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Playing FTSE

► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too! ⁠⁠http://www.trading212.com/promocodes/FTSE⁠ ► Get 15% OFF Finchat.io: Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Who placed their first out-of-hours trade this week? Find out on this week’s PlayingFTSE Show! Steve and Steve have a mixed bag to discuss this week. There are earnings, stocks, and new products to discuss! Jim Simons – the best in the business to do it – died this week. Steve and Steve reflect on someone who generated better returns in a bad year than either of them does in a good year.. Then it’s on to Disney. The stock didn’t take hugely well to the company’s earnings – but the report wasn’t all that bad and a lot of the negative news was already known about. The upcoming release list from Disney looks solid, rather than spectacular, with a number of familiar names getting another go around. Is this a sign or strong intangibles, or underinvestment in growth and innovation? Steve W has been looking at Greggs – a favourite of Steve D. With a plausible growth progression to 3,000 UK stores, it looks like there’s still more to come. A P/E ratio of 20 makes things look a little expensive, though. But could this be a stock that Paul would have gone for if he hadn’t been around. Progyny has had a tougher week, falling sharply after its latest earnings report. But has Steve D been taking advantage of a potential buying opportunity? With the cost of living high at the moment, there’s been a little bit of a falling off in terms of demand, as people put off starting families. But Steve W thinks this won’t last forever. We haven’t talked about Porvair much on the show. Steve W thinks this is a mistake and wants to take a closer look at the UK small cap filtration company. With a strong moat and a dominant position in some niche markets, there’s enough to like. But is the enormous focus on ESG in its investor communications a red flag? AirBnB comes with some highly attractive characteristics. And while the underlying business looks very strong, Steve and Steve have different ideas for the company’s take rate. There’s a lot of negative sentiment around the stock and the company. But is this an opportunity? Only on this week’s PlayingFTSE Podcast! ► What We Consumed This Week: ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Timestamps: 1:11 JIM SIMONS 3:33 HOW’S YOUR WEEK BEEN 9:19 CASH ISA 16:20 DISNEY 30:09 GREGGS 43:51 PROGYNY 55:36 PORVAIR 1:06:23 AIRBNB ► 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 Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com