Who can’t keep it in his pants? Find out on this week’s PlayingFTSE Show!

We recorded this show on Thursday before the stock market dropped on Friday. Pity, that might have helped Steve W’s performance this week…

It’s been a while since we looked at the London Stock Exchange Group. But Steve D thinks it’s time to check back in.

The stock has been something of an AI casualty as the market doubts its data moat. The latest results, however, seem to tell a different story…

Since Warren Buffett stepped down as CEO, Berkshire Hathaway has been a busy place. Greg Abel’s taken a $10bn stake in Alphabet.

It’s the kind of deal ordinary investors can’t do. But is it a sign that the AI spending that’s been propping the market up is coming to an end?

Broadcom shares fell sharply after the company’s earnings report. So could this be a chance to consider buying?

It’s not a stock we’ve ever talked about on the show before. That’s because one particular investor owns it…

Only on this week’s PlayingFTSE Podcast!

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► About Playing FTSE:

What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.

For people who want to get smarter about investing — without wanting to fall asleep.

► Free Investing Course + Newsletter:

📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.

👉 https://playingftse.substack.com/

► Enjoyed the Episode?

☕ Buy us a coffee (we'll spend it on the show, promise):

👉 https://ko-fi.com/playingftse

💬 Drop a question in the comments or find us on Instagram:

👉 https://www.instagram.com/playing_ftse/

📩 Business enquiries: playingftsepodcast@gmail.com

► Timestamps:

0:00 INTRO & OUR WEEKS

8:31 LSEG

33:39 BERKSHIRE & GOOGLE

50:13 BROADCOM

► Show Notes:

Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

Who gets away with calling a liquid ‘gas’? Find out on this week’s PlayingFTSE Show!

Both Steves are in the middle of the indices – as usual – this week. But the software rally is finally creating notable returns from one name.

Warren Buffett is barely out of the CEO seat and Berkshire Hathaway is buying an airline. Do these people never learn?

Steve W’s been taking a look. And there’s something about this time compared to the pre-pandemic buys that’s catching his eye.

We don’t talk about Costco stock enough on this show. So Steve D’s setting out to put that right this week with a look at their earnings.

They look solid enough, but the stock market didn’t like it. At 48 times earnings, though, can anyone have any complaints if it goes down?

BP shares are down this week as the FTSE 100 oil company dispensed with its Chairman. And it all feels a bit Spurs-y – at least, to Steve W.

It’s not going to affect short-term results and it’s probably a positive over the long term. So is this a chance to buy the stock at a discount?

Has MongoDB cracked the stock market code? It seems to have worked out what tech investors want to hear.

The database company seems nicely-positioned for the rise of AI. And as Steve D points out – people are starting to believe it…

Only on this week’s PlayingFTSE Podcast!

► Free Share + Exclusive Deals — Start Here:

🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.

👉 https://www.trading212.com/Jdsfj/FTSE

When investing, your capital is at risk. Past performance doesn't guarantee future results.

📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.

👉 https://fiscal.ai/?via=steve

► About Playing FTSE:

What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.

For people who want to get smarter about investing — without wanting to fall asleep.

► Free Investing Course + Newsletter:

📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.

👉 https://playingftse.substack.com/

► Enjoyed the Episode?

☕ Buy us a coffee (we'll spend it on the show, promise):

👉 https://ko-fi.com/playingftse

💬 Drop a question in the comments or find us on Instagram:

👉 https://www.instagram.com/playing_ftse/

📩 Business enquiries: playingftsepodcast@gmail.com

► Timestamps:

0:00 INTRO & OUR WEEKS

9:25 DELTA & BERKSHIRE

23:39 COSTCO

45:03 BP

57:42 MONGODB

► Show Notes:

Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.

Who’s firing the money printer? Find out on this week’s PlayingFTSE Show!

It’s been an ok week for the Steves in the stock market this week. And some unfamiliar names are starting to show signs of life...

The big story this week is SpaceX’s upcoming IPO. Steve D’s been looking at the S1 and it’s fair to say he isn’t hugely impressed.

It’s fair to say that it’s hard to make the numbers add up without some very bullish assumptions. But is looking at numbers the right way to think about this one?

FTSE 100 growth machine Diploma keeps going from strength to strength. 15% organic growth is up there with anything we’ve seen.

Steve W, however, is a bit wary. It’s celarly benefitting from some external tailwinds, but is he being too uncharitable about a great set of results?

Nvidia’s earnings blew the doors off, but the stock went nowhere. In fact, it went down slightly?

Why? Steve W’s worried about the firm’s credibility, but Steve D thinks it might have to do with a $5.5trn market cap…

Only on this week’s PlayingFTSE Podcast!

► Free Share + Exclusive Deals — Start Here:

🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.

👉 https://www.trading212.com/Jdsfj/FTSE

When investing, your capital is at risk. Past performance doesn't guarantee future results.

📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.

👉 https://fiscal.ai/?via=steve

► About Playing FTSE:

What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.

For people who want to get smarter about investing — without wanting to fall asleep.

► Free Investing Course + Newsletter:

📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.

👉 https://playingftse.substack.com/

► Enjoyed the Episode?

☕ Buy us a coffee (we'll spend it on the show, promise):

👉 https://ko-fi.com/playingftse

💬 Drop a question in the comments or find us on Instagram:

👉 https://www.instagram.com/playing_ftse/

📩 Business enquiries: playingftsepodcast@gmail.com

► Timestamps:

0:00 INTRO & OUR WEEKS

08:03 SPARCE EX

34:51 DIPLOMA

50:47 NVIDIA

► Show Notes:

Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.