Episodes

  • Stock Take: Better Call Soul
    Nov 13 2025

    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.

    See omnystudio.com/listener for privacy information.

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    27 mins
  • Stock Take: The Buybacks and Sell Down Edition
    Oct 30 2025

    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.

    See omnystudio.com/listener for privacy information.

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    30 mins
  • Stock Take: The Nuclear Taco Edition
    Oct 16 2025

    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.

    See omnystudio.com/listener for privacy information.

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    28 mins
  • Stock Take: The CEO Edition
    Oct 2 2025

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

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    36 mins
  • Stock Take: Australia's Only Cheap Sector Edition
    Sep 18 2025

    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.

    See omnystudio.com/listener for privacy information.

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    29 mins
  • Stock Take: Winners and Losers of Reporting Season
    Sep 4 2025

    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.

    See omnystudio.com/listener for privacy information.

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    36 mins
  • Stock Take: The Gold and the Beautiful
    Aug 21 2025

    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.

    See omnystudio.com/listener for privacy information.

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    33 mins
  • Stock Take: The Art of Value Investing
    Aug 7 2025

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

    See omnystudio.com/listener for privacy information.

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    35 mins