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Netflix & Chips
Manage episode 429984429 series 2915486
► 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!
https://www.trading212.com/Jdsfj/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’s had a worse week than Steve D? Find out on this week’s PlayingFTSE Show! It’s been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there’s a lot more making things interesting right now. Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here? International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business? It’s that time of the quarter where we talk about what we’ve been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits. Earnings look reasonable and the stock is slightly higher despite a modest guide. But what’s the bigger story here – consolidation, or growth in the ad-supported offering? VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years. This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here? We’ve not talked about Domino’s on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance. The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show’s value investor in? 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
0:00 INTRO & OUR WEEKS 6:35 ASML 28:27 NETFLIX 43:22 VAT GROUP 1:02:05 DOMINOS
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
220 episodes
Manage episode 429984429 series 2915486
► 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!
https://www.trading212.com/Jdsfj/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’s had a worse week than Steve D? Find out on this week’s PlayingFTSE Show! It’s been an exciting week in the stock market, with news all over the place. The Steves are in to discuss some of the earnings highlights, but there’s a lot more making things interesting right now. Shares in ASML have taken a bit of a hit recently. The company reported solid earnings and a decent outlook, though, so could there be a buying opportunity here? International relations – especially with China – are a constant question over semiconductor stocks. So has Steve D been thinking about the implications of a Trump presidency for the business? It’s that time of the quarter where we talk about what we’ve been looking at on Netflix. And also how the company has been developing in terms of members, revenues, and profits. Earnings look reasonable and the stock is slightly higher despite a modest guide. But what’s the bigger story here – consolidation, or growth in the ad-supported offering? VAT Group is a near-monopoly in the semiconductor space. And it has a P/E ratio to match – but the company has some optimistic predictions for the next couple of years. This is one that Steve D has been looking at and the stock has been falling on the back of the latest report. So is there a buying opportunity here? We’ve not talked about Domino’s on the show before, but Steve W has been taking a look. The stock is down after the latest earnings report offered weak guidance. The company has an interesting franchise model, making it smaller than it might seem. But is a temporary delay to the number of outlets enough to draw in show’s value investor in? 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
0:00 INTRO & OUR WEEKS 6:35 ASML 28:27 NETFLIX 43:22 VAT GROUP 1:02:05 DOMINOS
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
220 episodes
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