Show Notes
Who’s not impressed by the seaside? Find out on this week’s PlayingFTSE Show!
This week, Steve W’s had one to forget (just). But Steve D’s managed to do a better job – enough to keep the show’s dignity intact.
It’s time to finalise the changes in the Britbox. And there’s a bit of a change from what we talked about last week.
Our viewers have suggested RELX and Sage, but Steve D’s got an eye on the London Stock Exchange Group. The big question, though, is what’s gone wrong with Steve W’s choice??
In the Eurobox, Steve W’s got a new name to look at. It’s a growth stock with a familiar business model that could have a long runway for future earnings increases.
Steve D’s got some strong ideas as well. But the big question is what’s going to make way for these new stocks that we’re wanting to buy?
Is this the beginning of the end for Fundsmith? We usually think these headlines are a bit overblown, but the latest letter to shareholders has a worrying tone to it.
The results are one thing – even the best in the business go through periods of underperformance. But a fundamental change of strategy looks like a more worrying sign.
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 8:37 BRITBOX INS AND OUTS 26:32 EUROBOX INS AND OUTS 46:04 FUNDSMUDGE
► 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.
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