Show Notes
What’s Michael Burry buying? Find out on this week’s PlayingFTSE Show!
It’s a close-run thing in the stock market this week. At least, it is between Steve and Steve – the FTSE 100 and the S&P 500 are nowhere to be seen really…
MercadoLibre shares fell after strong revenue growth – and lower profits. The company is investing to strengthen its position, but is this a good thing?
Amazon, Shoppee, and Temu are all coming for the Brazilian e-commerce market. Steve D, however, isn’t really worried…
It’s been quite the year for SAAS stocks and Steve D has the good, the bad, and the ugly. The difference between them is quite striking.
We’ve had the right framework for thinking about these on the show – so far. But which name has been the runaway winner in Steve’s portfolio?
Uber shares went down – and then back up again – after earnings this week. The issue is a familiar one in the form of heavy spending and uncertain returns.
It’s not the only company looking to maintain its competitive position in a changing world. But is it going to turn out more like Rightmove, or Microsoft?
Progyny losing Amazon as a customer should have been a huge blow. But while it hasn’t been a good thing, the company has continued moving forward.
That’s hugely impressive. So why did the stock fall after this week’s earnings report?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 07:07 MERCADO LIBRE 26:50 SAAS 47:28 UBER 1:04:04 PROGYNY
► 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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