Podcast
Playing FTSE
Hosted by playingftsepodcast · EN
We're a UK based podcast discussing all types of investing. Light-hearted and info-packed, we'll try our best to bring you great coverage of the markets, stocks, politics, and loads of other things in a way that’s accessible and (we hope) entertaining!
32episodes
Episodes
Newest firstAll episodes
Fuel, Fuel and AI Fuel
4d ago01:17:51Tap to summarizeWho gets away with calling a liquid ‘gas’? Find out on this week’s PlayingFTSE Show!Both Steves are in the middle of the indices – as usual – this week. But the software rally is finally creating notable returns from one name.Warren Buffett is barely out of the CEO seat and Berkshire Hathaway is buying an airline. Do these people never learn?Steve W’s been taking a look. And there’s something about this time compared to the pre-pandemic buys that’s catching his eye.We don’t talk about Costco stock enough on this show. So Steve D’s setting out to put that right this week with a look at their earnings.They look solid enough, but the stock market didn’t like it. At 48 times earnings, though, can anyone have any complaints if it goes down?BP shares are down this week as the FTSE 100 oil company dispensed with its Chairman. And it all feels a bit Spurs-y – at least, to Steve W.It’s not going to affect short-term results and it’s probably a positive over the long term. So is this a chance to buy the stock at a discount?Has MongoDB cracked the stock market code? It seems to have worked out what tech investors want to hear.The database company seems nicely-positioned for the rise of AI. And as Steve D points out – people are starting to believe it…Only on this week’s PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS9:25 DELTA & BERKSHIRE23:39 COSTCO45:03 BP57:42 MONGODB► Show Notes:Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →Seals, Space & Printing Money
2w ago01:13:09Tap to summarizeWho’s firing the money printer? Find out on this week’s PlayingFTSE Show!It’s been an ok week for the Steves in the stock market this week. And some unfamiliar names are starting to show signs of life...The big story this week is SpaceX’s upcoming IPO. Steve D’s been looking at the S1 and it’s fair to say he isn’t hugely impressed. It’s fair to say that it’s hard to make the numbers add up without some very bullish assumptions. But is looking at numbers the right way to think about this one?FTSE 100 growth machine Diploma keeps going from strength to strength. 15% organic growth is up there with anything we’ve seen.Steve W, however, is a bit wary. It’s celarly benefitting from some external tailwinds, but is he being too uncharitable about a great set of results?Nvidia’s earnings blew the doors off, but the stock went nowhere. In fact, it went down slightly?Why? Steve W’s worried about the firm’s credibility, but Steve D thinks it might have to do with a $5.5trn market cap…Only on this week’s PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS08:03 SPARCE EX34:51 DIPLOMA50:47 NVIDIA► Show Notes:Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →Our Worst Ever Week in the Stock Market?
3w ago01:14:13Tap to summarizeWho queues for a vegan sausage roll? Find out on this week’s PlayingFTSE Show!This could be the worst week in the stock market for both Steves. But they’re here to talk about it nonetheless. Are things finally looking up for Greggs shares? It looks like it – improving like-for-like sales and a rising share price say so. Steve W’s been taking a look. But there’s something else in the firm’s cash flow statement that’s catching his attention.Steve D is on the case with Klarna and looking at its operating leverage. There’s plenty of it and the company’s even profitable… sort of.The stock market is starting to come around, but zooming out suggests a potential opportunity. Is either Steve buying?Compass might be the FTSE 100 stock that both Steves wish they owned. And it continues to go from strength to strength.Organic growth is impressive and the firm is rolling out its FoodBuy platform across its markets. What’s next for the company?Monday.com’s latest results look very impressive. There’s strong growth across the board and it doesn’t look like slowing down. It’s just starting to look like AI might in fact be a catalyst that drives this company forward. Steve D has the latest.Only on this week’s PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS07:38 GREGGS22:22 KLARNA45:45 COMPASS57:56 MONDAY.COM► Show Notes:Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →Warren Buffett, Organs, and S&P 500 Bargains!
4w ago01:15:53Tap to summarizeWho has a cold, cold heart? Find out on this week’s PlayingFTSE Show!The Steves are up the middle this week. But which FTSE 100 laggard is starting to show some life?We’ve had another viewer request - this time to take a look at S&P 500 insurance brokers. Steve W is on the case.Brown & Brown has been at the centre of a really interesting staff-poaching drama. But what does it mean for the stock?Steve D’s been looking at Transmedics – again. But unlike Oppenheimer, he’s still ok with defending the stock despite a big decline.Profits are down, but a big part of that is where they are in the investment cycle. And with a kidney device on the way, is this the time to buy?Berkshire Hathaway’s first shareholder meeting without Warren Buffett happened last weekend. And Steve W was listening. There’s not a lot that’s new to report – which is sort of the point. But could this be the antidote to the returns of the average investor?Duolingo’s share price has been an AI casualty. And it’s making moves to focus on its subscriber base over profits in the short term.That might be a smart move. But is it enough to put the stock into buying territory for either Steve at the moment?Only on this week’s PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS8:01 INSURANCE BROKERS / BROWN & BROWN26:57 TRANSMEDICS46:36 BERKSHIRE58:55 DUOLINGO► Show Notes:Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →NIke, Mastercard & A Big Tech Roundup!
May 301:16:03Tap to summarizeWhose moat is being destroyed by PayPal?! Find out on this week’s PlayingFTSE Show!Underperformance from Steve this week. Doesn’t matter which one – it’s true of both of them…We’ve had a viewer request to take a look at Nike. And it’s a good one – the stock has been falling, but is it cheap enough to buy?Steve D’s been taking a look at what might be the start of a long process. But Steve W has an idea for how to structure a way in…The S&P 500’s big tech stocks reported this week. And Steve W has a run-down of Alphabet, Amazon, Meta, and Microsoft.Strong cloud growth is reassuring investors about high capex. But why has the stock market been sending one of them lower?Mastercard is one of Steve D’s newer investments. And the latest results show a business that keeps on moving forward. There are no points for making things more difficult than they need to be. So why do investors buy anything apart from Mastercard and Visa?Only on this week’s PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS8:01 NIKE32:42 BIG TECH ROUNDUP50:33 MASTERCARD► Show Notes:Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →4 Sectors, 4 Stocks - Which to buy?
Apr 2601:14:58Tap to summarize► Free Share + Exclusive Deals — Start Here:🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.👉 https://www.trading212.com/Jdsfj/FTSEWhen investing, your capital is at risk. Past performance doesn't guarantee future results.📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.👉 https://fiscal.ai/?via=steve► About Playing FTSE:What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.For people who want to get smarter about investing — without wanting to fall asleep.► Free Investing Course + Newsletter:📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.👉 https://playingftse.substack.com/► Enjoyed the Episode?☕ Buy us a coffee (we'll spend it on the show, promise):👉 https://ko-fi.com/playingftse💬 Drop a question in the comments or find us on Instagram:👉 https://www.instagram.com/playing_ftse/📩 Business enquiries: playingftsepodcast@gmail.com► Timestamps:0:00 INTRO & OUR WEEKS6:24 ABF / PRIMARK DEMERGE18:21 INTUITIVE SURGICAL39:46 NETFLIX52:14 SK HYNIX► Show Notes:Why isn’t Molina Healthcare helping Steve W’s ISA? Find out on this week’s PlayingFTSE Show!Both Steves are down this week. But there’s always someone worse off than you and this week, it’s the people who own the FTSE 100.The FTSE 100 is getting an exciting new retailer – Associated British Foods is demerging Primark. Both Steves are interested (but don’t call it an IPO). It’s unusual for investors to get to buy shares in a retailer that hasn’t reached saturation. But what’s the big issue Steve W’s waiting to find out about?Intuitive Surgical is one of the S&P 500’s best businesses. But the company has been catching up to its valuation in the last few years.Steve D’s checking in, though, and things are going incredibly well. And there’s lots to like about its growth ambitions as well…Netflix is a stock that we always keep an eye on But the market didn’t like something about its latest earnings report.Steve W’s been having a look. And he’s violently opposed to the idea that the firm is the big loser in the Warner Brothers Discovery deal.Memory demand has exploded and SK Hynix has been one of the leaders. And it’s the show’s first South Korean stock!Steve D’s been digging into this one. But is the firm’s huge exposure to Nvidia a good thing or a cause for concern?Only on this week’s PlayingFTSE Podcast!Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
Transcribe →Meet Niall -- Show Me The Value
Apr 1901:29:10Tap to summarize► Get a free fractional 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 analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.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 WEEKS2:48 NIALL INTRO11:58 NIALLS FAVE SUBSTACKS 16:37 INVESTING STYLE 23:17 WHEN DOES VALUATION TRUMP UNDERSTANDING28:31 PORTFOLIO & CYCLES 43:47 SAINSBURY & UK HOUSEBUILDERS 56:26 ANGLO AMERICAN 1:03:07 DEERE1:15:24 QUICKFIRE ROUND► Show Notes:Who’s living in denial? Find out on this week’s PlayingFTSE Show!We have an interview lined up for this week – it’s Niall from the ShowMeTheValue Substack. He also posts on Trading212 as ‘Anathema’ so check him out over there!In an hour and a half, we covered a lot. This included what the best Substacks are (besides ours), a breakdown of Niall’s portfolio, and what’s wrong with Berkshire Hathaway.The time flew by for us and hopefully it will for you, too. Be sure to check out Niall’s Substack at http://www.showmethevalue.substack.comOnly on this week’s PlayingFTSE Podcast!► 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.
Transcribe →Changes, Competitions, Gamma, Unilever & A Cybersecurity Mega Play?
Apr 1201:10:45Tap to summarize► Get a free fractional 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.► What's on the showWhat is Knowledge Transmission? Find out on this week’s PlayingFTSE Show!It’s been quite the week in the stock market. There’s not much between the FTSE 100 and the S&P 500, but one of the Steves is there…We’re locking in our changes to the Britbox. And there’s been a change since the recording of the show to update with.Senior is no longer a stock in transition. As we were recording, the firm announced a takeover deal – so we didn’t manage to cover that!One change each for the Eurobox. But can we turn around the faltering portfolio by selling a stock that’s up 100%?Steve W’s looking to out-of-favour Wolters Kluwer. And Steve D sees Spotify at a big discount. Shares in Gamma Communicationssruged this week. But it had nothing to do with the ceasefire between the US and Iran.The company is in takeover talks. So Steve W is up on his position from last week, but he has a bigger problem now…Steve D’s recently added Rubrik to his portfolio. It’s a company in a very promising industry, but the stock has been falling. Compared to other SAAS names it looks very attractive. So why has the CFO been selling a stake in the last few days?Unilever shares fell as the firm announced plans to sell its food division. And it’s not hard to see why. The deal isn’t a clean break for the FTSE 100 company or its shareholders. But as the dividend yield hits 4%, Steve W is on the lookout for potential value.Only on this week’s PlayingFTSE Podcast!► 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 analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.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 WEEKS5:38 COMPETITION WINNERS8:16 EUROBOX UPDATES17:17 BRITBOX UPDATES27:15 GAMMA41:29 RUBRIK59:13 UNILEVER► 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.
Transcribe →4 Portfolio Updates - What's Up & What's Down?
Apr 501:02:14Tap to summarizeHow can you get a free t-shirt and a copy of Poor Charlie’s Almanack? Find out on this week’s PlayingFTSE Show!It’s that time of the year where we reflect on how badly Q1 has gone. And it hasn’t gone well – but it’s better than some have managed.Steve W’s lost 6% this quarter. But he’s made two big moves out of cyclical stocks that have done well and into tech. The timing hasn’t been perfect, but if it hasn’t been terrible. The question, though, is what his plans for the new ISA season are.Steve D is down 6.6% in Q1. But he’s been using some weakness in share prices to add to existing names in a pretty big way.Adyen dropping has been the big story and the dip has been well and truly bought. More surprising, though, is the name he’s been selling…The Eurobox has had a terrible three months. You can count the stocks that are up on the fingers of one hand (and the ones Steve W chose using your thumb).Things would have been even worse if we’d stuck with the names we cut at the start of the year. So is it time to cut bait with some more losers? The Britbox is largely flat, despite the FTSE 100 being up significantly. And this time the winners and losers are spread across the board. We’re looking at one change each this quarter, both coming from names that we’ve talked about before. But what’s getting sold to make way?Only on this week’s PlayingFTSE Podcast!► Get a free fractional 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 analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.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 WEEKS4:13 COMPETITION5:48 STEVE W’S PORTFOLIO24:26 STEVE D’S PORTFOLIO44:37 EUROBOX53:07 BRITBOX► 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.
Transcribe →Diploma Shows Terry Smith & 3I How It's Done!
Mar 2901:00:34Tap to summarizeWhen should you fire your fund manager? Find out on this week’s PlayingFTSE Show!Both Steves were pleasantly surprised when they looked at their portfolios this week. Neither is good, but Steve D has done less badly than most.We had a request to talk about what the UK’s Warren Buffett has been saying recently. So Steve W checked out the Fundsmith Meeting.There were no excuses, apparently. But is Terry Smith right about AI, or is this going to be the latest obstacle for the fund?3i – one of the FTSE 100’s top-performers in recent years – crashed this week. And Steve D’s been looking at why. Like-for-like sales growth in its key subsidiary – Action – is set to be modest. So is it really worth an EBITDA multiple of 18.5?Diploma – one of the UK’s top growth stocks – continues to go from strength to strength. The firm has upped its guidance for 2026. There’s no question this is a strong sign, but how much of it is a cyclical boost? And why is the company’s model for organic growth so low?Only on this week’s PlayingFTSE Podcast!► Get a free fractional 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 analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.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 WEEKS7:08 FUNDSMITH25:09 3I45:51 DIPLOMA► 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.
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