Stock Take

Apr 03 2025 97 ep. 45 mins 114

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.

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Stock Take: Google's Innovator's Dilemma

Apr 03 2025 33 mins

Google takes centre stage in this week's episode of Stock Take, with John Addis, Angus Donohoo and Nick Cummings discussing their recent recommendation of the tech giant.See omnystudio.com/listener for privacy information.

Stock Take: Dealing With The Crash

Mar 20 2025 30 mins

This week on Stock Take: John Addis, Nick Cummings and Angus Donohoo discuss how to handle share price falls.See omnystudio.com/listener for privacy information.

Stock Take: Cars, Coal & Supermarket Wars

Mar 06 2025 34 mins

This week on Stock Take: John Addis, Gaurav Sodhi and Graham Witcomb wrap up reporting season and discuss the automotive industry, coal sector, and supermarket landscape.See omnystudio.com/listener for privacy information.

Stock Take: A Shell Shocked Reporting Season

Feb 20 2025 38 mins

John Addis, Graham Whitcomb and Gaurav Sodhi dive into reporting season in this week's episode of Stock Take, looking at three stocks that have made significant results.See omnystudio.com/listener for privacy information.

Stock Take: A China Gamble

Feb 06 2025 32 mins

John Addis, Nick Cummings, and Gaurav Sodhi put China centre stage in this week's episode of Stock Take, looking at the country's transformation, and why it's now uninvestible.See omnystudio.com/listener for privacy information.

Stock Take: Why Markets Are Flying

Jan 23 2025 33 mins

Stock Take returns for 2025 as John Addis, Nick Cummings, and Gaurav Sodhi look at why markets are flying, how to handle dumb money doing well, the psychology of underperformance and much more!See omnystudio.com/listener for privacy information.

Stock Take: Special K

Dec 12 2024 39 mins

Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take, the final of 2024, to talk all things Korea!See omnystudio.com/listener for privacy information.

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.