Today, Luke and Polina explore JLR's options when deciding whether to invest in a new UK Gigafactory for their EV models and the plastic tax may cause greater costs than initially believed. In this week's, winners and losers section, we have E-commerce & Rolls-Royce in focus!
Today, Luke and Polina discuss the soaring energy prices and how Cineworld is struggling to pay debt obligations. In this week's winners and losers, we have Luckin' Coffee and Ride-hailing in focus!
Today, Luke and Polina explore the intricate exposure the banking system has within Russia and an adjustment in buying habits creating a shift in tax structures. In this week's, winners and losers, we have creativity platforms and salads.
Today, Luke and Polina talk about how the new changes to student loans will impact the lowest earners the most. They explore lunch time snack brand Kipling who attempt to launch in the US. In this weeks, winners and losers segment, we have car marketplaces and athletic apparel in focus!
Today, Luke and Polina explore Lloyds updated strategy to counter their earnings report and how the BoE may react to UK Payroll. In this week's, winners and losers, we have coding software risers and Coca-Cola consolidated in the spot light.
In this week's episode, Luke and Polina go through the numbers indicating the UK's economic recovery from the pandemic. They also take a deep dive into Blackstone's bet on warehousing space. In the winners and losers segment, we have Airport service mergers and data streaming in focus.
Today, Luke and Polina discover the story of Luckin Coffee and explore how the Chinese Organisation could come back to fruition in the US. They also discuss Amazon fulfilling higher than ever demand. In this week, winners and losers segment, we have Social Media platforms and Software servicers.
Today, Luke and Polina discuss Tesla's most recent earnings report and the UK writing down £10bn of PPE equipment. In this week's Winners and Losers segment, we have EV manufacturers and TV Shopping in focus!
Today, Luke and Polina explore the UK digital bank market and have Monzo in the spotlight as they release some killer revenues. They also talk on the unmentioned downside to the transition to EV. In this weeks, Winners and Losers, we have Chip Manufacturers (again) and US Apparel and Stylists in focus!
Today, Luke and Polina talk about the potential provision for covid-19 loans turning sour and a UK Equity Crowdfunding takeover. In this weeks Winners and Losers, we have chip manufacturers and a travel group.
Today, Luke and Polina explore the UK's Green energy future plans and take a look at Japan's fiscal stimulus throughout the pandemic and to date. In this weeks, winner's and loser's section we have fashion brands and wholesale lenders in focus.
Today, Luke and Polina talk on the current uber, taxi, and private hire driver shortages in the UK and review the Bank of England's decision to hold rates this month. This week's, Winners and Losers section focuses on the Athletic Clothing Market as well as Tech!
Today, Luke and Polina discuss the near meme stock level reaction in the vehicle rental market and the benefits this has brought to owners. We also look into the Gas price shock led primarily by Russia. In this week's, Winners and Losers we have EV battery tech and online educational services!
Today, Luke and Polina review the capacity issue and how this could fall onto consumer prices, we also look at how systemic risk is creeping into the economy through an unregulated grey area. In today's winners and losers, we focus on Medical services and Snap Inc.
Today, Luke and Polina explore how share buyback levels may indicate confidence after a recent report issued by Goldman Sachs and navigate the complex state of Polexit! In this week's winners and losers, we have biopharma and e-commerce fashion in focus!
Today, Luke and Polina review the announcement of China's PMI and how Greenwashing could be reduced through policy. In this weeks winners and losers, we have Coal Mining and Healthcare in focus!
Today, Luke and Polina talk on the UK Energy market and evaluate the effectiveness of the Ofgem Scheme as well as, the current HGV drivers shortage and visa policies. In this weeks, Winners and Losers, the focus is on Media Giants and Cybersecurity.
Today, Luke and Polina investigate the coffee market and how lockdowns in Vietnam are causing cost-push inflation across supply chains. They also look into how fee structures are adjusting as clients benefit from falling management fees. As the 10th Episode we review two organisations we have analysed since episode 001. This special we keep our eyes in the sky with IAG and Virgin Galactic.
Today, Luke and Polina talk about UK consumer confidence starting to pick up and how the amount of dry powder PE firms are sat on could lead to Sainsbury's being bought by Apollo. In this week's winners and losers, there is a focus on biotech and financial research subscription service.
Today, Luke and Polina talk about Deliveroo's recent decision to close up shop in Spain and their performance review as well as more acquisitions in the UK Specialist Engineering market. In this weeks winners and losers segment, visual e-retailers and at home audio systems are in focus!