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. Stock Take: When Fortune Knocks

    −5 d

    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.

    41 min
  2. Stock Take: Bubbles, SpaceX and BHP

    11 juni

    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.

    34 min
  3. Stock Take: Quality on Sale

    28 maj

    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.

    29 min
  4. Stock Take: Strait and Chips

    14 maj

    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.

    31 min
  5. Stock Take: Cochlear Falls, Braves Rise

    30 apr.

    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.

    33 min
  6. Stock Take: The Eucalypt Stock Edition

    16 apr.

    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.

    31 min
  7. Stock Take: The unreasonable whack job edition

    1 apr.

    Stock Take: The unreasonable whack job edition

    Join John, Graham and Nick as they discuss the opportunities in the sectors unreasonably hit by AI fears, as well as Graham's love for The World Game.  See omnystudio.com/listener for privacy information.

    35 min
  8. Stock Take: The Good Oil On Energy

    19 mars

    Stock Take: The Good Oil On Energy

    Nick Cummings and Gaurav Sodhi join John Addis on this week’s episode of Stock Take to explore the energy sector and unpack the forces driving market volatility. See omnystudio.com/listener for privacy information.

    29 min
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Om

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

Information

  • Skapad av
    Intelligent Investor
  • Aktiva år
    2020 - 2026
  • Avsnitt
    100
  • Åldersgräns
    Barnvänligt
  • Copyright
    © 2026 Intelligent Investor
  • Programmets webbplats
    Stock Take

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