Food, Bargains & United Health

Listen to this episode from Playing FTSE on Spotify. ► 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 Finchat.io:Huge thanks to our sponsor, FinChat.io, 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 FinChat.io!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:Who’s been buying a secret stock? Find out on this week’s PlayingFTSE Show!Contrasting fortunes for the Steves this week. Steve W has underperformed both the FTSE 100 and the S&P 500, but Steve D has outperformed them both… put together!Earlier this week, shares in 3i fell 7%. Then they recovered within about half an hour – how is anyone supposed to buy a dip like that? Steve W has been paying attention to this one. And as Action – the private equity firm’s largest investment continues to do well, there might have been an opportunity…United Health shares have had an awful year so far in 2025. CEOs have been departing and there’s now an investigation into Medicare fraud on the way. The stock is unusually cheap, though. And Steve D thinks when the company makes it through to the other side of its problems, things could look very different.Compass Group is a FTSE 100 stock that we’ve never looked at before. But Steve W thinks it’s time to change that – there’s a lot to like about the contract caterer.The firm combines a lot of the business models that we like. The only trouble is, it doesn’t look like this is a big secret that the market is missing right now…It’s time for another look at Cava – the fast-growing Greek restaurant chain. The stock has been up and down since its IPO and Steve D has been following closely.At the moment, though, it’s dividing opinion. Unusually, Steve D can’t make the numbers add up on this one, but Steve W thinks it’s about right where it is…Only on this week’s PlayingFTSE Podcast!► 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 WEEKS8:20 3I21:42 UNITED HEALTH36:13 COMPASS GROUP51:35 CAVA► 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.