PODCAST · business
Stock Take
by Intelligent Investor
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
Episodes
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Stock Take: Lessons From a Failed Float
Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss why the Firmus float failed and what it means for the AI boom, plus Dicker Data's latest acquisition and management changes at Lovisa. See omnystudio.com/listener for privacy information.
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Stock Take: Is the Economic Model Starting to Crack?
Gaurav Sodhi, Nick Cummings and Graham Witcomb examine the mounting pressures on Australia’s economy and what they mean for investors. Plus, they take a closer look at Sonic Healthcare and whether its depressed valuation presents an opportunity. See omnystudio.com/listener for privacy information.
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Stock Take: Misleading Metrics
Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the metrics companies want investors to focus on and the ones they'd rather keep hidden. See omnystudio.com/listener for privacy information.
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Stock Take: The Results of the Season
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss four standout results from reporting season and why the market shrugged at most of them. See omnystudio.com/listener for privacy information.
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Stock Take: The Rant Edition
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the reporting habits that drive investors mad. See omnystudio.com/listener for privacy information.
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Stock Take: Eight Results That Matter
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Anti-AI Stock
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. See omnystudio.com/listener for privacy information.
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Stock Take: SaaS and Sensibility
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. See omnystudio.com/listener for privacy information.
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Stock Take: When Fortune Knocks
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…
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Stock Take: Bubbles, SpaceX and BHP
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. See omnystudio.com/listener for privacy information.
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Stock Take: Quality on Sale
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. See omnystudio.com/listener for privacy information.
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Stock Take: Strait and Chips
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the energy and semiconductor markets. See omnystudio.com/listener for privacy information.
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Stock Take: Cochlear Falls, Braves Rise
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Eucalypt Stock Edition
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. See omnystudio.com/listener for privacy information.
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Stock Take: The unreasonable whack job edition
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Good Oil On Energy
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. See omnystudio.com/listener for privacy information.
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Stock Take: Time For Action
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. See omnystudio.com/listener for privacy information.
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Stock Take: Sell off as a Service
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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.
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Stock Take: The Gold and the Beautiful
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Art of Value Investing
Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the philosophy behind value investing. See omnystudio.com/listener for privacy information.
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Stock Take: Bluechip Blunders
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP. See omnystudio.com/listener for privacy information.
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Stock Take: The ARPU Awakening Edition
This week on Stock Take, Gaurav Sodhi and Graham Witcomb share their thoughts on two stocks: Telstra and Nanosonics. See omnystudio.com/listener for privacy information.
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Stock Take: The Virtue of Valuation
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the market euphoria, chaos, and valuations. See omnystudio.com/listener for privacy information.
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Stock Take: The Art of the Deal
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! See omnystudio.com/listener for privacy information.
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Stock Take: Honey, I Shrunk the ASX
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Flywheel Edition
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Retail Edition
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. See omnystudio.com/listener for privacy information.
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Stock Take: The Chaos Edition
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. See omnystudio.com/listener for privacy information.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Stock Take: The Founder Problem
The team address founders, Cochlear and the value of field trips. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy information.
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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! See omnystudio.com/listener for privacy information.
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ABOUT THIS SHOW
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
HOSTED BY
Intelligent Investor
CATEGORIES
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Frequently Asked Questions
How many episodes does Stock Take have?
Stock Take currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Stock Take about?
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
How often does Stock Take release new episodes?
Stock Take has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Stock Take?
You can listen to Stock Take on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Stock Take?
Stock Take is created and hosted by Intelligent Investor.
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