Show Notes
Why haven’t the Steves been sleeping well? Find out on this week’s PlayingFTSE Show!
Both Steves have outperformed this week and it’s the same one stock carrying them higher. A UK name that’s the fourth-largest investment in both their portfolios.
Steve D talked about it at the start of Q4 and has had an eye on the situation for a little while. But for Steve W, it’s a bold move that’s paid off, but was it a silly one?
Netflix shares are down and the reason isn’t hard to find. Growth is slowing and the company has a new and meaningful competitor to deal with.
According to Steve D, however, it’s historically cheap. And Steve W thinks it has some important competitive strengths that investors tend to overlook at times like these…
Steve W’s new(ish) stock Intuitive Surgical has had quite the week. It fell sharply after results, but – after we recorded this – it snapped back again to finish the week well up.
Sometimes you can’t keep a good stock down. But has Steve W identified a key risk to the company’s business model going forward?
We’ve never talked about Pensionbee before, but Steve D has been taking a look. It’s got a Beekeeper and a Beebot but is there anything in its B2B channel growth?
Steve W can’t make up his mind. It’s probably a good thing for people to be able to access their forgotten pensions, but it’s a pity if this is something the world needs…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 11:43 NETFLIX 30:44 INTUITIVE SURGICAL 45:52 PENSIONBEE
► 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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