Stock Take

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to make sense of Trump's recent economic decisions, and what it all means for investors.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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 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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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 omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

Having established Dante as the industry's de facto standard, Audinate is set to prosper. See omnystudio.com/listener for privacy information.

This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop.See omnystudio.com/listener for privacy information.

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.

This amazing healthcare business has phenomenal financial metrics and a share price to match.See omnystudio.com/listener for privacy information.