Show Notes
**Check Out James On Instagram: https://www.instagram.com/trade_pass/**
What’s harder: building a data centre in space or a house in the UK? Find out on this week’s PlayingFTSE Show!
This week, we have something a bit different. With Steve W on holiday, it’s the return of the UK’s Number 1 independent stock picker – Dr. James Fox!
It’s been quite the year in the stock market. And James is here to break it all down for us – as well as telling us where he thinks we’re heading from here.
Unlike a lot of investors, James doesn’t mind timing the stock market. He’s focused on buying low and selling high, which is what the best investors do.
On top of that, though, he’s got some very specific things he looks for in an investment. So what’s he been buying and selling over the last few months?
AI has been the theme of 2026 and some time before and Micron has been one of our guest’s top-performing stocks. But he also has some reservations about the industry.
Sooner or later, someone has to make some money in the industry. James, however, thinks the hardware buildout could still have years left to run…
Energy is the other big theme James has been looking at. It’s well-known that data centres need a lot of power and that has to come from somewhere.
Is solar the answer? It solves a lot of the problem of grid connectivity and with the US focused on oil, it’s hard to argue that the stocks are consensus choice right now…
It’s been a tough year for Terry Smith and Fundsmith. But the UK’s Warren Buffett has announced a change of strategy and it looks a bit like closer alignment with James.
Despite this, our guest isn’t entirely convinced by some of the latest Fundsmith moves. And one stock that’s particularly interesting at the moment is AppLovin.
Is the doctor in or out on Adobe, MercadoLibre, and SpaceX? And what about BAE Systems, Barratt Redrow and Wise?
It’s our quickfire stock discussion with the UK’s top-ranked independent stock picker. This is one you won’t want to miss.
Only on this week’s PlayingFTSE Podcast!
More from Playing FTSE
What does winning feel like? Find out on this week’s PlayingFTSE Show!
How much cheese can you buy in a Makro? Find out on this week’s PlayingFTSE Show!
Whose health is suffering along with their wealth? Find out on this week’s PlayingFTSE Show!
Who makes the best mayonnaise? Find out on this week’s PlayingFTSE Show! Steve D is back, but probably wishing he wasn’t. It’s a story of the bad and the worse in the stock market this week as the S&P 500 marches on… Shares in Vistry are down – again – after the results of the new CEO’s investigation. There’s a £400m writedown and an important change of direction for the business. Both Steves have owned this, but it’s been one set of bad news after another. And Steve D has made a big decision… Exor is a stock that has confounded value investors for some time. It trades at a huge discount to its net asset value, but could that be about to change? There’s a share buyback programme on the way and the potential for an exciting new investment. Steve W thinks this one looks interesting. It’s been a tough couple of years for Nike shareholders and the news isn’t really getting any better. Kylian Mbappe has moved to a competitor. On Running has been taking share from the market leader for some time. But with the stock now trading at the same multiples as Nike, is it worth a look at these prices? Only on this week’s PlayingFTSE Podcast!
**Check Out ISA Investor on YouTube** https://www.youtube.com/@ISAInvestorUK