Business

Stock Take

by Intelligent Investor

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Latest episodes

Stock Take: Lessons From a Failed Float

October 15, 2026 · 41 min

Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss why the Firmus float failed and what it means for the AI boom, plus Dicker Data's latest acquisition and management changes at Lovisa. See…
Stock Take: Is the Economic Model Starting to Crack?

October 1, 2026 · 30 min

Gaurav Sodhi, Nick Cummings and Graham Witcomb examine the mounting pressures on Australia’s economy and what they mean for investors. Plus, they take a closer look at Sonic Healthcare and whether its depressed valuation presents an…
Stock Take: Misleading Metrics

September 17, 2026 · 30 min

Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the metrics companies want investors to focus on and the ones they'd rather keep hidden. See omnystudio.com/listener for privacy information.
Stock Take: The Results of the Season

September 3, 2026 · 45 min

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss four standout results from reporting season and why the market shrugged at most of them. See omnystudio.com/listener for privacy information.
Stock Take: The Rant Edition

August 20, 2026 · 33 min

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the reporting habits that drive investors mad. See omnystudio.com/listener for privacy information.

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Stock Take: Eight Results That Matter

August 6, 2026 · 41 min

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the eight reporting season results they're watching most closely, and what each one needs to prove. See omnystudio.com/listener for privacy…
Stock Take: The Anti-AI Stock

July 23, 2026 · 36 min

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a construction float that isn't what it looks like, culture as a competitive advantage, and the echoes of 1999 in the AI boom. See…
Stock Take: SaaS and Sensibility

July 9, 2026 · 30 min

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…
Stock Take: When Fortune Knocks

June 25, 2026 · 41 min

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…
Stock Take: Bubbles, SpaceX and BHP

June 11, 2026 · 34 min

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…
Stock Take: Quality on Sale

May 28, 2026 · 29 min

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…
Stock Take: Strait and Chips

May 14, 2026 · 31 min

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.