Talking Alphabet, Amazon, Microsoft and SpaceX, plus AO World, Beauty Tech, PZ Cussons and Tesco

Talking Alphabet, Amazon, Microsoft and SpaceX, plus AO World, Beauty Tech, PZ Cussons and Tesco

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] The team discuss the latest developments in US tech stocks, including how SpaceX shares have traded since their IPO, plus updates from UK consumer stocks including AO World, Beauty Tech Group, PZ Cussons and Tesco.

Sharesify Podcast with Jack Featherby of JPMorgan European Discovery Trust

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest Podcast special, Steven Frazer and James Crux are joined by Jack Featherby of JPMorgan European Discovery Trust (LON:JEDT). The fund aims to provide capital growth from a diversified portfolio of high-quality smaller companies in Continental Europe. Our special guest explains why the investment trust structure is the best way to capture the small cap illiquidity premium. Jack talks us through his process for uncovering some of the most attractive, yet lesser-known investment opportunities across the Continent. He also walks listeners through the bull cases for the trust’s three largest positions. These are Scandinavian financial services company Storebrand (FRA:SKT), turbocharging-to-fuel injection leader Accelleron (SWX:ACLN) and Denmark’s AL Sydbank (CPH:ALSYDB). Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us on:  X [https://x.com/home] Bluesky [https://bsky.app/] LinkedIn [https://www.linkedin.com/company/109845440/admin/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BtvRaYWEvSpW0ElXMHhkVAw%3D%3D] Facebook And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer. [https://sharesify.com/disclaimers/]

The guys discuss Beauty Tech, Halma and Tesco plus Adobe, Apple, Oracle and the SpaceX IPO

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] With SpaceX shares indicated sharply higher and another risk-on rally in US stocks, markets are set for a strong finish to the week. We talk through the mega IPO, plus updates from Adobe, Apple, Oracle, the Halma sell-off, and what to expect next week from Beauty Tech Group and Tesco.

In the latest Sharesify podcast, the chaps turn their attentions to the tech sell-off, a travel retailer in a tailspin and the SpaceX IPO.

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Our tech whizz Steven discusses the blockbuster launch of Elon Musk’s re-usable rockets innovator onto the public markets. He tells listeners everything they need to know in terms of the IPO timeline. SpaceX IPO frenzy: should UK investors join the rush? [https://sharesify.com/spacex-ipo-frenzy-should-uk-investors-join-the-rush/] Steven also explains why SpaceX could be a bumpy ride for investors. Ian reports back following his fascinating Podcast chat with George Ferguson IV, Senior Aerospace & Defence analyst at Bloomberg Intelligence. The pair discussed the potential for SpaceX’s ‘lift’ or launch business and the value inherent in the Starlink business. James flags the latest profit warning from embattled travel retailer WH Smith (LON:SMWH), which also announced a £100 million cash call. He also explains why the reception to soft drinks firm Fevertree’s (LON:FEVR) latest update was anything but soggy. Finally, the guys preview results from Oracle (NYSE:OCRL), Custodian Property Income REIT (LON:CREI) and quality compounder Halma (LON:HLMA). Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us on:  X [https://x.com/home] Bluesky [https://bsky.app/] LinkedIn [https://www.linkedin.com/company/109845440/admin/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BtvRaYWEvSpW0ElXMHhkVAw%3D%3D] Facebook And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing.  Click here to see full disclaimer. [https://sharesify.com/disclaimers/]

George Ferguson, Bloomberg Intelligence Senior Aerospace & Defence analyst, discusses the SpaceX IPO

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] George Ferguson joins this special edition of the podcast to discuss the upcoming SpaceX IPO, the challenges facing the business and the thorny issue of valuation. He also talks through the surge in European defence procurement and in investor interest.