Episodes
Join the team (minus Gaurav, plus John) as they ponder the value of brands, including how to build them (ARB) and how to destroy them (Yes, AMP). Plus a sweep of the online gambling landscape and what’s driving the small cap rebound. See omnystudio.com/listener for privacy information.
Published 07/19/23
Join the team as Nathan sums up last year's ASX return; Gaurav tells us why iron ore prices will fall, and Nick tries to convince us of Microsoft's merits. See omnystudio.com/listener for privacy information.
Published 07/06/23
Join the team for the latest episode of Stock Take where everyone has a go. Nathan laments the situation with small caps, Gaurav's over Omaha and John's got a new set of hips. You won't get this anywhere else, folks! See omny.fm/listener for privacy information.
Published 05/23/23
Join the team as Gaurav talks up costume jewelry, Graham gushes over plasma and James delivers a disappointing slice of pizza. See omnystudio.com/listener for privacy information.
Published 03/16/23
Join the team as Graham lays out the case for Credit Corp, Nick outlines the forthcoming reporting season and Gaurav shares his distaste for Microsoft. See omnystudio.com/listener for privacy information.
Published 02/10/23
Was the crypto crash inevitable? Is Tesla the next big stock to implode? Why have we missed the opportunity in Goodman Group … twice? Join the team as they answer these questions and more. See omnystudio.com/listener for privacy information.
Published 12/01/22
Nathan and Gaurav discuss a selection of smaller stocks they are watching, including MA Financial, Karoon Energy, RPM Global, Aussie Broadband and Pinnacle. See omnystudio.com/listener for privacy information.
Published 11/15/22
Join the team as they ask the big questions: why doesn’t ResMed face more competition? What is Altium really up to over the long term? And what can three blokes really know about costume jewellery? See omnystudio.com/listener for privacy information.
Published 09/01/22
With BWX and MoneyMe both plunging, what does the share price say about each business? And what do Babar and Dicker Data have in common? Find that out and more with Gaurav, Graham and Nick. See omnystudio.com/listener for privacy information.
Published 07/08/22
Having established Dante as the industry’s de facto standard, Audinate is set to prosper.  See omnystudio.com/listener for privacy information.
Published 06/10/22
This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop. See omnystudio.com/listener for privacy information.
Published 06/10/22
Japan hasn’t been the success pandemic-era sales implied but Europe is a bigger opportunity. And the share price has almost halved this year. See omnystudio.com/listener for privacy information.
Published 06/10/22
This amazing healthcare business has phenomenal financial metrics and a share price to match. See omnystudio.com/listener for privacy information.
Published 06/10/22
This business is built for the long term, and in time it could emulate the success of its illustrious and much larger peer. See omnystudio.com/listener for privacy information.
Published 06/09/22
Altium is one of Australia’s few platform businesses with a genuinely global opportunity, TechnologyOne occupies an exciting niche with a price to match and Xero is a wonderful growth business with a huge challenge ahead of it. See omnystudio.com/listener for privacy information.
Published 06/06/22
A classic owner-manager, a lucrative and growing niche and a brand with a global reputation for excellence. This small but growing business has everything (except a cheap price). See omnystudio.com/listener for privacy information.
Published 06/06/22
Our first reaction on seeing the numbers from this fast fashion jewellery retailer was to think it a fraud. Instead, it’s one of Australia’s best retail businesses. See omnystudio.com/listener for privacy information.
Published 06/06/22
Join the team as they discuss how they are managing falling markets, and they discuss two of the best tech business in the land.  01:22 – Fear and falling markets 33.56– REA Group (REA) 44.35 Xero (XRO) See omnystudio.com/listener for privacy information.
Published 05/18/22
00:30 – Life360 (360) 22:35 – Mining stocks update 31:09 – Washington H. Soul Pattinson (SOL) 35:31 – Technology One (ONE) See omnystudio.com/listener for privacy information.
Published 04/06/22
Join the team as they discuss market falls and share their reporting season highlights. 02:12 – Market movements  5:04 – Ansell (ANN) 8:08 – Reporting season impressions 17:47 – Ansell (AN) 25:33 – Domino's Pizza (DMP) 33:56 – Whitehaven Coal (WHC) 43:17 – MoneyMe (MME) 51:11 – Medical Developments International (MVP) ​​​​​​​57:03 – Lovisa (LOV) See omnystudio.com/listener for privacy information.
Published 03/10/22
Join the team as they reveal the stocks they are most keen to buy. 01:18– Market falls 21:48 – What's on the watchlist – REA, BRG, CSL, GTK, HSN, DMP, MIN See omnystudio.com/listener for privacy information.
Published 02/10/22
Crack out the champers and raise a toast to 2021 as the team look back at an extraordinary 18 months and review new additions to our Top 3 for 3 competition in our final episode of Stock Take for the year.  01:51– An extraordinary 18 months 22:25: Top 3 for 3 47:20: Holiday reading See omnystudio.com/listener for privacy information.
Published 12/15/21
The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list. 3:47 – Reece (REH) 10:33 – Tabcorp (TAH) 22:45 – Ramsay Health Care (RHC) 31:37 – Goodman Group (GMG) 38:47 – James Hardie (JHX) See omnystudio.com/listener for privacy information.
Published 12/01/21
Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed. See omnystudio.com/listener for privacy information.
Published 11/10/21
0:55 – IMF and how the industry evolved 5:35 – Economics of the funding 7:48 – Andrew's background 10:21 – Diversification opportunities 14:08 – Merger with Omni Bridgeway 19:33 –What the business looks like 23:37 – Case selection and scalability 28:00 – Competition 29:58 – Perception and regulation 34:35 – Funds under management 38:09 –  M&A opportunities 40:07 –  Accounting 45:29 – Business outlook      See omnystudio.com/listener for privacy information.
Published 09/29/21