Stock Take

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.

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.

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.

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.

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.

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.

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.

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.

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.

Nathan Bell and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the latest market movements, Woolworths versus CSL, and look at some portfolio changes and opportunities. See omnystudio.com/listener for privacy information.

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse. See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the resources boom and share their thoughts on some of Australia's highest-quality businesses. See omnystudio.com/listener for privacy information.

Stock Take returns for 2026 as John Addis, Gaurav Sodhi, and Nick Cummings discuss GLP-1s, PWR Holdings, and predictions for the year ahead. See omnystudio.com/listener for privacy information.

Join Gaurav Sodhi, Nathan Bell, Nick Cummings and Graham Witcomb for the final episode of Stock Take for the year, to review the highs and lows of 2025. See omnystudio.com/listener for privacy information.

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the highs and lows of investing. See omnystudio.com/listener for privacy information.

Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss AGM season and Washington H. Soul Pattinson. See omnystudio.com/listener for privacy information.

Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the rapid appreciation of Pilbara Minerals, as well as the virtues and pitfalls of buybacks. See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a fascinating pharmaceutical company, the Guzman y Gomez share buyback, and sectors impacted by the threat of AI disruption. See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss CEO tenure. See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the ASX itself, where to park your money, and cheap stocks to watch. See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the highs and lows of reporting season. See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take for a look at all things gold, as well as the latest from REA Group. See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the philosophy behind value investing. See omnystudio.com/listener for privacy information.

Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP. See omnystudio.com/listener for privacy information.

This week on Stock Take, Gaurav Sodhi and Graham Witcomb share their thoughts on two stocks: Telstra and Nanosonics. See omnystudio.com/listener for privacy information.