Episodes

  • Stock Take: The Flywheel Edition
    May 15 2025

    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.

    See omnystudio.com/listener for privacy information.

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    39 mins
  • Stock Take: The Retail Edition
    May 1 2025

    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.

    See omnystudio.com/listener for privacy information.

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    39 mins
  • Stock Take: The Chaos Edition
    Apr 17 2025

    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.

    See omnystudio.com/listener for privacy information.

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    29 mins
  • Stock Take: Google's Innovator's Dilemma
    Apr 3 2025

    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.

    See omnystudio.com/listener for privacy information.

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    33 mins
  • Stock Take: Dealing With The Crash
    Mar 20 2025

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

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    30 mins
  • Stock Take: Cars, Coal & Supermarket Wars
    Mar 6 2025

    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.

    See omnystudio.com/listener for privacy information.

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    35 mins
  • Stock Take: A Shell Shocked Reporting Season
    Feb 20 2025

    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.

    See omnystudio.com/listener for privacy information.

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    39 mins
  • Stock Take: A China Gamble
    Feb 6 2025

    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.

    See omnystudio.com/listener for privacy information.

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    33 mins