Entertaining UK based podcast diving into equities, bonds & the biggest headlines that matter each week. Available everywhere! 🥳 Listen now!
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Joined January 2021
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Three videos this week!
We start off reviewing someone else's quarter - $TSLA started the week by releasing some incredibly poor delivery numbers, leading to some analysts claiming they're on the way to going bust. Is this true? We investigate:
youtu.be/BJUzL3q54HA
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Hello @TideBusiness how long are applications taking to approve at the moment?
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After this we're reviewing our quarters starting with @BobShortimer
youtu.be/ErEXsfInq4Y
And lastly we're onto Steve W - he reveals a little bit more about his secretive portfolio!
youtu.be/El6GZx-8oOc
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Got three for you this Easter weekend! We're starting at Diploma, a UK stock with a US valuation, they're doing what they do best:
youtu.be/343XdCMChs0
Next it's Forterra, their report was one of the most disappointing we've read all year. We vocalise that here:
youtu.be/ueQw8K11Ueg
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And finally we're onto $MELI despite us banging the drum, we feel investors are still glossing over this incredible outfit. We try again, to point out it's attributes:
youtu.be/CY7xJ1oGYus
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We have 5 new highlights this week and we're kicking off with the Reddit IPO! Is it worth your time?
youtu.be/TH41kk5nPsY
Then it's Wetherspoons earnings, that despite being written incorrectly aren't that bad, but does it bust Steve's thesis?
youtu.be/ZSXiLSZEi9Q
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And lastly we head to Lululemon, their earnings are less bad than Nike but show clear slowdowns and even worse to come!
youtu.be/eOtja4RWyh0
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5 new highlights this week!
We start off with US Housebuilders, they've slightly changed one business aspect and now they're a LOT more attractive!
youtu.be/BY8U9q55wQQ
They've also updated their web app, we quite like it - see what you think:
youtu.be/1pejRE1kIpM
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Lastly it's Adobe, their price collapsed on Friday as the market didn't like their earnings - what exactly was this issue?
youtu.be/NeOWQjGx2qI
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This week we have four new highlights for you - we're starting off with the best bits of the budget! Some bits have been largely glossed over here in favour of the headlines, we discuss!
youtu.be/xXtn3IlPT6Q?si=HQvm…
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Next we're onto Apple who have defeated a shareholder proposal to reveal what they're planning with AI, then revealed some details on their AI plans. We also discuss Ski Googles and the recently canned Apple Car...
youtu.be/pU-wZ5zz72I?si=9RFv…
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And lastly we have a new stock for your eye and lugholes. You feta check it out quickly!
youtu.be/k6ssy4I9cKs?si=pxXP…