Episodes

  • Stock Take: The Economics of Dating
    May 2 2024

    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!

    See omnystudio.com/listener for privacy information.

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    42 mins
  • Stock Take: Return on Equity
    Apr 18 2024

    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!

    See omnystudio.com/listener for privacy information.

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    40 mins
  • Stock Take: The Psychology of Missing Out
    Apr 4 2024

    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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    37 mins
  • The Telco Files
    Mar 21 2024

    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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    55 mins
  • Stock Take: Let Them Eat Chocolate
    Mar 8 2024

    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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    52 mins
  • Stock Take – Mountain Culture: Building a business and a brand
    Dec 14 2023

    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.

    See omnystudio.com/listener for privacy information.

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    39 mins
  • Stock Take – Lovisa, AGMs and the trouble with shorts
    Nov 23 2023

    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.

    See omnystudio.com/listener for privacy information.

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    47 mins
  • Stock Take – Pilbara and Waypoint: The EV Edition
    Nov 8 2023

    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.

    See omnystudio.com/listener for privacy information.

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    43 mins