Google, Judges, VAT & A New Stock For Your Watchlist!
What’s half the price of Nvidia and makes twice the revenues? Find out on this week’s PlayingFTSE Show!Neither Steve has done as well as they were hoping this week. Steve W’s disappointed to find himself between the indexes and Steve D’s had some big fallers. Reports of Google losing market share don’t seem to be hitting Alphabet’s revenues… yet. There’s strong growth across the board, especially in the Cloud division.There’s also news of YouTube continuing to grab market share in US screen time. But what should investors think about the ongoing issues around monopolistic practices?Steve D has a new stock – Manhattan Associates. It’s not an office REIT, it’s a tech company with some legitimate software credentials and a focus on supply chains. In terms of market position, it has a closer focus than some of its competitors. And as it shifts over to subscriptions, could now be a good time to consider buying?Shares in Judges Scientific fell 15% in a day after the firm’s H1 results. Sales and profits were up as a result of a coring expedition, but the firm cut its guidance for the full year.The company’s long-term strengths are still intact despite a recovery taking longer than expected. As a result, Steve W has a growing list of stocks to buy in August…It’s time for another check-in with Vakuumventile AG (VAT Group). Its results are interesting, with some strong sales despite slow order growth. There are signs of a recovery coming from China, though, which could be good for a number of businesses. But what has Steve D noticed in the latest report?Only on this week’s PlayingFTSE Podcast!► Get a free 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: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!)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...► Timestamps:0:00 INTRO & OUR WEEKS9:06 ALPHABET EARNINGS25:39 MANHATTAN ASSOCIATES41:04 JUDGES SCIENTIFIC52:13 VAT GROUP► 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► 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.
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