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Rentokil, Starbucks & Fast Fashion With A Moat?
Manage episode 439992763 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 been giving their money to the stock market? Find out on this week’s PlayingFTSE Show! It’s been a positive week in the stock market and the Steves are both up in their portfolios. But one of them has knocked the cover off things over the last 7 days. In quickfire news we’re looking both sides of the Atlantic. US railroad Norfolk Southern has fired its CEO while UK industrial Renishaw has issued a good trading update. There’s also been a positive earnings report from Adobe, as inflation starts to approach the FED’s target in the US. But how important is this? The Rentokil share price fell 20% this week after a profits warning. And we’ve had a question from a viewer about whether Steve W still wants to buy this one. It’s not been a good peak season for the firm and the integration of its big acquisition is taking time. But at around 18 times this year’s earnings, it might be too cheap to ignore… Steve D has been looking at Inditex – a really interesting fashion company that trades on the Madrid stock exchange. The industry has been tough lately, but this looks different. There are signs of a genuine moat around this business that offers some protection from shifting trends. And not being exposed to the US consumer right now also helps… Starbucks has been through a lot lately – both as a stock and as a business. Steve W has been taking a look at the situation and the job facing the new CEO. The company looks like it’s in a difficult spot. But can Steve D see a way through the clouds to a brighter outlook for investors? Only on this week’s PlayingFTSE Podcast!
► Extra Items:
Enjoy My Mug:
https://playingftse.teemill.com/product/if-in-doubt-do-nowt-mug/
Renishaw:
https://open.spotify.com/episode/3J1tC4n2OXhu5892910abr?si=axKm5i4LTSqTjNJjbPoKpQ
► 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
4:55 Cricket
9:10 Quick Inflation
11:45 Quick Adobe
16:26 Quick Norfolk Southern
19:47 Renishaw Earnings
23:19 Rentokil News
39:52 Inditex
54:07 Starbucks News
► 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
► 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.
234 قسمت
Manage episode 439992763 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 been giving their money to the stock market? Find out on this week’s PlayingFTSE Show! It’s been a positive week in the stock market and the Steves are both up in their portfolios. But one of them has knocked the cover off things over the last 7 days. In quickfire news we’re looking both sides of the Atlantic. US railroad Norfolk Southern has fired its CEO while UK industrial Renishaw has issued a good trading update. There’s also been a positive earnings report from Adobe, as inflation starts to approach the FED’s target in the US. But how important is this? The Rentokil share price fell 20% this week after a profits warning. And we’ve had a question from a viewer about whether Steve W still wants to buy this one. It’s not been a good peak season for the firm and the integration of its big acquisition is taking time. But at around 18 times this year’s earnings, it might be too cheap to ignore… Steve D has been looking at Inditex – a really interesting fashion company that trades on the Madrid stock exchange. The industry has been tough lately, but this looks different. There are signs of a genuine moat around this business that offers some protection from shifting trends. And not being exposed to the US consumer right now also helps… Starbucks has been through a lot lately – both as a stock and as a business. Steve W has been taking a look at the situation and the job facing the new CEO. The company looks like it’s in a difficult spot. But can Steve D see a way through the clouds to a brighter outlook for investors? Only on this week’s PlayingFTSE Podcast!
► Extra Items:
Enjoy My Mug:
https://playingftse.teemill.com/product/if-in-doubt-do-nowt-mug/
Renishaw:
https://open.spotify.com/episode/3J1tC4n2OXhu5892910abr?si=axKm5i4LTSqTjNJjbPoKpQ
► 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
4:55 Cricket
9:10 Quick Inflation
11:45 Quick Adobe
16:26 Quick Norfolk Southern
19:47 Renishaw Earnings
23:19 Rentokil News
39:52 Inditex
54:07 Starbucks News
► 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
► 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.
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