Show Notes
What day of the week does Monda.com report earnings on? Find out on this week’s PlayingFTSE Show!
Steve D has absolutely run away with it in the stock market this week. With Steve W, it depends on how you measure things…
Adyen shares have been driving Steve D’s portfolio higher. But there are quite a few things to pay attention to.
A move to buying over building and a push to buy computing power at the high end of the cycle look out of character. The stock, however, is still well below its 5-year high…
Berkshire Hathaway without Warren Buffett in charge doesn’t feel quite the same. But is that a bad thing?
Steve W’s been looking at the latest earnings report. Insurance was weak, but let’s be honest – the really interesting bit is Greg Abel knocking a hole in the $300bn cash pile.
The stock market is starting to decide what it thinks of software companies. And it’s sorting them into winners and losers.
Which one is Monday.com? It’s a bit hard to tell - the numbers look pretty robust, but it’s making the kind of moves of a company under AI pressure…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 6:34 ADYEN 25:40 BERKSHIRE 44:24 MONDAY
► Show Notes:
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