What’s Michael Burry buying? Find out on this week’s PlayingFTSE Show!


It’s a close-run thing in the stock market this week. At least, it is between Steve and Steve – the FTSE 100 and the S&P 500 are nowhere to be seen really…


MercadoLibre shares fell after strong revenue growth – and lower profits. The company is investing to strengthen its position, but is this a good thing?


Amazon, Shoppee, and Temu are all coming for the Brazilian e-commerce market. Steve D, however, isn’t really worried…


It’s been quite the year for SAAS stocks and Steve D has the good, the bad, and the ugly. The difference between them is quite striking.


We’ve had the right framework for thinking about these on the show – so far. But which name has been the runaway winner in Steve’s portfolio?


Uber shares went down – and then back up again – after earnings this week. The issue is a familiar one in the form of heavy spending and uncertain returns. 


It’s not the only company looking to maintain its competitive position in a changing world. But is it going to turn out more like Rightmove, or Microsoft?


Progyny losing Amazon as a customer should have been a huge blow. But while it hasn’t been a good thing, the company has continued moving forward. 


That’s hugely impressive. So why did the stock fall after this week’s earnings report?


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.


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► Timestamps:



0:00 INTRO & OUR WEEKS

07:07 MERCADO LIBRE

26:50 SAAS

47:28 UBER

1:04:04 PROGYNY


► 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.

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