Stock Take

By Intelligent InvestorBusiness

Stock Take episodes

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
January 22 Stock Take: The Fat Pitch
Stock Take returns for 2026 as John Addis, Gaurav Sodhi, and Nick Cummings discuss GLP-1s, PWR Holdings, and predictions for the year ahead.
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42 min
December 11, 2025 Stock Take: A Year in Review
Join Gaurav Sodhi, Nathan Bell, Nick Cummings and Graham Witcomb for the final episode of Stock Take for the year, to review the highs and lows of 2025.
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48 min
November 27, 2025 Stock Take: Winners and Warning Bells
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the highs and lows of investing.
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39 min
November 13, 2025 Stock Take: Better Call Soul
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss AGM season and Washington H. Soul Pattinson.
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28 min
October 30, 2025 Stock Take: The Buybacks and Sell Down Edition
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the rapid appreciation of Pilbara Minerals, as well as the virtues and pitfalls of buybacks.
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31 min
October 16, 2025 Stock Take: The Nuclear Taco Edition
Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a fascinating pharmaceutical company, the Guzman y Gomez share buyback, and sectors impacted by the threat of AI disruption.
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28 min
October 02, 2025 Stock Take: The CEO Edition
Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss CEO tenure.
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36 min
September 18, 2025 Stock Take: Australia's Only Cheap Sector Edition
Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the ASX itself, where to park your money, and cheap stocks to watch.
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30 min
September 04, 2025 Stock Take: Winners and Losers of Reporting Season
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the highs and lows of reporting season.
See omnystudio.com/listener for privacy information.
36 min