Episode Description
What’s Steve W worrying about at the end of the month? Find out on this week’s PlayingFTSE Show!
Both Steves are ahead of the market this week – or at least, they were when we recorded this week’s show! But one is more ahead than the other…
The big story this week is Alphabet’s antitrust case and there are two parts to it. The significance of being forced to share data with competitors is not to be underestimated.
The company can, however, keep spending its way to being the default search engine on the iPhone. But does that benefit Alphabet, or Apple?
M&G is a new stock for the show and Steve D has been taking a look at the company’s latest update. It’s one that dividend investors might want to have on their radars.
A mix of insurance and asset management is a familiar one. But risk comes from not knowing what you’re doing and is this something either Steve can process well enough?
Rising bond yields send Legal & General shares to a 9% dividend yield. That’s unusually high, so should investors seize the opportunity?
Maybe. But as Steve W outlines, this isn’t just a case where rising yields mean lower share prices – the bond selloff has meaningful consequences for the company’s dividend cover.
However we pronounce it, Zscaler is an impressive cybersecurity operation. It doesn’t really make much in the way of free cash flow (after stock-based comp) but who cares?
AI looks like a big threat that can drive demand for years to come, but Steve D has his eye on a lot of deferred revenue. Is this any different to Crowdstrike?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
7:13 GOOGLE ANTITRUST
25:45 M&G
42:55 LEGAL & GENERAL
59:32 ZSCALER
► 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.