Intelligent Investor

Stock Take

Business EN ↓ 100 episodes

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

Author

Intelligent Investor

Category

Business

Latest episode

Jul 9, 2026

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Episodes

Stock Take: The Virtue of Valuation 26.06.2025

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the market euphoria, chaos, and valuations. See omnystudio.com/listener for privacy information.

Stock Take: The Art of the Deal 12.06.2025

Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss the latest local and international market news, artificial intelligence, company acquisitions, and much more! See omnystudio.com/listener for privacy information.

Stock Take: Honey, I Shrunk the ASX 29.05.2025

Graham Witcomb and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the declining state of listed companies, as well as the Australian based tech boom. See omnystudio.com/listener for privacy information.

Stock Take: The Flywheel Edition 15.05.2025

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the flywheel effect and put both Amazon and Eagers under the microscope. See omnystudio.com/listener for privacy information.

Stock Take: The Retail Edition 01.05.2025

The retail sector takes centre stage in this week's episode of Stock Take, with John Addis, Graham Witcomb and Gaurav Sodhi sharing their thoughts on a number of interesting companies. See omnystudio.com/listener for privacy information.

Stock Take: The Chaos Edition 17.04.2025

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to make sense of Trump's recent economic decisions, and what it all means for investors. See omnystudio.com/listener for privacy information.

Stock Take: Google's Innovator's Dilemma 03.04.2025

Google takes centre stage in this week's episode of Stock Take, with John Addis, Angus Donohoo and Nick Cummings discussing their recent recommendation of the tech giant. See omnystudio.com/listener for privacy information.

Stock Take: Dealing With The Crash 20.03.2025

This week on Stock Take: John Addis, Nick Cummings and Angus Donohoo discuss how to handle share price falls. See omnystudio.com/listener for privacy information.

Stock Take: Cars, Coal & Supermarket Wars 06.03.2025

This week on Stock Take: John Addis, Gaurav Sodhi and Graham Witcomb wrap up reporting season and discuss the automotive industry, coal sector, and supermarket landscape. See omnystudio.com/listener for privacy information.

Stock Take: A Shell Shocked Reporting Season 20.02.2025

John Addis, Graham Whitcomb and Gaurav Sodhi dive into reporting season in this week's episode of Stock Take, looking at three stocks that have made significant results. See omnystudio.com/listener for privacy information.

Stock Take: A China Gamble 06.02.2025

John Addis, Nick Cummings, and Gaurav Sodhi put China centre stage in this week's episode of Stock Take, looking at the country's transformation, and why it's now uninvestible. See omnystudio.com/listener for privacy information.

Stock Take: Why Markets Are Flying 23.01.2025

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.

Stock Take: Special K 12.12.2024

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.

Stock Take: MinResurrection 28.11.2024

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.

Stock Take: Stuffed Crust 14.11.2024

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.

Stock Take: The Founder Problem 31.10.2024

The team address founders, Cochlear and the value of field trips. See omnystudio.com/listener for privacy information.

Stock Take: The AI Bubble 17.10.2024

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.

Stock Take: Weighing It Up 03.10.2024

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.

Stock Take: The High-Quality Stock Bubble 19.09.2024

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.

Stock Take: MinRes Drops, Rightmove Pops 05.09.2024

Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Mineral Resources, Rightmove, and Tabcorp. See omnystudio.com/listener for privacy information.

Stock Take: Boeing Cracks 22.08.2024

Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take to shine the spotlight on Boeing, Verisign, and the online classifieds sector. See omnystudio.com/listener for privacy information.

Stock Take: A Whole New World 08.08.2024

Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to discuss investment opportunities during a market downturn, the new world and AI, ResMed, and more! See omnystudio.com/listener for privacy information.

Stock Take: Nike To Know You 25.07.2024

Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss Nike, Woodside and IPD Group. See omnystudio.com/listener for privacy information.

Stock Take: The Grave State of Radiology 11.07.2024

Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to shine the spotlight on the funeral and radiology industries. See omnystudio.com/listener for privacy information.

Stock Take: Slimdowns and Meltups 27.06.2024

This week on Stock Take, Nick Cummings, Graham Witcomb and Angus Donohoo tackle some of the biggest themes in markets: weight loss drugs and artificial intelligence. See omnystudio.com/listener for privacy information.

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