Stock Take

By Intelligent InvestorBusiness

Stock Take episodes

October 25, 2023 Stock Take – Small caps, Rightmove and TPG
Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling.
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43 min
October 11, 2023 Stock Take – Appen, turnarounds, Coupang and more
The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.
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48 min
September 27, 2023 Stock Take – The wreck of Star, the wrath of Gaurav and the wisdom of Nick
Join the team as Graham laments the wreck of Star, Gaurav unleashes on Superloop and Nick explains why Nvidia is the hottest stock in the world.
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47 min
September 14, 2023 Stock Take - Reporting season recap, ResMed and regrets
Join the team as Graham discusses diet pills, John decides no more regrets and Gaurav dissects lithium.

00:26 - Star Casino & Gas vs Induction

11:37 - Lithium Mining

21:50 - Ozempic (NVO)

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40 min
August 31, 2023 Stock Take - Reporting season roundup
Join the team to find out why Gaurav loves jewellery, why plumbing in America has Nick worried and why Graham is keen on brain implants.
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47 min
August 17, 2023 Stock Take - The Everyone Loves Raymond edition
With the team busy with results, John interviews new analyst Raymond Jang, talking Supply Network, JB HiFi and the deprogramming camp new analysts are forced to enter, and sometimes never leave.
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53 min
August 02, 2023 Stock Take - The US AI rally, charismatic CEOs and company visits
This fortnight, the team discusses why the S&P is looking more like the ASX, the attractions and repulsions of charismatic CEOs and the value or otherwise of meeting with management.
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41 min
July 19, 2023 Stock Take - The value of brands, Tabcorp, AMP and small caps are back.
Join the team (minus Gaurav, plus John) as they ponder the value of brands, including how to build them (ARB) and how to destroy them (Yes, AMP). Plus a sweep of the online gambling landscape and what’s driving the small cap rebound.
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40 min
July 06, 2023 A new iron ore story, the market strikes back and the return of Microsoft
Join the team as Nathan sums up last year's ASX return; Gaurav tells us why iron ore prices will fall, and Nick tries to convince us of Microsoft's merits.
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48 min
May 23, 2023 Stock Take – AI, Google’s low multiple, falling share prices and more
Join the team for the latest episode of Stock Take where everyone has a go. Nathan laments the situation with small caps, Gaurav's over Omaha and John's got a new set of hips. You won't get this anywhere else, folks!
See omnystudio.com/listener for privacy information.
54 min