companies like Chewy and Virgin Galactic and help draw the line in the sand between growth and speculation, we talk about Olo, a company we all like that is taking back the customer experience from the likes of Uber, JustEat, and Doordash. We then go over the old argument - dividends vs growth and give our views on the benefits of one style vs being a hybrid investor. We also go over big tech vs little tech and SteveW talks us through 4 stocks he thinks are approaching good value. We finish on a live reaction to Disney’s earnings and try to figure out just how badly cinemas are going to struggle as we continuously move to an in-home streaming model before Briscoe has a mini-rant about Martin Lewis. Stocks mentioned: Virgin Galactic ($SPCE), Olo ($OLO), Chewy ($CHWY), Tyler Technologies ($TYL), Mercado Libre ($MELI), StoneCo ($STNE), Disney ($DIS), Unity ($U), Barkbox ($STIC) & Veeva ($VEEV)

Hello & welcome to episode 14! We're still a threesome this week due to illness (get well soon Zak!) but welcome back Steve W from his honeymoon. In this one, we open with how our portfolios are doing, touch upon BoE Governor Andrew Bailey’s thoughts on crypto, and how FAANG has seemingly hoovered up the US stimulus. Our main topic, following the Motley Fools Chairman David Gardner stepping down, is to discuss David’s 5 steps to being a Rule Breaker Investor. We also cover Marks & Spencer's creamy meatballs, why Peter Lynch likes PEG’s and Briscoe gets his tinfoil hat out. In the second half we’re all about inflation - why is the FED so terrified of raising interest rates, are they doing the right thing and what exactly is an inflation nutter? And to finish we head back to discuss why Winners win, why Steve D and Briscoe would benefit from a stock penalty box, and finish on our review of the Berkshire meeting and why we think Greg, the next Berkshire Chairman, has a tough task ahead. So grab a snack or two, seriously, this is a long one! And for those on the toilet, we apologise for the pins & needles.

We're minus one this week as Steve W is on Honeymoon - but we didn't let that stop us. In this one, we discuss Britcoin, Biden and the Fed's new tax proposals, Netflix's latest earnings, and what this means for the streaming wars and lastly Zak gives us a rundown on his new favourite penny stock!

In this week's podcast we discuss our favourite Emerging Market stocks, we cover Alibaba and JD.com and tell you about a hidden way to get Tencent in your ISA dirt cheap! So grab a cuppa', this one's an hour and is jam-packed.

With Cathie Wood and her ARK heading straight for the moon with their new ETF, ARKX, built around space st0nkz, we try catching up in our space tractors (courtesy of $DE) and figure out why on Earth (or should we say, OFF EARTH) is Netflix included in the holdings. What’s more - get to hear a better angle on #SuezBLOCKED from the inside and what sort of ramifications this would have on small cap companies, why we're annoyed with the UK Competition and Markets Authority in regards to halting a merger between Crowdcube and Seedrs, and why we’re invested in a remarkable small health-tech company called Transmedics (Ticker symbol: TMDX) which looks to be making great strides with the FDA over in the U.S. So grab a cuppa, and let’s get the show running.

This week the lads entertain you with the idea of investing in livestock (yes, you heard that right!), and AVOCADOS. And, there’s more. We get to grips with the BEEF that’s being slowly cooked between a sleeping giant (Volkswagen, or should we say Voltswagen?) and the milky bar kid if he was on the ecstacy herbal cigarettes; Tesla. With VW flexing its muscle with it’s new SUV EV and expansions into China, should Tesla-$850-buyers be worried, even a little? Hear us decipher this, and more, in today’s electrifying show. So grab a cuppa, and hit play now!

Due to popular demand, the lads give insight into their portfolio strategies, why and where they see their portfolios going, discuss the crypto-heroic #Coinbase and its highly anticipated IPO, discuss why FRX could be terrible, and what it means for UK buyers if the USD devalues. It’s economics made simple mixed with our usual "Brit banter" - so grab a cuppa, and let’s get to it!