Spotify, Shopify, Crodaify and Newsify

Playing FTSE

► 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 been hiding behind Steve D’s closet? Find out on this week’s PlayingFTSE Show!

In a week where the Trump rally started to unwind and the indexes are down, Steve and Steve have had contrasting fortunes. Who’s been outperforming everything (for once)?

There’s a lot in this week’s quick news section. Steve W has been looking at a mixed report from B&M, a decent one from Tencent, and news of a change in the UK pension industry.

Steve D has news from Disney, Nubank, and The Trade Desk. Positive reports have stocks moving higher, but is now the time to be buying into any of them?

We’ve said before that Netflix is the last subscription that people seem to want to cut. But Spotify might have something to say about that.

The company’s latest earnings report looks strong, with plenty of scope for earnings growth as profits start to come through. Steve D sold this a lot lower – is it time to come back to it?

Croda International continues to fall with the news of RFK Jr.’s appointment as health minister. But trading at metrics not seen since 08/09, is it finally in buying range?

That’s the question Steve W has been considering. The latest earnings report was quite positive, but the market seems to have shrugged that off and the stock is back down again.

Shopify’s share price has been all over the shop, but its business is going well. Profits are increasing rapidly, but there’s revenue growth as well for investors to consider.

The stock might look expensive at first sight, but it’s a long way from where it was five years ago. Time for Steve or Steve to take a closer look?

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 WEEKS

5:58 PENSIONS NEWS

9:26 QUICK NUBANK

12:10 QUICK TENCENT

17:24 QUICK THE TRADE DESK

21:52 QUICK B&M

26:06 QUICK DISNEY

30:40 SPOTIFY

40:48 CRODA

50:52 SHOPIFY

► 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.