Apple, Paypal and Four Corners Report!

Published: Nov. 5, 2023, 9:12 a.m.

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\\u25ba Episode Notes:

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What\\u2019s been going on in Steve D\\u2019s bedroom this week? Find out on this week\\u2019s PlayingFTSE Podcast!

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The Steves are here to talk about Apple\\u2019s growth, PayPal\\u2019s future, and the earnings from a REIT that Steve D owns. They were also here to talk about Kraft Heinz\\u2019s margins and a REIT Steve W likes, but those will have to wait until next week.

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In consumption news, Steve D has been listening to someone he disagrees with \\u2013 Cathie Wood \\u2013 but has the ARK innovator made any progress on him? Steve W has been listening to Goldman Sachs on the subject of US outperformance, but can that continue going forward from there?

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Then it\\u2019s on to stocks, starting with Apple. Warren Buffett loves the stock and Steve W owns it in his portfolio, but is a stock trading at a 29 P/E while predicting flat revenue growth for the next quarter really justifiable?

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Next, it\\u2019s PayPal, with a new CEO who has a lot of ideas for boosting revenues and margins. This should be promising for shareholders, but why does Steve D think that it\\u2019s good news for rival Adyen?

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After that, it\\u2019s Four Corners Property Trust \\u2013 a REIT that owns restaurants mostly inhabited by Olive Garden and Longhorn Steakhouse outlets. We\\u2019ve been looking at a few REITs on the show this year with interest rates on the move, but why does Steve D think this one is particularly interesting?

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Only on this week\\u2019s PlayingFTSE Podcast.\\n\\n\\u25ba What We Consumed This Week:

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https://youtu.be/IcE5JfOGago?si=WdQQxYnDPS_lXX-m\\n\\n\\u25ba Support the show:\\n\\nAppreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse\\n\\n(All proceeds reinvested into the show and not to coffee!)\\n\\nThere 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/\\n\\nWe 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!?)\\n\\n\\u25ba Get a free share!\\n\\nTrading 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!\\nhttps://www.trading212.com/invite/FMh1Cuvp\\n\\n\\u25ba Timestamps:\\n\\n0:00 Introduction\\n10:36 This Weeks Consumption\\n31:45 Apple\\n45:02 Paypal\\n58:52 Four Corners\\n\\n\\u25ba Show Notes:\\n\\nWhat\\u2019s 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\\u2019s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy\\n\\n\\u25ba Wanna get in contact?\\n\\nGot a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow \\nOr on Instagram: https://www.instagram.com/playing_ftse/\\n\\n\\u25ba Enquiries: \\n\\nPlease email - playingftsepodcast@gmail(dot)com

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