Stock Take

Stock Take: Time For Action

Thu, 05 Mar 2026 22:25:00 +0000

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.

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Stock Take: Sell off as a Service

Thu, 19 Feb 2026 22:25:00 +0000

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse.

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Stock Take: The Resources Roundup

Thu, 05 Feb 2026 22:25:00 +0000

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.

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Stock Take: The Fat Pitch

Thu, 22 Jan 2026 22:25:00 +0000

Stock Take returns for 2026 as John Addis, Gaurav Sodhi, and Nick Cummings discuss GLP-1s, PWR Holdings, and predictions for the year ahead.

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Stock Take: A Year in Review

Thu, 11 Dec 2025 22:25:00 +0000

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.

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Stock Take: Winners and Warning Bells

Thu, 27 Nov 2025 22:25:00 +0000

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the highs and lows of investing.

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Stock Take: Better Call Soul

Thu, 13 Nov 2025 22:25:00 +0000

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.

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Stock Take: The Buybacks and Sell Down Edition

Thu, 30 Oct 2025 22:25:00 +0000

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.

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Stock Take: The Nuclear Taco Edition

Thu, 16 Oct 2025 22:25:00 +0000

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.

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Stock Take: The CEO Edition

Thu, 02 Oct 2025 23:25:00 +0000

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss CEO tenure.

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Stock Take: Australia's Only Cheap Sector Edition

Thu, 18 Sep 2025 23:25:00 +0000

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.

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Stock Take: Winners and Losers of Reporting Season

Thu, 04 Sep 2025 23:25:00 +0000

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.

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Stock Take: The Gold and the Beautiful

Thu, 21 Aug 2025 23:25:00 +0000

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.

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Stock Take: The Art of Value Investing

Thu, 07 Aug 2025 23:25:00 +0000

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the philosophy behind value investing.

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Stock Take: Bluechip Blunders

Thu, 24 Jul 2025 23:25:00 +0000

Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP.

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Stock Take: The ARPU Awakening Edition

Thu, 10 Jul 2025 23:25:00 +0000

This week on Stock Take, Gaurav Sodhi and Graham Witcomb share their thoughts on two stocks: Telstra and Nanosonics.

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Stock Take: The Virtue of Valuation

Thu, 26 Jun 2025 23:25:00 +0000

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the market euphoria, chaos, and valuations.

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Stock Take: The Art of the Deal

Thu, 12 Jun 2025 23:25:00 +0000

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!

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Stock Take: Honey, I Shrunk the ASX

Thu, 29 May 2025 23:25:00 +0000

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.

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Stock Take: The Flywheel Edition

Thu, 15 May 2025 23:25:00 +0000

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.

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Stock Take: The Retail Edition

Thu, 01 May 2025 23:25:00 +0000

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.

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Stock Take: The Chaos Edition

Thu, 17 Apr 2025 23:25:00 +0000

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.

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Stock Take: Google's Innovator's Dilemma

Thu, 03 Apr 2025 22:25:00 +0000

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.

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Stock Take: Dealing With The Crash

Thu, 20 Mar 2025 22:25:00 +0000

This week on Stock Take: John Addis, Nick Cummings and Angus Donohoo discuss how to handle share price falls.

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Stock Take: Cars, Coal & Supermarket Wars

Thu, 06 Mar 2025 22:25:00 +0000

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.

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Stock Take: A Shell Shocked Reporting Season

Thu, 20 Feb 2025 22:25:00 +0000

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.

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Stock Take: A China Gamble

Thu, 06 Feb 2025 22:25:00 +0000

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.

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Stock Take: Why Markets Are Flying

Thu, 23 Jan 2025 22:30:00 +0000

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!

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Stock Take: Special K

Thu, 12 Dec 2024 22:25:00 +0000

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!

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Stock Take: MinResurrection

Thu, 28 Nov 2024 22:25:00 +0000

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.

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Stock Take: Stuffed Crust

Thu, 14 Nov 2024 22:25:17 +0000

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!

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Stock Take: The Founder Problem

Thu, 31 Oct 2024 22:25:00 +0000

The team address founders, Cochlear and the value of field trips.

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Stock Take: The AI Bubble

Thu, 17 Oct 2024 22:25:00 +0000

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.

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Stock Take: Weighing It Up

Thu, 03 Oct 2024 23:25:00 +0000

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!

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Stock Take: The High-Quality Stock Bubble

Thu, 19 Sep 2024 23:25:00 +0000

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!

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Stock Take: MinRes Drops, Rightmove Pops

Thu, 05 Sep 2024 23:25:00 +0000

Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Mineral Resources, Rightmove, and Tabcorp.

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Stock Take: Boeing Cracks

Thu, 22 Aug 2024 23:25:00 +0000

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.

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Stock Take: A Whole New World

Thu, 08 Aug 2024 23:22:29 +0000

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!

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Stock Take: Nike To Know You

Thu, 25 Jul 2024 23:25:00 +0000

Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss Nike, Woodside and IPD Group.

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Stock Take: The Grave State of Radiology

Thu, 11 Jul 2024 23:20:00 +0000

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.

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Stock Take: Slimdowns and Meltups

Thu, 27 Jun 2024 23:10:00 +0000

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.

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Stock Take: A Lot to Taco 'Bout

Thu, 13 Jun 2024 23:25:22 +0000

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.

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Stock Take: Red Flags and Stock Valuations

Wed, 29 May 2024 23:00:00 +0000

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!

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Stock Take: Perpetual Mayhem

Thu, 16 May 2024 23:15:00 +0000

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!

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Stock Take: The Economics of Dating

Thu, 02 May 2024 23:00:00 +0000

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!

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Stock Take: Return on Equity

Thu, 18 Apr 2024 23:00:00 +0000

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!

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Stock Take: The Psychology of Missing Out

Thu, 04 Apr 2024 22:25:00 +0000

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.

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The Telco Files

Thu, 21 Mar 2024 22:25:00 +0000

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.

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Stock Take: Let Them Eat Chocolate

Fri, 08 Mar 2024 00:00:00 +0000

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.

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Stock Take – Mountain Culture: Building a business and a brand

Thu, 14 Dec 2023 03:04:43 +0000

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.

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Stock Take – Lovisa, AGMs and the trouble with shorts

Thu, 23 Nov 2023 10:11:34 +0000

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.

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Stock Take – Pilbara and Waypoint: The EV Edition

Wed, 08 Nov 2023 22:40:06 +0000

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.

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Stock Take – Small caps, Rightmove and TPG

Wed, 25 Oct 2023 06:17:33 +0000

Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling.

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Stock Take – Appen, turnarounds, Coupang and more

Wed, 11 Oct 2023 06:23:43 +0000

The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.

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Stock Take – The wreck of Star, the wrath of Gaurav and the wisdom of Nick

Wed, 27 Sep 2023 13:22:24 +0000

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.

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Stock Take - Reporting season recap, ResMed and regrets

Thu, 14 Sep 2023 01:41:57 +0000

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)

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Stock Take - Reporting season roundup

Thu, 31 Aug 2023 06:01:10 +0000

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.

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Stock Take - The Everyone Loves Raymond edition

Thu, 17 Aug 2023 22:55:09 +0000

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.

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Stock Take - The US AI rally, charismatic CEOs and company visits

Wed, 02 Aug 2023 05:04:55 +0000

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.

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Stock Take - The value of brands, Tabcorp, AMP and small caps are back.

Wed, 19 Jul 2023 06:54:49 +0000

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.

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A new iron ore story, the market strikes back and the return of Microsoft

Thu, 06 Jul 2023 04:55:40 +0000

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.

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Stock Take – AI, Google’s low multiple, falling share prices and more

Tue, 23 May 2023 05:46:31 +0000

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!

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Stock Take – Reporting season February 2023 round-up

Thu, 16 Mar 2023 02:01:51 +0000

Join the team as Gaurav talks up costume jewelry, Graham gushes over plasma and James delivers a disappointing slice of pizza.

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Will AI end search? Credit Corp and reporting season

Fri, 10 Feb 2023 15:44:00 +0000

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.

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Stock Take – Crypto crash and the soft side of analysis

Thu, 01 Dec 2022 04:59:05 +0000

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.

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Stock Take – Small stocks in focus

Tue, 15 Nov 2022 08:07:21 +0000

Nathan and Gaurav discuss a selection of smaller stocks they are watching, including MA Financial, Karoon Energy, RPM Global, Aussie Broadband and Pinnacle.

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Stock Take – ResMed, Lovisa, Altium and BHP

Thu, 01 Sep 2022 07:16:20 +0000

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?

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Stock Take – BWX, MoneyMe and Dicker Data

Fri, 08 Jul 2022 09:28:32 +0000

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.

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Australia’s 10 Best Growth Businesses – Audinate

Fri, 10 Jun 2022 17:29:06 +0000

Having established Dante as the industry’s de facto standard, Audinate is set to prosper.

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Australia’s 10 Best Growth Businesses – Breville Group

Fri, 10 Jun 2022 17:28:14 +0000

This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop.

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Australia’s 10 Best Growth Businesses – Domino’s

Fri, 10 Jun 2022 17:27:29 +0000

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.

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Australia's 10 Best Growth Businesses – Pro Medicus

Fri, 10 Jun 2022 17:24:58 +0000

This amazing healthcare business has phenomenal financial metrics and a share price to match.

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Australia's 10 Best Growth Businesses – MA Financial Group

Thu, 09 Jun 2022 07:09:27 +0000

This business is built for the long term, and in time it could emulate the success of its illustrious and much larger peer.

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Australia's 10 Best Growth Businesses – Altium, TechnologyOne, Xero

Mon, 06 Jun 2022 14:59:43 +0000

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.

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Australia's 10 Best Growth Businesses – PWR Holdings

Mon, 06 Jun 2022 14:53:46 +0000

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).

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Australia's 10 Best Growth Businesses – Lovisa

Mon, 06 Jun 2022 14:52:14 +0000

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.

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Stock Take – Managing the fall, REA and Xero

Wed, 18 May 2022 23:45:10 +0000

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)

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Stock Take – Technology One, Life360 and Soul Patts

Wed, 06 Apr 2022 05:54:00 +0000

00:30 – Life360 (360)
22:35 – Mining stocks update
31:09 – Washington H. Soul Pattinson (SOL)
35:31 – Technology One (ONE)

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Stock Take - Reporting season highlights, market falls and pizza

Thu, 10 Mar 2022 07:13:41 +0000

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 (LOV)

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Stock Take – Why stocks have fallen and what to buy

Thu, 10 Feb 2022 06:31:00 +0000

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

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Stock Take – 2021: The wrap-up

Wed, 15 Dec 2021 05:18:00 +0000

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

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Stock Take – Best of the rest

Wed, 01 Dec 2021 04:21:00 +0000

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)

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Stock Take – Farewell, Mickey

Wed, 10 Nov 2021 05:45:43 +0000

Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed.

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Stock Take – CEO Interview – Andrew Saker, Omni Bridgeway

Wed, 29 Sep 2021 09:43:00 +0000

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 – M&A opportunities
40:07 – Accounting
45:29 – Business outlook

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Stock Take - API, oil stocks and Medical Developments

Wed, 29 Sep 2021 07:09:00 +0000

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)

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Stock Take - Altium, Aussie Broadband, CBA and more

Fri, 03 Sep 2021 08:07:49 +0000

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)

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Stock Take - Lendlease, Karoon Energy and Credit Corp

Fri, 06 Aug 2021 05:22:35 +0000

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)

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Stock Take - Crown, Coal and Genex

Thu, 22 Jul 2021 05:40:00 +0000

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)

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Stock Take – Sydney Airport, EML and Telstra

Wed, 07 Jul 2021 05:16:32 +0000

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)

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Stock Take – CSL, AMA Group and the Woolies split

Thu, 27 May 2021 05:31:56 +0000

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)

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Stock Take – Tabcorp, Gold, crypto and more

Thu, 06 May 2021 05:40:46 +0000

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)

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

Thu, 04 Mar 2021 04:27:27 +0000

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)

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Stock Take – Travel stocks, mining stocks and Eroad

Thu, 04 Feb 2021 04:10:16 +0000

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

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Stock Take – Adieu, 2020

Thu, 17 Dec 2020 04:47:00 +0000

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

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Stock Take – Omni Bridgeway, Telstra and REA

Thu, 26 Nov 2020 04:06:00 +0000

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)

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Stock Take – the Sell decision and finding ideas

Thu, 05 Nov 2020 03:34:00 +0000

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

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Stock Take – Gem Capital

Tue, 27 Oct 2020 04:49:25 +0000

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.

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Stock Take – Advanced Nanotek, Aussie Broadband, Newscorp

Thu, 08 Oct 2020 05:06:47 +0000

Join the team as they introduce two new stocks and revisit an old recommendation.

00:40 – Advance Nanotek (ANO)
19:00 – News Corp (NWS)
37:17 – Aussie Broadband (ABB)

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Stock Take – Afterpay, Zoono and Infratil

Thu, 24 Sep 2020 04:13:56 +0000

Join the team as they dissect Infratil, introduce Zoono and discuss the hottest stock on the market, Afterpay.

01:06 – Infratil (IFT)
20:10 – Zoono (ZNO)
40:07 – Afterpay (APT)

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Stock Take – Reporting season wrap, Vista Group and Flight Centre

Thu, 10 Sep 2020 06:47:26 +0000

Join the team as they wrap up a tough reporting season, introduce Vista Group and revisit Flight Centre.

01:09 – Reporting season wrap-up
13:23 – Vista Group (VGL)
29:30 – Flight Centre (FLT)

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