Stock Take: Recent Episodes
Intelligent Investor
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the eight reporting season results they're watching most closely, and what each one needs to prove.
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Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a construction float that isn't what it looks like, culture as a competitive advantage, and the echoes of 1999 in the AI boom.
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Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the cracks appearing in the SaaS story, why the market may be overrating ASX software stocks, and where the rare exceptions still lie.
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Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss why the REIT sector has dropped off everyone's radar, how a neglected infrastructure business quietly became a market darling, and what separates the companies that capitalise on good fortune from those that let it slip.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss CEO tenure.
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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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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.
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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take for a look at all things gold, as well as the latest from REA Group.
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Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the philosophy behind value investing.
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Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP.
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This week on Stock Take, Gaurav Sodhi and Graham Witcomb share their thoughts on two stocks: Telstra and Nanosonics.
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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the market euphoria, chaos, and valuations.
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Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss the latest local and international market news, artificial intelligence, company acquisitions, and much more!
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Graham Witcomb and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the declining state of listed companies, as well as the Australian based tech boom.
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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the flywheel effect and put both Amazon and Eagers under the microscope.
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The retail sector takes centre stage in this week's episode of Stock Take, with John Addis, Graham Witcomb and Gaurav Sodhi sharing their thoughts on a number of interesting companies.
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Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to make sense of Trump's recent economic decisions, and what it all means for investors.
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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.
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This week on Stock Take: John Addis, Nick Cummings and Angus Donohoo discuss how to handle share price falls.
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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.
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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.
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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.
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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!
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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!
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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.
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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!
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The team address founders, Cochlear and the value of field trips.
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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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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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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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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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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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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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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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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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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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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.
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Graham Witcomb and Angus Donohoo join John Addis on this week's episode of Stock Take to discuss the red flags at Nine Entertainment, the financial complexities of Lifestyle Communities, Gentrack's turnaround, and much more!
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Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss what's going on at Perpetual, Johns Lyng, and much more!
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Nathan Bell and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss BHP’s bid for Anglo American, the economics of dating, Intelligent Investor’s funds, and much more!
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John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss return on equity, Woolworths, NextDC, Seven Group, and more!
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John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Aussie Broadband, Superloop, Boeing, and the psychology of missing out.
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John Addis and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take for a deep dive into the telco sector, look back on investment lessons learnt from days past, and share their thoughts on a number of ASX-listed stocks.
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This week on Stock Take, Gaurav Sodhi confesses his love for Lovisa, Graham Witcomb goes cuckoo for chocolate, and Nick Cummings waves goodbye to his beloved filing cabinet.
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Is beer a marketing or a beverage business? What's the best startup strategy for a brewer? And how do you make so many flavours with so few ingredients? Gaurav sits down with the founder of his favourite beer, DJ McCready of Mountain Culture, to discuss these questions and more.
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In our final podcast for 2023 the team discuss the benefits of meeting company boards, give an update of Lovisa and its AGM, and farewell one of their favourite fundies.
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Join the team as they discuss the lithium bust. Is this the inevitable end to the boom or is now the time to pounce? We look at two stocks caught up in the EV story.
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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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The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.
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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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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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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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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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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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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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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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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!
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Join the team as Gaurav talks up costume jewelry, Graham gushes over plasma and James delivers a disappointing slice of pizza.
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Join the team as Graham lays out the case for Credit Corp, Nick outlines the forthcoming reporting season and Gaurav shares his distaste for Microsoft.
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Was the crypto crash inevitable? Is Tesla the next big stock to implode? Why have we missed the opportunity in Goodman Group … twice? Join the team as they answer these questions and more.
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Nathan and Gaurav discuss a selection of smaller stocks they are watching, including MA Financial, Karoon Energy, RPM Global, Aussie Broadband and Pinnacle.
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Join the team as they ask the big questions: why doesn’t ResMed face more competition? What is Altium really up to over the long term? And what can three blokes really know about costume jewellery?
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With BWX and MoneyMe both plunging, what does the share price say about each business? And what do Babar and Dicker Data have in common? Find that out and more with Gaurav, Graham and Nick.
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Having established Dante as the industry’s de facto standard, Audinate is set to prosper.
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This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop.
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Japan hasn’t been the success pandemic-era sales implied but Europe is a bigger opportunity. And the share price has almost halved this year.
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This amazing healthcare business has phenomenal financial metrics and a share price to match.
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This business is built for the long term, and in time it could emulate the success of its illustrious and much larger peer.
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Altium is one of Australia’s few platform businesses with a genuinely global opportunity, TechnologyOne occupies an exciting niche with a price to match and Xero is a wonderful growth business with a huge challenge ahead of it.
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A classic owner-manager, a lucrative and growing niche and a brand with a global reputation for excellence. This small but growing business has everything (except a cheap price).
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Our first reaction on seeing the numbers from this fast fashion jewellery retailer was to think it a fraud. Instead, it’s one of Australia’s best retail businesses.
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Join the team as they discuss how they are managing falling markets, and they discuss two of the best tech business in the land.
01:22 – Fear and falling markets 33.56– REA Group (REA) 44.35 Xero (XRO)
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00:30 – Life360 (360) 22:35 – Mining stocks update 31:09 – Washington H. Soul Pattinson (SOL) 35:31 – Technology One (ONE)
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Join the team as they discuss market falls and share their reporting season highlights.
02:12 – Market movements 5:04 – Ansell (ANN) 8:08 – Reporting season impressions 17:47 – Ansell (AN) 25:33 – Domino's Pizza (DMP) 33:56 – Whitehaven Coal (WHC) 43:17 – MoneyMe (MME) 51:11 – Medical Developments International (MVP) 57:03 – Lovisa (LOV)
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Join the team as they reveal the stocks they are most keen to buy.
01:18– Market falls 21:48 – What's on the watchlist – REA, BRG, CSL, GTK, HSN, DMP, MIN
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Crack out the champers and raise a toast to 2021 as the team look back at an extraordinary 18 months and review new additions to our Top 3 for 3 competition in our final episode of Stock Take for the year.
01:51– An extraordinary 18 months 22:25: Top 3 for 3 47:20: Holiday reading
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The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list.
3:47 – Reece (REH) 10:33 – Tabcorp (TAH) 22:45 – Ramsay Health Care (RHC) 31:37 – Goodman Group (GMG) 38:47 – James Hardie (JHX)
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Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed.
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0:55 – IMF and how the industry evolved 5:35 – Economics of the funding 7:48 – Andrew's background 10:21 – Diversification opportunities 14:08 – Merger with Omni Bridgeway 19:33 –What the business looks like 23:37 – Case selection and scalability 28:00 – Competition 29:58 – Perception and regulation 34:35 – Funds under management 38:09 – M&A opportunities 40:07 – Accounting 45:29 – Business outlook
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The team provides an update on API, asks whether oil is the new coal, and investigates a new stock, Medical Developments.
00:37 Australian Pharmaceutical Industries (API) 14:17 Karoon Energy (KAR) and Woodside Petroleum (WPL) 32:05 Medical Developments International (MVP)
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Join the team as they discuss highlights from reporting season 2021. In between company talk, we discuss the importance of management haircuts, reading the vibe and Mickey's dog.
01:55 – Altium (ALU) 23:23 – Aussie Broadband (ABL) 40:24 – Commonwealth Bank (CBA) 54:32 – Audinate (AD8) 1:01 – BHP Group (BHP) 1:08 – Australian Ethical (AEF)
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Join the team as they explain why we're buying two previously lousy businesses and how Credit Corp continues to beat its peers.
03:04 – Lendlease (LLC) 22:02 – Karoon Energy (KAR) 42:21 – Credit Corp (CCP)
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Join the team as they discuss the disfunction at Crown, the mispricing in coal and an intriguing idea in Genex.
01:44 – Crown Resorts (CWN) 20:12 – Whitehaven Coal (WHC) 37:21 – Genex Power (GNX)
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Join the team as they discuss the takeover offer for Sydney Airport, debate over EML and whine about Telstra.
01:20 – Sydney Airport (SYD) 18:34 – Tabcorp (TAH) 22:26 – EML Payments (EML) 43:46 – Telstra (TLS)
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Join the team as they explain how CSL works, why we sold AMA and discuss the Woolies split.
01:17 – Woolworths (WOW) 20:31 – CSL (CSL) 43:14 – AMA Group (AMA)
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Join the team as they discuss Tabcorp, revisit gold and lament continued interest in crypto.
00:35 – Tabcorp (TAH) 14:19 – Gold miners and Evolution Mining (EVN) 34:37 – Cryptocurrency madness 40:31 – Vista Group (VGL)
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Join the team for their wrap-up of reporting season highlights including BHP, Domino's and Servcorp.
00:38 – Reporting season wrap-up 06:33 – Domino's (DMP) 17:53 – Servcorp (SRV) 28:46 – BHP Group (BHP) 38:54 – Altium (ALU) 49:58 – Omni Bridgeway (OBL) 58:40 – Aussie Broadband (ABB)
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Join the team as they explain why they're selling travel stocks, why you should buy miners, and introduce a little known new recommendation.
03:41 – Flight Centre (FLT) and Webjet (WEB) downgrade 20:54 – Eroad (ERD) 40:37 – Resources portfolio update
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After a momentous year, the team reflect on their hits and misses. They also discuss a few ideas for 2021.
05:18 – Reactions to, and lessons from, the panic 27:26 – Best trades and what we learnt 36:05 – Enduring changes to investing and personal habits 48:26 – What we're looking at in the New Year
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The team introduces Omni Bridgeway, explains Telstra’s new split and considers selling Realestate.com.au.
01:18 – Omni Bridgeway (OBL) 23:36 – Telstra (TLS) 40:54 – REA Group REA)
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Join host Nathan Bell as he asks James and Mickey how to get the Sell decision right, whether screening for opportunities works and the different ways they find ideas.
03:02 – Valuations and getting the sell decision right 25:42 – How to find opportunities
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Join Nathan Bell, Portfolio Manager at Intelligent Investor, as he asks Mark Draper and Shannon Corcoran who should seek financial planning advice, how to get the most value for your money and what you should ask to find a trustworthy financial partner.
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Join the team as they introduce two new stocks and revisit an old recommendation.
00:40 – Advance Nanotek (ANO) 19:00 – News Corp (NWS) 37:17 – Aussie Broadband (ABB)
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Join the team as they dissect Infratil, introduce Zoono and discuss the hottest stock on the market, Afterpay.
01:06 – Infratil (IFT) 20:10 – Zoono (ZNO) 40:07 – Afterpay (APT)
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Join the team as they wrap up a tough reporting season, introduce Vista Group and revisit Flight Centre.
01:09 – Reporting season wrap-up 13:23 – Vista Group (VGL) 29:30 – Flight Centre (FLT)
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Join the team as they cover reporting season highlights.
01:39 – BHP Group (BHP) 15:29 – Australian Ethical Investment (AEF) 26:08 – Class (CL1) 29:58 – Altium (ALU) 37:54 – Seek (SEK) 43:07 – What we're working on
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Join the team (and Mickey's new dog) as they introduce six small cap ideas too small to publish.
02:21 – Why invest in small caps? 15:08 – PKS Holdings (PKS) 21:31 – Moelis Australia (MOE) 31:03 – Experience Co (EXP) 42:04 – Adveritas (AV1) 47:30 – Smartpay Holdings (SMP) 51:45 – Tyro Payments (TYR) 54:02 – GR Engineering Services (GNG)
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Join the team as they consider crisis investing, discuss Macquarie Telecom and bet on casino stocks.
05:51 – Has the pandemic changed the way you invest? 23:11 – Macquarie Telecom (MAQ) 37:21 – Star Entertainment (SGR) and Crown Resorts (CWN)
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Join the team as they introduce United Malt Group, grumble at the takeover of Opticomm and consider what happened to Iress.
00:44 – Virus and market update 09:36 – United Malt Group (UMG) 24:11 – Unity and Opticomm merger 36:27 Iress (IRE)
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Join the team as they ponder the incredible market rally, reveal their best Buys and peer into travel stocks.
02:43 – The incredible market rebound 15:31 – Best Buy recommendations 16:50 – United Overseas Australia (UOS) 20:00 – Omni Bridgeway (OBL) 25:31 – South32 (S32) 28:44 – AMA Group (AMA) 32:55 – Audinate (AD8) 35:32 – Altium (ALU) 42:00 – Travel stocks, Flight Centre (FLT) and Webjet (WEB)
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Join the team as they discuss Macquarie Group, Megaport and Link Administration.
02:16 – Macquarie Group (MQG) 13:05 – Megaport (MP1) 26:38 – Link Administration (LNK)
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Join the team as they ask whether the new bull market is real, discuss REA, Domain and much more.
01:57 – With restrictions easing, where to from here? What are we doing? 15:10 – Is there an opportunity in changing valuations? 27:37 – What behaviours might change permanently? 37:27 – REA and Domain 49:51 – Thinking Allowed
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Join the team as they cover the banks, introduce Uniti Group and discuss property trusts.
01:02 – NAB capital raising 07:49 – Are impairment charges high enough? 12:52 – What should our exposure to banks be? 15:15 – Passive funds not the best choice 18:17 – Uniti Group 34:10 – ALE Group 43:25 — Scentre Group
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Join the team as they discuss small caps, introduce Fineos and provide some shocking news about Telstra.
01:52 – Small Companies Fund update 08:25 – Are small caps more flexible or more exposed to COVID? 10:30 – Recent changes to the portfolio – ARP, ALU, AIA, SCG 12:40 – Auckland Airport (AIA) 20:34 – Scentre Group (SCG) 35:00 – Altium (ALU) 37:32 – FINEOS (FLC) 48:54 – Carbon Revolution (CBR) 50:44 – Telstra (TLS)
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Join the team as they explain how to best exploit the flood of capital raisings to come and discuss three new buy ideas.
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Join the team as they explain how to best exploit the flood of capital raisings to come and discuss three new buy ideas.
00:39 – Reflections on the market and recent rally 08:49 – Capital raisings, problem or opportunity? 10:44 – What are the options available for businesses wanting to raise capital quickly 16:31 – As a non-shareholder, are cap raisings a good time to buy the stock? 20:57 – How to decided between cap raisings? 27:45 – Which businesses may need to raise capital? 35:04 – James Hardie (JXH) 46:57 – South32 (S32) 56:45 – Webjet (WEB)
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Join the team as they discuss how to navigate a stockmarket crash and how to make the best of new opportunities.
00:36 – What do we do? 11:49 – What are we doing in our own portfolios? 25:29 – What might the world look like after this passes? 26:45 – Travel industry 34:40 – Retailers 38:04 – Commercial real estate 41:22 – Top tips
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The market is now in full panic mode. Join the team as they discuss how to handle the first serious rout since the GFC.
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Join the team as they ponder the rough start to the year, consider A2 Milk and discuss Autosports.
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Join the team as they discuss new stocks Mineral Resources and Objective and discuss the latest from SmartGroup.
00:59 – Objective Corporation (OCL) 10:19 – Smartgroup Corporation (SIQ) 23:57 – Mineral Resources (MIN)
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Join Gaurav and Mickey as they answer your questions.
01:21 – Westpac (WBC) 05: 08 – Tyro IPO 09:19 – Caltex (CTX) 11:24 – Water stocks
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Join the team and they discuss changing minds on Tabcorp, the Aramco IPO and the Woolworths demerger.
01:01 - Tab (TAH) 15:53 – Saudi Aramco 27:12 – Woolworths (WOW)
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Join the team as they discuss Zero, analyse Freedom Foods and explain why demergers can be so attractive.
00:40 – Zero 13:56 – Freedom Foods 23:54 – Demergers
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Join the team and they consider Webjet, revisit Dominos and discuss ARB.
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