28 episodes

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

Stock Tak‪e‬ Intelligent Investor

    • Business

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

    Stock Take – Altium, Domino's, BHP and more

    Stock Take – Altium, Domino's, BHP and more

    Join the team for their wrap-up of reporting season highlights including BHP, Domino's and Servcorp.

    00:38 – Reporting season wrap-up
    06:33 – Domino's (DMP)
    17:53 – Servcorp (SRV)
    28:46 – BHP Group (BHP)
    38:54 – Altium (ALU)
    49:58 – Omni Bridgeway (OBL)
    58:40 – Aussie Broadband (ABB)

    See omnystudio.com/listener for privacy information.

    • 1 hr 11 min
    Stock Take – Travel stocks, mining stocks and Eroad

    Stock Take – Travel stocks, mining stocks and Eroad

    Join the team as they explain why they're selling travel stocks, why you should buy miners, and introduce a little known new recommendation. 

    03:41 – Flight Centre (FLT) and Webjet (WEB) downgrade
    20:54 – Eroad (ERD)
    40:37 – Resources portfolio update

    See omnystudio.com/listener for privacy information.

    • 45 min
    Stock Take – Adieu, 2020

    Stock Take – Adieu, 2020

    After a momentous year, the team reflect on their hits and misses. They also discuss a few ideas for 2021.

    05:18 – Reactions to, and lessons from, the panic
    27:26 – Best trades and what we learnt
    36:05 – Enduring changes to investing and personal habits
    48:26 – What we're looking at in the New Year

    See omnystudio.com/listener for privacy information.

    • 56 min
    Stock Take – Omni Bridgeway, Telstra and REA

    Stock Take – Omni Bridgeway, Telstra and REA

    The team introduces Omni Bridgeway, explains Telstra’s new split and considers selling Realestate.com.au.

    01:18 – Omni Bridgeway (OBL)
    23:36 – Telstra (TLS)
    40:54 – REA Group REA)

    See omnystudio.com/listener for privacy information.

    • 1 hr 1 min
    Stock Take – the Sell decision and finding ideas

    Stock Take – the Sell decision and finding ideas

    Join host Nathan Bell as he asks James and Mickey how to get the Sell decision right, whether screening for opportunities works and the different ways they find ideas.

    03:02 – Valuations and getting the sell decision right
    25:42 – How to find opportunities

    See omnystudio.com/listener for privacy information.

    • 39 min
    Stock Take – Gem Capital

    Stock Take – Gem Capital

    Join Nathan Bell, Portfolio Manager at Intelligent Investor, as he asks Mark Draper and Shannon Corcoran who should seek financial planning advice, how to get the most value for your money and what you should ask to find a trustworthy financial partner.

    See omnystudio.com/listener for privacy information.

    • 43 min

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