Earnings Blast! LVMH, Netflix, ASML & Tesla

Playing FTSE

► Episode Notes: What do Vietnamese bridges have to do with semiconductors? Find out on this week’s PlayingFTSE Show! It’s been an interesting week in the stock market. Both Steves have been rallying well, with a boost from a surprising UK stock that we’ve been quietly buying, but haven’t mentioned on the show before. Steve W isn’t trusting this market rally, though. Could stronger earnings really be a bad thing for share prices with the central banks looking at a possible recession and interest rate cuts? LVMH reported earnings this week and the stock is going strong. As Steve W looks at the price of a new watch, Steve D has the details around the company’s structure, brands, and growth prospects. Netflix continues to power on adding subscribers to its base. Steve D’s been looking at a chart that indicates there’s some way to go and Steve W has been considering the WWE licensing deal. Dutch chip manufacturer ASML continues to go from strength to strength. It’s going to be a long time before the company gets to the end of its current order book, but should investors worry about the China situation? It’s hard to say that things are going well at Tesla at the moment. Great news for Steve D’s start-of-year prediction, but Steve W thinks investors have been getting the news wrong lately… Only on this week’s PlayingFTSE Podcast! ► Chip War Book: https://amzn.to/497oaPX ► 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!?) ► Timestamps: 0:00 Introduction 12:32 LVMH 33:13 NETFLIX 51:05 ASML 1:06:59 TESLA ► 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