Who’s been making hailstones fall? Find out on this week’s PlayingFTSE Show.
Steve W has had a dreadful week in the stock market and it’s not been better for Spurs on the football pitch. But Steve D’s here to save the show and the week.
Rightmove shares crashed on Friday after the company issued its Q3 update. That bit was fine, but there are some lower profit margins on the way with AI investing.
Is that enough to justify the stock falling so much? Steve W doesn’t think so, but software stocks in general have been under pressure this week.
Steve D has a new name for the show - Coherent. It’s an AI infrastructure plan with the highest-paid CEO in the S&P 500.
Figuring out the P/E isn’t entirely straightforward, but they’ve done a nice job of selling off their aerospace and defence business. Definitely one for further consideration…
Where can investor find software stocks that aren’t in danger of crashing? Nowhere – but US local government platform provider Tyler Technologies might be worth a look.
Steve W thinks its status as an approved provider won’t be easy to emulate. The trouble is, it’s trading at a P/E ratio of 64 and has some pretty high stock-based compensation.
Duolingo shares crashed this week after the firm’s update. Steve D’s looking at some slightly light bookings and lower-than-expected user numbers.
Steve W’s more concerned about the firm’s moat as it ramp up the number of language courses it offers via AI. But can we find something that stops competitors doing the same?
Only on this week’s PlayingFTSE Podcast!
► 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 thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!
https://fiscal.ai/?via=steve
► Follow Us On Substack:
Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.
Don't miss out! Sign up today and start your journey with us.
https://playingftse.substack.com/
► 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!)
► Timestamps:
0:00 INTRO & OUR WEEKS
5:35 RIGHTMOVE
22:06 COHERENT
42:58 TYLER TECH
57:03 DUOLINGO
► 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 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.
