Stock Take

<p>Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing. </p>

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.

12-12
39:38

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.

11-28
42:41

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.

11-14
31:26

Stock Take: The Founder Problem

The team address founders, Cochlear and the value of field trips.See omnystudio.com/listener for privacy information.

10-31
39:24

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.

10-17
42:50

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.

10-03
37:28

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!See omnystudio.com/listener for privacy information.

09-19
41:40

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.See omnystudio.com/listener for privacy information.

09-05
40:00

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.See omnystudio.com/listener for privacy information.

08-22
31:58

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!See omnystudio.com/listener for privacy information.

08-08
31:24

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.See omnystudio.com/listener for privacy information.

07-25
42:53

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.See omnystudio.com/listener for privacy information.

07-11
34:09

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.See omnystudio.com/listener for privacy information.

06-27
32:15

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.

06-13
40:48

Stock Take: Red Flags and Stock Valuations

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!See omnystudio.com/listener for privacy information.

05-29
41:05

Stock Take: Perpetual Mayhem

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!See omnystudio.com/listener for privacy information.

05-16
42:38

Stock Take: The Economics of Dating

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!See omnystudio.com/listener for privacy information.

05-02
42:15

Stock Take: Return on Equity

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!See omnystudio.com/listener for privacy information.

04-18
39:39

Stock Take: The Psychology of Missing Out

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.See omnystudio.com/listener for privacy information.

04-04
36:34

The Telco Files

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.See omnystudio.com/listener for privacy information.

03-21
54:37

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