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Around The World In 7 Equities

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Manage episode 436034458 series 2915486
Content provided by playingftsepodcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by playingftsepodcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s a Montessori bed? Find out on this week’s PlayingFTSE Show! Steve W’s been on holiday this week, so this show was recorded on August 16th. Don’t worry, though, there’s still been plenty to talk about. We’re sticking to the globetrotting theme for our quickfire round. Latin American StoneCo is on the list – Steve W made a mess of buying and selling it a few years ago, but how’s it doing now? After that, we’re off to the Swiss Alps to talk about On Running, the US for an update on Deere, and Uruguay to find out about dLocal. But which, if any, have the Steves been buying recently? Tencent is one of those stocks that people either love or hate, mostly depending on how they feel about investing in Chinese equities. But Steve D has been seeing promising signs from the company. The latest update features decent growth and a widening moat. So the big question for investors is when the value equation becomes attractive enough to offset the obvious risk of the VIE structure. Five Below is a stock that probably isn’t on the radar of most UK investors. But Steve W thinks it looks interesting after a big fall since the start of the year. Things have started to look up just recently for the stock, though, so is it too late to buy? With the company exposed to under-pressure consumers in the US, the moment to strike might have passed. As always, we’re interested in what’s been going on with Monday.com. And as always, it’s probably better and more interesting than the attention it gets. It’s easy to see why Steve D likes it – the company is growing like a weed and the stock is close to its IPO price. Could that mean there’s an opportunity here with investors looking the other way? Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:47 Quick On

10:35 Quick Deere

15:01 Quick dLocal

18:37 Quick StoneCo

22:24 Tencent Earnings

33:51 Five Below

47:01 Monday.com

► 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

  continue reading

232 episoade

Artwork

Around The World In 7 Equities

Playing FTSE

23 subscribers

published

iconDistribuie
 
Manage episode 436034458 series 2915486
Content provided by playingftsepodcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by playingftsepodcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

► Get a free share!

This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below!

https://www.trading212.com/Jdsfj/FTSE

► Get 15% OFF Finchat.io:

Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls!

https://finchat.io/playingftse/?lmref=iQl2VQ

► Episode Notes:

What’s a Montessori bed? Find out on this week’s PlayingFTSE Show! Steve W’s been on holiday this week, so this show was recorded on August 16th. Don’t worry, though, there’s still been plenty to talk about. We’re sticking to the globetrotting theme for our quickfire round. Latin American StoneCo is on the list – Steve W made a mess of buying and selling it a few years ago, but how’s it doing now? After that, we’re off to the Swiss Alps to talk about On Running, the US for an update on Deere, and Uruguay to find out about dLocal. But which, if any, have the Steves been buying recently? Tencent is one of those stocks that people either love or hate, mostly depending on how they feel about investing in Chinese equities. But Steve D has been seeing promising signs from the company. The latest update features decent growth and a widening moat. So the big question for investors is when the value equation becomes attractive enough to offset the obvious risk of the VIE structure. Five Below is a stock that probably isn’t on the radar of most UK investors. But Steve W thinks it looks interesting after a big fall since the start of the year. Things have started to look up just recently for the stock, though, so is it too late to buy? With the company exposed to under-pressure consumers in the US, the moment to strike might have passed. As always, we’re interested in what’s been going on with Monday.com. And as always, it’s probably better and more interesting than the attention it gets. It’s easy to see why Steve D likes it – the company is growing like a weed and the stock is close to its IPO price. Could that mean there’s an opportunity here with investors looking the other way? Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

► 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....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?)

► Timestamps:

0:00 Intro & Our Weeks

5:47 Quick On

10:35 Quick Deere

15:01 Quick dLocal

18:37 Quick StoneCo

22:24 Tencent Earnings

33:51 Five Below

47:01 Monday.com

► 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

  continue reading

232 episoade

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