Épisodes

  • Stock Take: Slimdowns and Meltups
    Jun 27 2024

    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.

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    32 min
  • Stock Take: A Lot to Taco 'Bout
    Jun 13 2024

    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.

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    41 min
  • Stock Take: Red Flags and Stock Valuations
    May 29 2024

    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.

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    41 min
  • Stock Take: Perpetual Mayhem
    May 16 2024

    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.

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    43 min
  • Stock Take: The Economics of Dating
    May 2 2024

    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.

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    42 min
  • Stock Take: Return on Equity
    Apr 18 2024

    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.

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    40 min
  • Stock Take: The Psychology of Missing Out
    Apr 4 2024

    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.

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    37 min
  • The Telco Files
    Mar 21 2024

    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.

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    55 min