Show Notes
Who’s bought a Zapdos this week? Find out on this week’s PlayingFTSE Show!
Big divergences in the stock market this week. The FTSE 100 is up, the S&P 500 is down and both of the Steves round to zero – make of that what you like.
Cava – the Greek version of Chipotle Mexican Grill – has reported earnings. And the stock market really liked them.
Sales are growing, the company’s opening more stores, and it’s branching out into salmon. But does the valuation make any sense?
Diageo’s share price fell 13% after it’s annual results. One reason for that is a dividend cut, but Steve W’s not surprised.
There’s also a change in direction from premiumisation to products with broader appeal. But is that a winning strategy or a risk?
Transmedics continues to go from strength to strength. The firm has the best product in a recession-resistant industry and it’s expanding into Europe.
It’s more expensive than a sandwich cooler, but if it can keep going there could be good things for investors. Steve D has the latest on this one.
Axon Enterprise is a rare example of a tech stock that looks AI-proof. It’s very well-protected by its hardware division.
Stock-based comp has always been an issue, but management is making moves to address it. Is it enough, or still egregious?
Axsome Therapeutics is a stock we don’t cover often. In fact, we don’t really talk about life sciences that much – but this is a good one.
Repurposing existing molecules has led to some explosive revenue growth. And there’s the potential for a lot more on the way in April…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 7:38 CAVA 22:09 DIAGEO 33:08 TRANSMEDICS 47:15 AXON ENTERPIRSE 57:26 AXSOME THERAPEUTICS
► 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
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