Playing FTSE

Whose moat is being destroyed by PayPal?! Find out on this week’s PlayingFTSE Show! Underperformance from Steve this week. Doesn’t matter which one – it’s true of both of them… We’ve had a viewer request to take a look at Nike. And it’s a good one – the stock has been falling, but is it cheap enough to buy? Steve D’s been taking a look at what might be the start of a long process. But Steve W has...

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► 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. ► Get 15% OFF Fiscal.ai: Huge...

► 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. ► What's on the show What is K...

How can you get a free t-shirt and a copy of Poor Charlie’s Almanack? Find out on this week’s PlayingFTSE Show! It’s that time of the year where we reflect on how badly Q1 has gone. And it hasn’t gone well – but it’s better than some have managed. Steve W’s lost 6% this quarter. But he’s made two big moves out of cyclical stocks that have done well and into tech.  The timing hasn’t been perfect, b...

When should you fire your fund manager? Find out on this week’s PlayingFTSE Show! Both Steves were pleasantly surprised when they looked at their portfolios this week. Neither is good, but Steve D has done less badly than most. We had a request to talk about what the UK’s Warren Buffett has been saying recently. So Steve W checked out the Fundsmith Meeting. There were no excuses, apparently. But i...

***CHECK OUT CHARLIE'S SUBSTACK*** https://charliehuggins.substack.com/ (Comment below -- we have three free 30-day trials to offer our listeners). This week on the PlayingFTSE Show, a change from your regularly scheduled podcast. It’s an interview with Charlie Huggins – a former professional fund manager! After a career managing growth-focused portfolios, Charlie now runs the Fiercely Indepen...

Who buys t-shirts by the bale?! Find out on this week’s PlayingFTSE Show! Not much good from either Steve in the stock market this week (again). But what’s been going wrong this time with their portfolios? Greg Abel has taken over from Warren Buffett at Berkshire Hathaway and has released his first shareholder letter. There’s a buyback in process – and likely another big one to come. Aside from th...

What’s Steve D spent £100 on? Find out on this week’s PlayingFTSE Show! The FTSE 100 took a hit as investors rotated away from materials and back towards quality. But which Steve managed to cash in this week? Vistry shares took an absolute hammering when the company released its full-year results. The CEO is leaving, but Steve W saw two other reasons the market might not be happy. A shift to prior...

Who’s bought a Zapdos this week? Find out on this week’s PlayingFTSE Show! Big divergences in the stock market this week. The FTSE 100 is up, the S&P 500 is down and both of the Steves round to zero – make of that what you like. Cava – the Greek version of Chipotle Mexican Grill – has reported earnings. And the stock market really liked them.  Sales are growing, the company’s opening more stor...

Where is Steve W seeing cockroaches? Find out on this week’s PlayingFTSE Show! Steve D’s portfolio has been running away with it, once again. At the other end, there’s a tie for last place in this week’s leaderboard – but between who or what? There are a lot of people who claim to being the next Warren Buffett, but Mohnish Pabrai has a closer connection than most. And he’s got a new ETF that launc...

Who doesn’t like Mondays? Find out on this week’s PlayingFTSE Show! A difficult week in the stock market for both Steves. But which one’s done badly and which one’s been awful? Adyen’s results are in. It’s the usual growth of roughly 20% and the stock has – as usual – moved in a vertical direction, so not much to report, right? Actually no, there’s a lot to talk about and not just how much better...

What does SteveD think about when he wakes up in the morning? Find out on this week’s PlayingFTSE Show! It’s been quite the week in the stock market. But which Steve has been busy, and which has been biding his time waiting for an opportunity? Alphabet posted some outstanding results for the fourth quarter of 2025. Cloud growth is rapid and search is going from strength to strength boosted by Gemi...

Where can you find PDF files? Find out on this week’s PlayingFTSE Show! Both Steves are between the indices this week. But we’re doing something a bit different with the return (for one week only) of our games. SAAS companies have been falling lately and we’ve been (mostly) paying attention. So Steve D has a quiz about how far they are from their highs. See how you get on at home. A point if you c...

► 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.► Get 15% OFF Fiscal.ai:Huge th...

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 foreca...

Who’s spent £130 on Vistry shares? Find out on this week’s PlayingFTSE Show! Steve D’s managed the show’s standard performance – between the FTSE 100 and the S&P 500 this week. Steve W, on the other hand… Earnings season for the S&P 500 is underway with the big banks reporting. And their share prices didn’t react particularly well, but the stocks still look unusually expensive.  By contras...

Where is Botley? Find out on this week’s PlayingFTSE Show! Steve W is feeling pretty good about his portfolio – ahead of the S&P 500 and the FTSE 100. But Steve D is feeling even better – new year, new us? Defence stocks were one of the stock market’s top themes for 2025. But a pair of announcements from Donald Trump caused chaos in share prices on Thursday. One prohibited dividends and share...

► 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. ► Get 15% OFF Fiscal.ai: Huge...

Whose portfolio has been gold and whose has been meh? Find out on this week’s PlayingFTSE Show! Merry Christmas Everyone! We’re actually recording this about a week early, but we’re excited to be sharing the big day with all of you. It’s the most wonderful time of the year. We’re reporting on how our portfolios have done and giving you the satisfaction of pointing out how much better than us you a...

What happens when a roof truss goes into cardiac arrest? Find out on this week’s PlayingFTSE Show! With one week to go before Christmas, the Steves have generated the same result. It’s between the FTSE 100 and the S&P 500 and it’s positive… just. We haven’t looked at Jet2 on the show before, despite it being a stock that several of our UK friends like. But with net cash almost equal to its market...

Happy birthday to who? Find out on this week’s PlayingFTSE Show! This show is the one we recorded, but a Cloudflare outage prevented us from airing it when it was originally due. So don’t worry about market performance – just enjoy! It’s been a while since we looked at Inditex – the parent company of Zara. But Steve D thinks it’s worth coming back to see how things have been going.  After a weak f...

Who makes a self-destructing phone? Find out on this week’s PlayingFTSE Show! There’s nothing good to report from the Ashes, so the Steves are sticking to the stock market this week. Unfortunately, there’s nothing good to report there, either… Todd Combs isn’t going to be Warren Buffett’s long-term replacement. He’s leaving for a job at J.P. Morgan, but should Berkshire Hathaway shareholders be wo...

How many runs are England going to lose the next Test by? Find out on this week’s PlayingFTSE Show! Both Steves have been doing well this week in the stock market. But the S&P 500 has been ahead of both of them – just...  Compass Group is a stock we liked very much when we looked at it earlier this year, but we thought it was expensive. It’s fallen since then, though, and the growth keeps comi...

Who’s going to win the Ashes? Find out on this week’s PlayingFTSE Show! In a down week for the stock market, it’s Steve W who’s been making it happen for the show this week. He’s down slightly less than Steve D – is that what winning looks like? Nvidia’s earnings this week looked pretty good – sales growth was strong and is expected to be strong in the next quarter. But the stock went the wrong wa...