Show Notes
Where is Steve W seeing cockroaches? Find out on this week’s PlayingFTSE Show!
Steve D’s portfolio has been running away with it, once again. At the other end, there’s a tie for last place in this week’s leaderboard – but between who or what?
There are a lot of people who claim to being the next Warren Buffett, but Mohnish Pabrai has a closer connection than most. And he’s got a new ETF that launched last week.
It’s not a closet index, but is it worth paying for? Steve D doesn’t think so and Steve W thinks there’s a big difference between the Wagons ETF and Berkshire Hathaway…
The stock market didn’t like Klarna’s results and the share price is down in a big way. But are investors making a mistake and presenting an unusually good opportunity here?
A key theme of the show in recent months has been paying attention to how companies recognise revenues. And Steve D is wondering whether this might be one more for the list.
Molina Healthcare is a stock that’s been attracting the attention of some high-profile value investors recently. As well as those guys, Steve W has been taking an interest.
The company has been hammered through a difficult Medicaid situation, but it has a structural advantage over competitors. So at unusual lows, is it time to consider buying?
Only on this week’s PlayingFTSE Podcast!
► Get a free fractional share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.
► Get 15% OFF Fiscal.ai:
Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!
► Follow Us On Substack:
Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.
You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.
https://playingftse.substack.com/
► 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!)
► Timestamps:
0:00 INTRO & OUR WEEKS 7:19 WAGONS FUND 23:28 KLARNA 47:14 MOLINA HEALTHCARE
► 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 Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► Disclaimer:
This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
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