Stock Take

Intelligent Investor

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

  1. há 6 dias

    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.

    Stock Take: The Anti-AI Stock

  2. 9 de jul.

    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.

    Stock Take: SaaS and Sensibility

  3. 25 de jun.

    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 those that let it slip. See omnystudio.com/listener for privacy information.

    Stock Take: When Fortune Knocks

  4. 11 de jun.

    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.

    Stock Take: Bubbles, SpaceX and BHP

  5. 28 de mai.

    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.

    Stock Take: Quality on Sale

  6. 14 de mai.

    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.

    Stock Take: Strait and Chips

  7. 30 de abr.

    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.

    Stock Take: Cochlear Falls, Braves Rise

  8. 16 de abr.

    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.

    Stock Take: The Eucalypt Stock Edition
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Sobre

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

Informações

  • Criado por
    Intelligent Investor
  • Anos de atividade
    2020 - 2026
  • Episódios
    100
  • Classificação
    Livre
  • Copyright
    © 2026 Intelligent Investor
  • Site do podcast
    Stock Take