Show Notes
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► What's on the show
What is Knowledge Transmission? Find out on this week’s PlayingFTSE Show!
It’s been quite the week in the stock market. There’s not much between the FTSE 100 and the S&P 500, but one of the Steves is there…
We’re locking in our changes to the Britbox. And there’s been a change since the recording of the show to update with.
Senior is no longer a stock in transition. As we were recording, the firm announced a takeover deal – so we didn’t manage to cover that!
One change each for the Eurobox. But can we turn around the faltering portfolio by selling a stock that’s up 100%?
Steve W’s looking to out-of-favour Wolters Kluwer. And Steve D sees Spotify at a big discount.
Shares in Gamma Communicationssruged this week. But it had nothing to do with the ceasefire between the US and Iran.
The company is in takeover talks. So Steve W is up on his position from last week, but he has a bigger problem now…
Steve D’s recently added Rubrik to his portfolio. It’s a company in a very promising industry, but the stock has been falling.
Compared to other SAAS names it looks very attractive. So why has the CFO been selling a stake in the last few days?
Unilever shares fell as the firm announced plans to sell its food division. And it’s not hard to see why.
The deal isn’t a clean break for the FTSE 100 company or its shareholders. But as the dividend yield hits 4%, Steve W is on the lookout for potential value.
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 5:38 COMPETITION WINNERS 8:16 EUROBOX UPDATES 17:17 BRITBOX UPDATES 27:15 GAMMA 41:29 RUBRIK 59:13 UNILEVER
► 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
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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.
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