Stock Take

Join the team as they ask the big questions: why doesn’t ResMed face more competition? What is Altium really up to over the long term? And what can three blokes really know about costume jewellery? See omnystudio.com/listener for privacy information.

With BWX and MoneyMe both plunging, what does the share price say about each business? And what do Babar and Dicker Data have in common? Find that out and more with Gaurav, Graham and Nick. See omnystudio.com/listener for privacy information.

Having established Dante as the industry’s de facto standard, Audinate is set to prosper.  See omnystudio.com/listener for privacy information.

This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop. See omnystudio.com/listener for privacy information.

Japan hasn’t been the success pandemic-era sales implied but Europe is a bigger opportunity. And the share price has almost halved this year. See omnystudio.com/listener for privacy information.

This amazing healthcare business has phenomenal financial metrics and a share price to match. See omnystudio.com/listener for privacy information.

This business is built for the long term, and in time it could emulate the success of its illustrious and much larger peer. See omnystudio.com/listener for privacy information.

Altium is one of Australia’s few platform businesses with a genuinely global opportunity, TechnologyOne occupies an exciting niche with a price to match and Xero is a wonderful growth business with a huge challenge ahead of it.     See omnystudio.com/listener for privacy information.

A classic owner-manager, a lucrative and growing niche and a brand with a global reputation for excellence. This small but growing business has everything (except a cheap price). See omnystudio.com/listener for privacy information.

Our first reaction on seeing the numbers from this fast fashion jewellery retailer was to think it a fraud. Instead, it’s one of Australia’s best retail businesses. See omnystudio.com/listener for privacy information.

Join the team as they discuss how they are managing falling markets, and they discuss two of the best tech business in the land.  01:22 – Fear and falling markets 33.56– REA Group (REA) 44.35 Xero (XRO) See omnystudio.com/listener for privacy information.

00:30 – Life360 (360) 22:35 – Mining stocks update 31:09 – Washington H. Soul Pattinson (SOL) 35:31 – Technology One (ONE) See omnystudio.com/listener for privacy information.

Join the team as they discuss market falls and share their reporting season highlights. 02:12 – Market movements  5:04 – Ansell (ANN) 8:08 – Reporting season impressions 17:47 – Ansell (AN) 25:33 – Domino's Pizza (DMP) 33:56 – Whitehaven Coal (WHC) 43:17 – MoneyMe (MME) 51:11 – Medical Developments International (MVP) ​​​​​​​57:03 – Lovisa...

Join the team as they reveal the stocks they are most keen to buy. 01:18– Market falls 21:48 – What's on the watchlist – REA, BRG, CSL, GTK, HSN, DMP, MIN See omnystudio.com/listener for privacy information.

Crack out the champers and raise a toast to 2021 as the team look back at an extraordinary 18 months and review new additions to our Top 3 for 3 competition in our final episode of Stock Take for the year.  01:51– An extraordinary 18 months 22:25: Top 3 for 3 47:20: Holiday reading See omnystudio.com/listener for privacy information.

The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list. 3:47 – Reece (REH) 10:33 – Tabcorp (TAH) 22:45 – Ramsay Health Care (RHC) 31:37 – Goodman Group (GMG) 38:47 – James Hardie (JHX) See omnystudio.com/listener for privacy information.

Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed. See omnystudio.com/listener for privacy information.

0:55 – IMF and how the industry evolved 5:35 – Economics of the funding 7:48 – Andrew's background 10:21 – Diversification opportunities 14:08 – Merger with Omni Bridgeway 19:33 –What the business looks like 23:37 – Case selection and scalability 28:00 – Competition 29:58 – Perception and regulation 34:35 – Funds under management 38:09 &n...

The team provides an update on API, asks whether oil is the new coal, and investigates a new stock, Medical Developments. 00:37 Australian Pharmaceutical Industries (API) 14:17 Karoon Energy (KAR) and Woodside Petroleum (WPL) 32:05 Medical Developments International (MVP) See omnystudio.com/listener for privacy information.

Join the team as they discuss highlights from reporting season 2021. In between company talk, we discuss the importance of management haircuts, reading the vibe and Mickey's dog. 01:55 – Altium (ALU) 23:23 – Aussie Broadband (ABL) 40:24 – Commonwealth Bank (CBA) 54:32 – Audinate (AD8) 1:01 – BHP Group (BHP) 1:08 – Australian Ethical (AEF) See omnystudio.com/list...

Join the team as they explain why we're buying two previously lousy businesses and how Credit Corp continues to beat its peers. 03:04 – Lendlease (LLC) 22:02 – Karoon Energy (KAR) 42:21 – Credit Corp (CCP)   See omnystudio.com/listener for privacy information.

Join the team as they discuss the disfunction at Crown, the mispricing in coal and an intriguing idea in Genex. 01:44 – Crown Resorts (CWN) 20:12 – Whitehaven Coal (WHC) 37:21 – Genex Power (GNX) See omnystudio.com/listener for privacy information.

Join the team as they discuss the takeover offer for Sydney Airport, debate over EML and whine about Telstra.  01:20 – Sydney Airport (SYD)  18:34 – Tabcorp (TAH) 22:26 – EML Payments (EML) 43:46 – Telstra (TLS) See omnystudio.com/listener for privacy information.

Join the team as they explain how CSL works, why we sold AMA and discuss the Woolies split. 01:17 – Woolworths (WOW) 20:31 – CSL (CSL) 43:14 – AMA Group (AMA) See omnystudio.com/listener for privacy information.

Join the team as they discuss Tabcorp, revisit gold and lament continued interest in crypto. 00:35 – Tabcorp (TAH) 14:19 – Gold miners and Evolution Mining (EVN) 34:37 – Cryptocurrency madness 40:31 – Vista Group (VGL) See omnystudio.com/listener for privacy information.