Stock Take

By Intelligent InvestorBusiness

Stock Take episodes

June 11 Stock Take: Bubbles, SpaceX and BHP
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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35 min
May 28 Stock Take: Quality on Sale
Nathan Bell and Nick Cummings join Graham Witcomb to explain why the world's best businesses are suddenly on sale, why the most crowded trades are riskier than they look, and why the easy run is over as globalisation goes into reverse.
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30 min
May 14 Stock Take: Strait and Chips
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the energy and semiconductor markets.
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31 min
April 30 Stock Take: Cochlear Falls, Braves Rise
Graham Witcomb and Nick Cummings join John Addis on this week's episode of Stock Take to discuss what's going on at Cochlear, and whether the Atlanta Braves are a swing worth taking.
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33 min
April 16 Stock Take: The Eucalypt Stock Edition
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take as they go out on a limb with the Koala IPO and when to bet big.
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31 min
April 01 Stock Take: The unreasonable whack job edition
Join John, Graham and Nick as they discuss the opportunities in the sectors unreasonably hit by AI fears, as well as Graham's love for The World Game.
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36 min
March 19 Stock Take: The Good Oil On Energy
Nick Cummings and Gaurav Sodhi join John Addis on this week’s episode of Stock Take to explore the energy sector and unpack the forces driving market volatility.
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29 min
March 05 Stock Take: Time For Action
Nathan Bell and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the latest market movements, Woolworths versus CSL, and look at some portfolio changes and opportunities.
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36 min
February 19 Stock Take: Sell off as a Service
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse.
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39 min
February 05 Stock Take: The Resources Roundup
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the resources boom and share their thoughts on some of Australia's highest-quality businesses.
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37 min