Stock Take

By Intelligent InvestorBusiness

Stock Take episodes

April 03, 2025 Stock Take: Google's Innovator's Dilemma
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.
34 min
March 20, 2025 Stock Take: Dealing With The Crash
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.
31 min
March 06, 2025 Stock Take: Cars, Coal & Supermarket Wars
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.
35 min
February 20, 2025 Stock Take: A Shell Shocked Reporting Season
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.
39 min
February 06, 2025 Stock Take: A China Gamble
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.
33 min
January 23, 2025 Stock Take: Why Markets Are Flying
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.
34 min
December 12, 2024 Stock Take: Special K
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.
40 min
November 28, 2024 Stock Take: MinResurrection
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.
43 min
November 14, 2024 Stock Take: Stuffed Crust
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.
32 min
October 31, 2024 Stock Take: The Founder Problem
The team address founders, Cochlear and the value of field trips.
See omnystudio.com/listener for privacy information.
40 min