In the latest Sharesify podcast, the gang discuss tech stocks, the frenetic pace of M&A and the FTSE 250’s re-rating potential.
Steven dissects another busy week of tech results. Netflix (NASDAQ:NFLX), IBM (NYSE:IBM) and Taiwan Semiconductor Manufacturing Company (TPE:2330) all delivered updates.
Next up, Ian delves into the latest UK M&A action. This week saw Rotork (LON:ROR) agree a cash offer from ABB (SWX:ABBN) at a 73% premium, while a bidding war for Alternative Income REIT (LON:AIRE) broke out.
James brings us up to speed with the latest from the luxury sector. He also teases his new mid caps feature. The FTSE 250 is in the midst of a rare period of underperformance versus the FTSE 100. And fund managers believe a recovery is now due.
Finally, the chaps preview results from Alphabet (NASDAQ:GOOG), JD Wetherspoon (LON:JDW) and Wickes (LON:WIX).
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