Is Tesla REALLY Going Bust? Plus We Review Our Q1!

Playing FTSE

► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! And full disclosure we get one too! ⁠⁠http://www.trading212.com/promocodes/FTSE⁠ ► Episode Notes: What is Steve D doing with his Southern Copper investment? Find out on this week’s PlayingFTSE Show! Paradoxically, it’s the start of a new year and the year is three months in. So it’s time for the Steves to take a look at their portfolios and reflect on what they’ve been buying and selling. After three months, we’re looking at someone else’s first quarter. Earnings might not be out yet, but Tesla has reported its vehicle deliveries from the first three months of the year. On the face of it, the numbers aren’t terribly impressive. Despite cutting prices, the company still produced significantly more cars than it sold between January and March. This shouldn’t be a huge surprise, but it isn’t good news. But with the stock having fallen sharply since the start of the year, is it in buying territory for Steve W yet? Steve D has had an interesting first quarter. His portfolio has done a solid job, but he’s also been buying and selling as he reshuffles his investments when opportunities present themselves. If you thought the Playing FTSE Show’s growth enthusiast only buys growth stocks, you’d be dead wrong. He’s got an update on a FTSE 100 company in his portfolio and Pfizer. Looking ahead, Steve is focusing on houses. D.R. Horton to build them, Mid America Apartment Communities to lease them, and Enphase to stick solar panels on top of them. In some ways, Steve W has been busy and in others he’s been sitting tight. The PlayingFTSE Show’s valuation advocate has only sold two stocks – but one of them was his biggest investment. Last week, Steve teased a new stock for his portfolio that he’s been buying – that stock is… Endeavour Mining. The FTSE 250 miner has been catching his attention as the gold price rises. In terms of what he’s buying next, well, Steve doesn’t have much in mind. There’s lots he likes, not much he loves, and he’s got an eye on a couple of growth stocks for the new ISA season. Only on this week’s PlayingFTSE Podcast! ► What We Consumed This Week: Streetwise: ⁠https://open.spotify.com/episode/2gYrcNwCaHwtY5cA37CSIL?si=2c20ef5c6e2448fa⁠ Motley Fool Fool: ⁠https://open.spotify.com/episode/0aUXfgNWlK8XEhZ0PXILtw⁠ ► 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 & Our Weeks! 9:55 Consumption 17:55 Is Tesla REALLY Going Bust? 34:27 Steve D Portfolio 45:19 Steve W Portfolio ► 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