Why Has Rishi Called An Election? Plus UK and US Earnings!

Playing FTSE

► 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! And full disclosure we get one too! 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: Whose town has been taken over by a bunch of Karens? Find out on this week’s PlayingFTSE Show! We’re getting straight into the action this week – there’s a General Election on the way. And Steve and Steve have plenty to think about here. It comes on the back of an impressive inflation reading that the FTSE 100 didn’t like very much. But what should investors be looking for next from the UK? Nvidia reported earnings this week and the numbers came in impressive. With AI spending still going, the company annoucned 600% revenue growth. The question for investors is what the supply and demand balance looks like. Steve W is more concerned about supply and Steve D thinks the real question is around demand. Rolls-Royce has had an impressive couple of years. It’s not been going full Nvidia, but a recovery in engine flying hours has been driving things forward. The company announced this week that it’s on track to its £3.1bn free cash flow target in 2027. But the stock didn’t move, so Steve W is taking a closer look at a potential bargain. Bloomsbury has been a terrific stock for Steve D. Led by the output of Sarah J. Mass, the company has been growing impressively and put up some strong numbers. What does it look like if the publication cadence slows down, though? Steve D has the answer, but in the meantime, there’s a 25% dividend increase for investors to enjoy. Experian share trade at a price-to-earnings (P/E) ratio of 40. And with company growing at 6% per year, it looks like it’s grossly overpriced. Steve W thinks there’s more going on with the stock, though. But is a cyclical recovery in the US and a strong presence in Latin America enough to get the company growing enough to justify its price tag? Deckers is a stock that has had Steve D doing victory laps for some time. And the company announced a strong set of earnings this week. The growth looks steady, rather than spectacular. Steve is rethinking his investment as a result. But what’s the ideal timeline for him to make a sell with the pound holding up well against the dollar in the face of the latest election news? ► 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 & How’s Your Week Been? 6:25 UK Election 19:54 Nvidia 38:03 Rolls Royce 50:20 Bloomsbury 1:06:23 Experian 1:19:49 Deckers ► 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