
Show Notes
Who’s struggling in Sri Lanka? Find out on this week’s PlayingFTSE Show!
Down weeks all round this time in the stock market. But Steve D at least has something worth reporting from the last seven days
It might be a tough time for private equity, but KKR still have a view on the stock market for 2026. And it’s one that should give both Steves a lot of reason for optimism.
According to their forecasts, high quality beats low quality, asset-light beats asset-heavy in 2026. Is that set to play right into this show’s hands?
Netflix stock is near a 52-week low and it fell again after its latest earnings report. The reported numbers were decent, but sales growth going forward is set to be a bit lighter.
The bigger issue, though, is the firm’s bid to take over Warner Brothers Discovery. There’s a lot of risk involved, but Steve W thinks it might be that the company can’t lose…
Wise is a UK stock we both like and it’s soaring after the latest update. It’s very strong – but not really in a way beyond what we’ve come to expect from the firm.
Is the stock market finally coming to see what’s going on? Or is there another reason why the share price has pushed higher as it prepares for a dual listing?
Judges Scientific is one of our top growth stocks, but it fell sharply earlier this week. The company’s guidance was very weak, but Steve W thinks things could turn around sharply.
Demand in the US has been the issue, but Congress has thrown out the administration’s plans to cut research funding. So is a huge recovery on the cards in the next few months?
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.
► Spreadsheet Link:
Link for the spreadsheet!
► 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/
► Timestamps:
0:00 INTRO & OUR WEEKS 7:10 KKR’S GUIDE TO THE MARKETS 28:27 NETFLIX 44:00 WISE 56:31 JUDGES SCIENTIFIC
► 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