Our Best & Worst Stocks, BP & Shell To Merge? & Buffett Should Buy Boeing!?

Playing FTSE

► Episode Notes: What’s been happening to the price of butter? Find out on this week’s PlayingFTSE Show! It’s been a tough week for the stock market, especially on the UK side. Inflation has been weighing on both the FTSE 100 and the FTSE 250. There’s also an interesting set of developments for oil and commodities, but where does this mean we should be looking for stocks to buy? Steve and Steve have the same sector in mind? Steve and Steve are fielding questions about the winners and losers from their stock portfolios. There’s also a rant about antifragility, what it is and what it isn’t that you probably don’t want to miss! Steve W’s top loser is a dividend stock that might be a surprise. But there’s no surprise about Steve D’s biggest winner – anyone that’s been watching the show will know which one it is by now… Normally we talk about things we’ve been reading/listening to/engaging with. This week, Steve D has a full-blown Blinkist summary of ‘The Fund’ – it just keeps on giving. With Boeing shares down, Steve W has been revising his notes on the Business Breakdown podcast covering the stock. But is this his opportunity or Someone else’s? Warren Buffett has been looking for an acquisition opportunity for ages. Steve D thinks the Berkshire Hathaway CEO ought to just get on with the business of buying Boeing outright. The Berkshire Hathaway CEO has a huge cash pile. But Steve W has some hesitations with the idea of buying something of Boeing’s size and scale. Steve D is on a 2-3 part series on stocks he’s looking at. Part 1 was on Progyny and the next part is right here – it’s on Clearwater Analytics. The stock is growing quickly and strongly and it looks like the margins are going to come through. There’s a bit of a question mark over the company’s market cap, though. Only on this week’s PlayingFTSE Podcast! ► What We Consumed This Week: ► 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!?) ► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp ► Timestamps: 0:00 Introduction 0:54 Personal & Portfolio Updates Plus Why Antifragile Portfolios Are Dumb. 05:38 Inflation, Oil and Commodities 20:02 Our Best & Worst Performing Stocks 37:27 Great Book Recommendation! 45:05 Should Buffett Buy Boeing+ 53:28 Clearwater Analytics ► 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