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All Episodes

Stock Take — 100 episodes

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Title
1

Stock Take: Lessons From a Failed Float

2

Stock Take: Is the Economic Model Starting to Crack?

3

Stock Take: Misleading Metrics

4

Stock Take: The Results of the Season

5

Stock Take: The Rant Edition

6

Stock Take: Eight Results That Matter

7

Stock Take: The Anti-AI Stock

8

Stock Take: SaaS and Sensibility

9

Stock Take: When Fortune Knocks

10

Stock Take: Bubbles, SpaceX and BHP

11

Stock Take: Quality on Sale

12

Stock Take: Strait and Chips

13

Stock Take: Cochlear Falls, Braves Rise

14

Stock Take: The Eucalypt Stock Edition

15

Stock Take: The unreasonable whack job edition

16

Stock Take: The Good Oil On Energy

17

Stock Take: Time For Action

18

Stock Take: Sell off as a Service

19

Stock Take: The Resources Roundup

20

Stock Take: The Fat Pitch

21

Stock Take: A Year in Review

22

Stock Take: Winners and Warning Bells

23

Stock Take: Better Call Soul

24

Stock Take: The Buybacks and Sell Down Edition

25

Stock Take: The Nuclear Taco Edition

26

Stock Take: The CEO Edition

27

Stock Take: Australia's Only Cheap Sector Edition

28

Stock Take: Winners and Losers of Reporting Season

29

Stock Take: The Gold and the Beautiful

30

Stock Take: The Art of Value Investing

31

Stock Take: Bluechip Blunders

32

Stock Take: The ARPU Awakening Edition

33

Stock Take: The Virtue of Valuation

34

Stock Take: The Art of the Deal

35

Stock Take: Honey, I Shrunk the ASX

36

Stock Take: The Flywheel Edition

37

Stock Take: The Retail Edition

38

Stock Take: The Chaos Edition

39

Stock Take: Google's Innovator's Dilemma

40

Stock Take: Dealing With The Crash

41

Stock Take: Cars, Coal & Supermarket Wars

42

Stock Take: A Shell Shocked Reporting Season

43

Stock Take: A China Gamble

44

Stock Take: Why Markets Are Flying

45

Stock Take: Special K

46

Stock Take: MinResurrection

47

Stock Take: Stuffed Crust

48

Stock Take: The Founder Problem

49

Stock Take: The AI Bubble

50

Stock Take: Weighing It Up

51

Stock Take: The High-Quality Stock Bubble

52

Stock Take: MinRes Drops, Rightmove Pops

53

Stock Take: Boeing Cracks

54

Stock Take: A Whole New World

55

Stock Take: Nike To Know You

56

Stock Take: The Grave State of Radiology

57

Stock Take: Slimdowns and Meltups

58

Stock Take: A Lot to Taco 'Bout

59

Stock Take: Red Flags and Stock Valuations

60

Stock Take: Perpetual Mayhem

61

Stock Take: The Economics of Dating

62

Stock Take: Return on Equity

63

Stock Take: The Psychology of Missing Out

64

The Telco Files

65

Stock Take: Let Them Eat Chocolate

66

Stock Take –  Mountain Culture: Building a business and a brand

67

Stock Take – Lovisa, AGMs and the trouble with shorts

68

Stock Take – Pilbara and Waypoint: The EV Edition

69

Stock Take – Small caps, Rightmove and TPG

70

Stock Take – Appen, turnarounds, Coupang and more

71

Stock Take – The wreck of Star, the wrath of Gaurav and the wisdom of Nick

72

Stock Take - Reporting season recap, ResMed and regrets

73

Stock Take - Reporting season roundup

74

Stock Take - The Everyone Loves Raymond edition

75

Stock Take - The US AI rally, charismatic CEOs and company visits

76

Stock Take - The value of brands, Tabcorp, AMP and small caps are back.

77

A new iron ore story, the market strikes back and the return of Microsoft

78

Stock Take – AI, Google’s low multiple, falling share prices and more

79

Stock Take – Reporting season February 2023 round-up

80

Will AI end search? Credit Corp and reporting season

81

Stock Take – Crypto crash and the soft side of analysis

82

Stock Take – Small stocks in focus

83

Stock Take – ResMed, Lovisa, Altium and BHP

84

Stock Take – BWX, MoneyMe and Dicker Data

85

Australia’s 10 Best Growth Businesses – Audinate

86

Australia’s 10 Best Growth Businesses – Breville Group

87

Australia’s 10 Best Growth Businesses – Domino’s

88

Australia's 10 Best Growth Businesses – Pro Medicus

89

Australia's 10 Best Growth Businesses – MA Financial Group

90

Australia's 10 Best Growth Businesses – Altium, TechnologyOne, Xero

91

Australia's 10 Best Growth Businesses – PWR Holdings

92

Australia's 10 Best Growth Businesses – Lovisa

93

Stock Take – Managing the fall, REA and Xero

94

Stock Take – Technology One, Life360 and Soul Patts

95

Stock Take - Reporting season highlights, market falls and pizza

96

Stock Take – Why stocks have fallen and what to buy

97

Stock Take – 2021: The wrap-up

98

Stock Take – Best of the rest

99

Stock Take – Farewell, Mickey

100

Stock Take – CEO Interview – Andrew Saker, Omni Bridgeway