Stock Take

By Intelligent InvestorBusiness

Stock Take episodes

October 17, 2024 Stock Take: The AI Bubble
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.
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43 min
October 03, 2024 Stock Take: Weighing It Up
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!
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38 min
September 19, 2024 Stock Take: The High-Quality Stock Bubble
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!
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42 min
September 05, 2024 Stock Take: MinRes Drops, Rightmove Pops
Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Mineral Resources, Rightmove, and Tabcorp.
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40 min
August 22, 2024 Stock Take: Boeing Cracks
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.
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32 min
August 08, 2024 Stock Take: A Whole New World
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!
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32 min
July 25, 2024 Stock Take: Nike To Know You
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss Nike, Woodside and IPD Group.
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43 min
July 11, 2024 Stock Take: The Grave State of Radiology
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.
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35 min
June 27, 2024 Stock Take: Slimdowns and Meltups
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.
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33 min
June 13, 2024 Stock Take: A Lot to Taco 'Bout
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.
41 min