Episodes

  • Stock Take: The Resources Roundup
    Feb 5 2026

    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.

    See omnystudio.com/listener for privacy information.

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    37 mins
  • Stock Take: The Fat Pitch
    Jan 22 2026

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

    See omnystudio.com/listener for privacy information.

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    41 mins
  • Stock Take: A Year in Review
    Dec 11 2025

    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.

    See omnystudio.com/listener for privacy information.

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    48 mins
  • Stock Take: Winners and Warning Bells
    Nov 27 2025

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

    See omnystudio.com/listener for privacy information.

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    38 mins
  • 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.

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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.

    See omnystudio.com/listener for privacy information.

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    36 mins