Épisodes

  • Stock Take: Why Markets Are Flying
    Jan 23 2025

    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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    34 min
  • Stock Take: Special K
    Dec 12 2024

    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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    40 min
  • Stock Take: MinResurrection
    Nov 28 2024

    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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    43 min
  • Stock Take: Stuffed Crust
    Nov 14 2024

    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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    31 min
  • Stock Take: The Founder Problem
    Oct 31 2024

    The team address founders, Cochlear and the value of field trips.

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    39 min
  • Stock Take: The AI Bubble
    Oct 17 2024

    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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    43 min
  • Stock Take: Weighing It Up
    Oct 3 2024

    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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    37 min
  • Stock Take: The High-Quality Stock Bubble
    Sep 19 2024

    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.

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    42 min