Where is Steve W seeing cockroaches? Find out on this week’s PlayingFTSE Show!

Steve D’s portfolio has been running away with it, once again. At the other end, there’s a tie for last place in this week’s leaderboard – but between who or what?

There are a lot of people who claim to being the next Warren Buffett, but Mohnish Pabrai has a closer connection than most. And he’s got a new ETF that launched last week.

It’s not a closet index, but is it worth paying for? Steve D doesn’t think so and Steve W thinks there’s a big difference between the Wagons ETF and Berkshire Hathaway…

The stock market didn’t like Klarna’s results and the share price is down in a big way. But are investors making a mistake and presenting an unusually good opportunity here?

A key theme of the show in recent months has been paying attention to how companies recognise revenues. And Steve D is wondering whether this might be one more for the list.

Molina Healthcare is a stock that’s been attracting the attention of some high-profile value investors recently. As well as those guys, Steve W has been taking an interest.

The company has been hammered through a difficult Medicaid situation, but it has a structural advantage over competitors. So at unusual lows, is it time to consider buying?

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

7:19 WAGONS FUND

23:28 KLARNA

47:14 MOLINA HEALTHCARE

► 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

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► 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.