Show Notes
**Check Out ISA Investor on YouTube** https://www.youtube.com/@ISAInvestorUK
Where is Steve D? Find out on this week’s PlayingFTSE Show!
This week, Steve W is sitting down with ISA Investor UK. A long-time listener with an overlapping past, this mysterious investor has a unique approach to the markets.
A portfolio worth over £1,000,000 would be enough for most people. But ISA Investor UK just keeps on going – at least, for the time being.
What motivates someone to keep pushing forward after so much success? And how might his approach to risk change in the future?
ISA Investor’s portfolio is a really interesting one. There’s no big hyperscaler tech and it’s focused on a few key ideas that have been working really well.
AI, healthcare, and commodities producers dominate the portfolio. And that speaks to a much deeper investing strategy that’s worth thinking about going forward…
Unlike a lot of our usual guests, ISA Investor UK is active with options. But only selectively and in some very specific cases.
Hedging and passive income are legitimate strategies for options traders, but not really ISA Investor. Steve W wants to know why not.
We’ve not really talked about KGHM on the show before. And that might be an oversight on our part, given our previous interest in copper and mining stocks.
ISA Investor explains the rationale for looking at a company that combines low production costs with relatively low political risks. One to consider buying?
In our quick-fire round, we’re talking about ASML, Intuitive Surgical, and Uber. But are these cases of ISA INvestor, or ISA OUtvestor?
There are some surprising results from our guest. And there’s also an interesting story about Airbnb to talk about…
Only on this week’s PlayingFTSE Podcast!
► Free Share + Exclusive Deals — Start Here:
🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.
👉 https://www.trading212.com/Jdsfj/FTSE
When investing, your capital is at risk. Past performance doesn't guarantee future results.
📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.
👉 https://fiscal.ai/?via=steve
► About Playing FTSE:
What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.
For people who want to get smarter about investing — without wanting to fall asleep.
► Free Investing Course + Newsletter:
📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.
👉 https://playingftse.substack.com/
► Enjoyed the Episode?
☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse
💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/
📩 Business enquiries: [email protected]
► Timestamps:
0:00 INTRO & OUR WEEKS 2:00 MEET ISA INVESTOR 12:50 PORTFOLIO 25:02 OPTIONS 35:51 ISA’S STOCK 49:13 IN-VESTOR OR OUT-VESTOR
► 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.
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!
What’s got more flavour than an Oxo cube? Find out on this week’s PlayingFTSE Show!