Stock Take

Nov 28 2024 90 ep. 46 mins 111
Stock Take Podcast artwork

Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing. 

  Business
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Stock Take: MinResurrection

Nov 28 2024 42 mins  
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss mismanagement to microbes, with Gentrack, Mineral Resources, Lovisa and Biome taking centre stage.See omnystudio.com/listener for privacy information.

Stock Take: Stuffed Crust

Nov 14 2024 31 mins  
Angus Donohoo and Graham Witcomb join John Addis on this week’s episode of Stock Take to discuss the profitability shenanigans of Domino's Pizza and SiteMinder, capitalising R&D expenses, using GPUs as collateral, and more!See omnystudio.com/listener for privacy information.

Stock Take: The Founder Problem

Oct 31 2024 39 mins  
The team address founders, Cochlear and the value of field trips.See omnystudio.com/listener for privacy information.

Stock Take: The AI Bubble

Oct 17 2024 42 mins  
Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to shine the spotlight on AI and take a look at the lithium sector.See omnystudio.com/listener for privacy information.

Stock Take: Weighing It Up

Oct 03 2024 37 mins  
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week’s episode of Stock Take to discuss Xero, portfolio allocation, how to boost your returns, and much more!See omnystudio.com/listener for privacy information.

Stock Take: The High-Quality Stock Bubble

Sep 19 2024 41 mins  
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the high-quality, high-multiple bubble, as well as shrinkflation, rates, and more!See omnystudio.com/listener for privacy information.

Stock Take: MinRes Drops, Rightmove Pops

Sep 05 2024 40 mins  
Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Mineral Resources, Rightmove, and Tabcorp.See omnystudio.com/listener for privacy information.

Stock Take: Boeing Cracks

Aug 22 2024 31 mins  
Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take to shine the spotlight on Boeing, Verisign, and the online classifieds sector.See omnystudio.com/listener for privacy information.

Stock Take: A Whole New World

Aug 08 2024 31 mins  
Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to discuss investment opportunities during a market downturn, the new world and AI, ResMed, and more!See omnystudio.com/listener for privacy information.

Stock Take: Nike To Know You

Jul 25 2024 42 mins  
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss Nike, Woodside and IPD Group.See omnystudio.com/listener for privacy information.