Episodes
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.
Published 09/05/24
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.
Published 08/22/24
Published 08/22/24
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.
Published 08/08/24
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.
Published 07/25/24
Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to shine the spotlight on the funeral and radiology industries. See omnystudio.com/listener for privacy information.
Published 07/11/24
This week on Stock Take, Nick Cummings, Graham Witcomb and Angus Donohoo tackle some of the biggest themes in markets: weight loss drugs and artificial intelligence. See omnystudio.com/listener for privacy information.
Published 06/27/24
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to unwrap the IPO of Guzman y Gomez and put Wesfarmers under the microscope. See omnystudio.com/listener for privacy information.
Published 06/13/24
Graham Witcomb and Angus Donohoo join John Addis on this week's episode of Stock Take to discuss the red flags at Nine Entertainment, the financial complexities of Lifestyle Communities, Gentrack's turnaround, and much more! See omnystudio.com/listener for privacy information.
Published 05/29/24
Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss what's going on at Perpetual, Johns Lyng, and much more! See omnystudio.com/listener for privacy information.
Published 05/16/24
Nathan Bell and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss BHP’s bid for Anglo American, the economics of dating, Intelligent Investor’s funds, and much more! See omnystudio.com/listener for privacy information.
Published 05/02/24
John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss return on equity, Woolworths, NextDC, Seven Group, and more! See omnystudio.com/listener for privacy information.
Published 04/18/24
John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Aussie Broadband, Superloop, Boeing, and the psychology of missing out. See omnystudio.com/listener for privacy information.
Published 04/04/24
John Addis and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take for a deep dive into the telco sector, look back on investment lessons learnt from days past, and share their thoughts on a number of ASX-listed stocks. See omnystudio.com/listener for privacy information.
Published 03/21/24
This week on Stock Take, Gaurav Sodhi confesses his love for Lovisa, Graham Witcomb goes cuckoo for chocolate, and Nick Cummings waves goodbye to his beloved filing cabinet. See omnystudio.com/listener for privacy information.
Published 03/08/24
Is beer a marketing or a beverage business? What's the best startup strategy for a brewer? And how do you make so many flavours with so few ingredients? Gaurav sits down with the founder of his favourite beer, DJ McCready of Mountain Culture, to discuss these questions and more. See omnystudio.com/listener for privacy information.
Published 12/14/23
In our final podcast for 2023 the team discuss the benefits of meeting company boards, give an update of Lovisa and its AGM, and farewell one of their favourite fundies. See omnystudio.com/listener for privacy information.
Published 11/23/23
Join the team as they discuss the lithium bust. Is this the inevitable end to the boom or is now the time to pounce? We look at two stocks caught up in the EV story. See omnystudio.com/listener for privacy information.
Published 11/08/23
Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling. See omnystudio.com/listener for privacy information.
Published 10/25/23
The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea. See omnystudio.com/listener for privacy information.
Published 10/11/23
Join the team as Graham laments the wreck of Star, Gaurav unleashes on Superloop and Nick explains why Nvidia is the hottest stock in the world. See omnystudio.com/listener for privacy information.
Published 09/27/23
Join the team as Graham discusses diet pills, John decides no more regrets and Gaurav dissects lithium. 00:26 - Star Casino & Gas vs Induction  11:37 - Lithium Mining  21:50 - Ozempic (NVO)     See omnystudio.com/listener for privacy information.
Published 09/14/23
Join the team to find out why Gaurav loves jewellery, why plumbing in America has Nick worried and why Graham is keen on brain implants. See omnystudio.com/listener for privacy information.
Published 08/31/23
With the team busy with results, John interviews new analyst Raymond Jang, talking Supply Network, JB HiFi and the deprogramming camp new analysts are forced to enter, and sometimes never leave. See omnystudio.com/listener for privacy information.
Published 08/17/23
This fortnight, the team discusses why the S&P is looking more like the ASX, the attractions and repulsions of charismatic CEOs and the value or otherwise of meeting with management. See omnystudio.com/listener for privacy information.
Published 08/02/23