Stock Take

Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to unwrap the IPO of Guzman y Gomez and put Wesfarmers under the microscope. See omnystudio.com/listener for privacy information.

Graham Witcomb and Angus Donohoo join John Addis on this week's episode of Stock Take to discuss the red flags at Nine Entertainment, the financial complexities of Lifestyle Communities, Gentrack's turnaround, and much more! See omnystudio.com/listener for privacy information.

Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss what's going on at Perpetual, Johns Lyng, and much more! See omnystudio.com/listener for privacy information.

Nathan Bell and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss BHP’s bid for Anglo American, the economics of dating, Intelligent Investor’s funds, and much more! See omnystudio.com/listener for privacy information.

John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss return on equity, Woolworths, NextDC, Seven Group, and more! See omnystudio.com/listener for privacy information.

John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Aussie Broadband, Superloop, Boeing, and the psychology of missing out. See omnystudio.com/listener for privacy information.

John Addis and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take for a deep dive into the telco sector, look back on investment lessons learnt from days past, and share their thoughts on a number of ASX-listed stocks. See omnystudio.com/listener for privacy information.

This week on Stock Take, Gaurav Sodhi confesses his love for Lovisa, Graham Witcomb goes cuckoo for chocolate, and Nick Cummings waves goodbye to his beloved filing cabinet. See omnystudio.com/listener for privacy information.

Is beer a marketing or a beverage business? What's the best startup strategy for a brewer? And how do you make so many flavours with so few ingredients? Gaurav sits down with the founder of his favourite beer, DJ McCready of Mountain Culture, to discuss these questions and more. See omnystudio.com/listener for privacy information.

In our final podcast for 2023 the team discuss the benefits of meeting company boards, give an update of Lovisa and its AGM, and farewell one of their favourite fundies. See omnystudio.com/listener for privacy information.

Join the team as they discuss the lithium bust. Is this the inevitable end to the boom or is now the time to pounce? We look at two stocks caught up in the EV story. See omnystudio.com/listener for privacy information.

Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling. See omnystudio.com/listener for privacy information.

The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea. See omnystudio.com/listener for privacy information.

Join the team as Graham laments the wreck of Star, Gaurav unleashes on Superloop and Nick explains why Nvidia is the hottest stock in the world. See omnystudio.com/listener for privacy information.

Join the team as Graham discusses diet pills, John decides no more regrets and Gaurav dissects lithium. 00:26 - Star Casino & Gas vs Induction  11:37 - Lithium Mining  21:50 - Ozempic (NVO)     See omnystudio.com/listener for privacy information.

Join the team to find out why Gaurav loves jewellery, why plumbing in America has Nick worried and why Graham is keen on brain implants. See omnystudio.com/listener for privacy information.

With the team busy with results, John interviews new analyst Raymond Jang, talking Supply Network, JB HiFi and the deprogramming camp new analysts are forced to enter, and sometimes never leave. See omnystudio.com/listener for privacy information.

This fortnight, the team discusses why the S&P is looking more like the ASX, the attractions and repulsions of charismatic CEOs and the value or otherwise of meeting with management. See omnystudio.com/listener for privacy information.

Join the team (minus Gaurav, plus John) as they ponder the value of brands, including how to build them (ARB) and how to destroy them (Yes, AMP). Plus a sweep of the online gambling landscape and what’s driving the small cap rebound. See omnystudio.com/listener for privacy information.

Join the team as Nathan sums up last year's ASX return; Gaurav tells us why iron ore prices will fall, and Nick tries to convince us of Microsoft's merits. See omnystudio.com/listener for privacy information.

Join the team for the latest episode of Stock Take where everyone has a go. Nathan laments the situation with small caps, Gaurav's over Omaha and John's got a new set of hips. You won't get this anywhere else, folks! See omnystudio.com/listener for privacy information.

Join the team as Gaurav talks up costume jewelry, Graham gushes over plasma and James delivers a disappointing slice of pizza. See omnystudio.com/listener for privacy information.

Join the team as Graham lays out the case for Credit Corp, Nick outlines the forthcoming reporting season and Gaurav shares his distaste for Microsoft. See omnystudio.com/listener for privacy information.

Was the crypto crash inevitable? Is Tesla the next big stock to implode? Why have we missed the opportunity in Goodman Group … twice? Join the team as they answer these questions and more. See omnystudio.com/listener for privacy information.

Nathan and Gaurav discuss a selection of smaller stocks they are watching, including MA Financial, Karoon Energy, RPM Global, Aussie Broadband and Pinnacle. See omnystudio.com/listener for privacy information.