Stock Take

Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss why the Firmus float failed and what it means for the AI boom, plus Dicker Data's latest acquisition and management changes at Lovisa.

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Gaurav Sodhi, Nick Cummings and Graham Witcomb examine the mounting pressures on Australia’s economy and what they mean for investors. Plus, they take a closer look at Sonic Healthcare and whether its depressed valuation presents an opportunity.

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Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the metrics companies want investors to focus on and the ones they'd rather keep hidden.

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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss four standout results from reporting season and why the market shrugged at most of them.

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Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the reporting habits that drive investors mad.

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Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the eight reporting season results they're watching most closely, and what each one needs to prove.

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Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a construction float that isn't what it looks like, culture as a competitive advantage, and the echoes of 1999 in the AI boom.

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Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the cracks appearing in the SaaS story, why the market may be overrating ASX software stocks, and where the rare exceptions still lie.

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Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss why the REIT sector has dropped off everyone's radar, how a neglected infrastructure business quietly became a market darling, and what separates the companies that capitalise on good fortune from those that let it slip.

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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the SpaceX IPO, the wider AI float frenzy, and why BHP is suddenly being called Australia's newest AI stock.

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