Stock Take
Episodes
Stock Take: The unreasonable whack job edition
01 Apr 2026
Contributed by Lukas
Join John, Graham and Nick as they discuss the opportunities in the sectors unreasonably hit by AI fears, as well as Graham's love for The World Game....
Stock Take: The Good Oil On Energy
19 Mar 2026
Contributed by Lukas
Nick Cummings and Gaurav Sodhi join John Addis on this week’s episode of Stock Take to explore the energy sector and unpack the forces driving m...
Stock Take: Time For Action
05 Mar 2026
Contributed by Lukas
Nathan Bell and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the latest market movements, Woolworths versus CSL, and...
Stock Take: Sell off as a Service
19 Feb 2026
Contributed by Lukas
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse.See omnystudio....
Stock Take: The Resources Roundup
05 Feb 2026
Contributed by Lukas
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...
Stock Take: The Fat Pitch
22 Jan 2026
Contributed by Lukas
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 omnyst...
Stock Take: A Year in Review
11 Dec 2025
Contributed by Lukas
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 202...
Stock Take: Winners and Warning Bells
27 Nov 2025
Contributed by Lukas
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/list...
Stock Take: Better Call Soul
13 Nov 2025
Contributed by Lukas
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 omnyst...
Stock Take: The Buybacks and Sell Down Edition
30 Oct 2025
Contributed by Lukas
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...
Stock Take: The Nuclear Taco Edition
16 Oct 2025
Contributed by Lukas
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 Go...
Stock Take: The CEO Edition
02 Oct 2025
Contributed by Lukas
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 in...
Stock Take: Australia's Only Cheap Sector Edition
18 Sep 2025
Contributed by Lukas
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 s...
Stock Take: Winners and Losers of Reporting Season
04 Sep 2025
Contributed by Lukas
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.c...
Stock Take: The Gold and the Beautiful
21 Aug 2025
Contributed by Lukas
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 Grou...
Stock Take: The Art of Value Investing
07 Aug 2025
Contributed by Lukas
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....
Stock Take: Bluechip Blunders
24 Jul 2025
Contributed by Lukas
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to shine the spotlight on Woolworths and BHP.See omnystudio.com/l...
Stock Take: The ARPU Awakening Edition
10 Jul 2025
Contributed by Lukas
This week on Stock Take, Gaurav Sodhi and Graham Witcomb share their thoughts on two stocks: Telstra and Nanosonics.See omnystudio.com/listener for pr...
Stock Take: The Virtue of Valuation
26 Jun 2025
Contributed by Lukas
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the market euphoria, chaos, and valuations.See omnystud...
Stock Take: The Art of the Deal
12 Jun 2025
Contributed by Lukas
Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss the latest local and international market news, art...
Stock Take: Honey, I Shrunk the ASX
29 May 2025
Contributed by Lukas
Graham Witcomb and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the declining state of listed companies, as well as t...
Stock Take: The Flywheel Edition
15 May 2025
Contributed by Lukas
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 unde...
Stock Take: The Retail Edition
01 May 2025
Contributed by Lukas
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 ...
Stock Take: The Chaos Edition
17 Apr 2025
Contributed by Lukas
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 al...
Stock Take: Google's Innovator's Dilemma
03 Apr 2025
Contributed by Lukas
Google takes centre stage in this week's episode of Stock Take, with John Addis, Angus Donohoo and Nick Cummings discussing their recent recommendatio...
Stock Take: Dealing With The Crash
20 Mar 2025
Contributed by Lukas
This week on Stock Take: John Addis, Nick Cummings and Angus Donohoo discuss how to handle share price falls.See omnystudio.com/listener for privacy i...
Stock Take: Cars, Coal & Supermarket Wars
06 Mar 2025
Contributed by Lukas
This week on Stock Take: John Addis, Gaurav Sodhi and Graham Witcomb wrap up reporting season and discuss the automotive industry, coal sector, and su...
Stock Take: A Shell Shocked Reporting Season
20 Feb 2025
Contributed by Lukas
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 s...
Stock Take: A China Gamble
06 Feb 2025
Contributed by Lukas
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 ...
Stock Take: Why Markets Are Flying
23 Jan 2025
Contributed by Lukas
Stock Take returns for 2025 as John Addis, Nick Cummings, and Gaurav Sodhi look at why markets are flying, how to handle dumb money doing well, the ps...
Stock Take: Special K
12 Dec 2024
Contributed by Lukas
Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take, the final of 2024, to talk all things Korea!See omnystudio.com/l...
Stock Take: MinResurrection
28 Nov 2024
Contributed by Lukas
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss mismanagement to microbes, with Gentrack, Mineral Reso...
Stock Take: Stuffed Crust
14 Nov 2024
Contributed by Lukas
Angus Donohoo and Graham Witcomb join John Addis on this week’s episode of Stock Take to discuss the profitability shenanigans of Domino's Pizza and...
Stock Take: The Founder Problem
31 Oct 2024
Contributed by Lukas
The team address founders, Cochlear and the value of field trips.See omnystudio.com/listener for privacy information.
Stock Take: The AI Bubble
17 Oct 2024
Contributed by Lukas
Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to shine the spotlight on AI and take a look at the lithium sec...
Stock Take: Weighing It Up
03 Oct 2024
Contributed by Lukas
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week’s episode of Stock Take to discuss Xero, portfolio allocation, how to boost your retu...
Stock Take: The High-Quality Stock Bubble
19 Sep 2024
Contributed by Lukas
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the high-quality, high-multiple bubble, as well as shr...
Stock Take: MinRes Drops, Rightmove Pops
05 Sep 2024
Contributed by Lukas
Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Mineral Resources, Rightmove, and Tabcorp.See omnys...
Stock Take: Boeing Cracks
22 Aug 2024
Contributed by Lukas
Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take to shine the spotlight on Boeing, Verisign, and the online classi...
Stock Take: A Whole New World
08 Aug 2024
Contributed by Lukas
Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to discuss investment opportunities during a market downturn,...
Stock Take: Nike To Know You
25 Jul 2024
Contributed by Lukas
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to discuss Nike, Woodside and IPD Group.See omnystudio.com/list...
Stock Take: The Grave State of Radiology
11 Jul 2024
Contributed by Lukas
Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to shine the spotlight on the funeral and radiology industrie...
Stock Take: Slimdowns and Meltups
27 Jun 2024
Contributed by Lukas
This week on Stock Take, Nick Cummings, Graham Witcomb and Angus Donohoo tackle some of the biggest themes in markets: weight loss drugs and artificia...
Stock Take: A Lot to Taco 'Bout
13 Jun 2024
Contributed by Lukas
Nick Cummings and Angus Donohoo join Gaurav Sodhi on this week's episode of Stock Take to unwrap the IPO of Guzman y Gomez and put Wesfarmers under th...
Stock Take: Red Flags and Stock Valuations
29 May 2024
Contributed by Lukas
Graham Witcomb and Angus Donohoo join John Addis on this week's episode of Stock Take to discuss the red flags at Nine Entertainment, the financial co...
Stock Take: Perpetual Mayhem
16 May 2024
Contributed by Lukas
Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss what's going on at Perpetual, Johns Lyng, and much m...
Stock Take: The Economics of Dating
02 May 2024
Contributed by Lukas
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 datin...
Stock Take: Return on Equity
18 Apr 2024
Contributed by Lukas
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 ...
Stock Take: The Psychology of Missing Out
04 Apr 2024
Contributed by Lukas
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...
The Telco Files
21 Mar 2024
Contributed by Lukas
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 le...
Stock Take: Let Them Eat Chocolate
08 Mar 2024
Contributed by Lukas
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 ...
Stock Take – Mountain Culture: Building a business and a brand
14 Dec 2023
Contributed by Lukas
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 ingredient...
Stock Take – Lovisa, AGMs and the trouble with shorts
23 Nov 2023
Contributed by Lukas
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...
Stock Take – Pilbara and Waypoint: The EV Edition
08 Nov 2023
Contributed by Lukas
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 i...
Stock Take – Small caps, Rightmove and TPG
25 Oct 2023
Contributed by Lukas
Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling.See omnystudio.com/listener for priva...
Stock Take – Appen, turnarounds, Coupang and more
11 Oct 2023
Contributed by Lukas
The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.See omnystudio.com/listener for privacy informat...
Stock Take – The wreck of Star, the wrath of Gaurav and the wisdom of Nick
27 Sep 2023
Contributed by Lukas
Join the team as Graham laments the wreck of Star, Gaurav unleashes on Superloop and Nick explains why Nvidia is the hottest stock in the world.See om...
Stock Take - Reporting season recap, ResMed and regrets
14 Sep 2023
Contributed by Lukas
Join the team as Graham discusses diet pills, John decides no more regrets and Gaurav dissects lithium. 00:26 - Star Casino & Gas vs Induction 1...
Stock Take - Reporting season roundup
31 Aug 2023
Contributed by Lukas
Join the team to find out why Gaurav loves jewellery, why plumbing in America has Nick worried and why Graham is keen on brain implants.See omnystudio...
Stock Take - The Everyone Loves Raymond edition
17 Aug 2023
Contributed by Lukas
With the team busy with results, John interviews new analyst Raymond Jang, talking Supply Network, JB HiFi and the deprogramming camp new analysts are...
Stock Take - The US AI rally, charismatic CEOs and company visits
02 Aug 2023
Contributed by Lukas
This fortnight, the team discusses why the S&P is looking more like the ASX, the attractions and repulsions of charismatic CEOs and the value or o...
Stock Take - The value of brands, Tabcorp, AMP and small caps are back.
19 Jul 2023
Contributed by Lukas
Join the team (minus Gaurav, plus John) as they ponder the value of brands, including how to build them (ARB) and how to destroy them (Yes, AMP). Plus...
A new iron ore story, the market strikes back and the return of Microsoft
06 Jul 2023
Contributed by Lukas
Join the team as Nathan sums up last year's ASX return; Gaurav tells us why iron ore prices will fall, and Nick tries to convince us of Microsoft's me...
Stock Take – AI, Google’s low multiple, falling share prices and more
23 May 2023
Contributed by Lukas
Join the team for the latest episode of Stock Take where everyone has a go. Nathan laments the situation with small caps, Gaurav's over Omaha and John...
Stock Take – Reporting season February 2023 round-up
16 Mar 2023
Contributed by Lukas
Join the team as Gaurav talks up costume jewelry, Graham gushes over plasma and James delivers a disappointing slice of pizza.See omnystudio.com/liste...
Will AI end search? Credit Corp and reporting season
10 Feb 2023
Contributed by Lukas
Join the team as Graham lays out the case for Credit Corp, Nick outlines the forthcoming reporting season and Gaurav shares his distaste for Microsoft...
Stock Take – Crypto crash and the soft side of analysis
01 Dec 2022
Contributed by Lukas
Was the crypto crash inevitable? Is Tesla the next big stock to implode? Why have we missed the opportunity in Goodman Group … twice? Join the team ...
Stock Take – Small stocks in focus
15 Nov 2022
Contributed by Lukas
Nathan and Gaurav discuss a selection of smaller stocks they are watching, including MA Financial, Karoon Energy, RPM Global, Aussie Broadband and Pin...
Stock Take – ResMed, Lovisa, Altium and BHP
01 Sep 2022
Contributed by Lukas
Join the team as they ask the big questions: why doesn’t ResMed face more competition? What is Altium really up to over the long term? And what can ...
Stock Take – BWX, MoneyMe and Dicker Data
08 Jul 2022
Contributed by Lukas
With BWX and MoneyMe both plunging, what does the share price say about each business? And what do Babar and Dicker Data have in common? Find that out...
Australia’s 10 Best Growth Businesses – Audinate
10 Jun 2022
Contributed by Lukas
Having established Dante as the industry’s de facto standard, Audinate is set to prosper. See omnystudio.com/listener for privacy information.
Australia’s 10 Best Growth Businesses – Breville Group
10 Jun 2022
Contributed by Lukas
This product designer and marketer wants (and is getting) a bigger share of your kitchen benchtop.See omnystudio.com/listener for privacy information.
Australia’s 10 Best Growth Businesses – Domino’s
10 Jun 2022
Contributed by Lukas
Japan hasn’t been the success pandemic-era sales implied but Europe is a bigger opportunity. And the share price has almost halved this year.See omn...
Australia's 10 Best Growth Businesses – Pro Medicus
10 Jun 2022
Contributed by Lukas
This amazing healthcare business has phenomenal financial metrics and a share price to match.See omnystudio.com/listener for privacy information.
Australia's 10 Best Growth Businesses – MA Financial Group
09 Jun 2022
Contributed by Lukas
This business is built for the long term, and in time it could emulate the success of its illustrious and much larger peer.See omnystudio.com/listener...
Australia's 10 Best Growth Businesses – Altium, TechnologyOne, Xero
06 Jun 2022
Contributed by Lukas
Altium is one of Australia’s few platform businesses with a genuinely global opportunity, TechnologyOne occupies an exciting niche with a price to m...
Australia's 10 Best Growth Businesses – PWR Holdings
06 Jun 2022
Contributed by Lukas
A classic owner-manager, a lucrative and growing niche and a brand with a global reputation for excellence. This small but growing business has everyt...
Australia's 10 Best Growth Businesses – Lovisa
06 Jun 2022
Contributed by Lukas
Our first reaction on seeing the numbers from this fast fashion jewellery retailer was to think it a fraud. Instead, it’s one of Australia’s best ...
Stock Take – Managing the fall, REA and Xero
18 May 2022
Contributed by Lukas
Join the team as they discuss how they are managing falling markets, and they discuss two of the best tech business in the land. 01:22 – F...
Stock Take – Technology One, Life360 and Soul Patts
06 Apr 2022
Contributed by Lukas
00:30 – Life360 (360)22:35 – Mining stocks update31:09 – Washington H. Soul Pattinson (SOL)35:31 – Technology One (ONE)See omn...
Stock Take - Reporting season highlights, market falls and pizza
10 Mar 2022
Contributed by Lukas
Join the team as they discuss market falls and share their reporting season highlights. 02:12 – Market movements 5:04 – Ansell (ANN)8...
Stock Take – Why stocks have fallen and what to buy
10 Feb 2022
Contributed by Lukas
Join the team as they reveal the stocks they are most keen to buy.01:18– Market falls21:48 – What's on the watchlist – REA, BRG, CSL...
Stock Take – 2021: The wrap-up
15 Dec 2021
Contributed by Lukas
Crack out the champers and raise a toast to 2021 as the team look back at an extraordinary 18 months and review new additions to our Top 3 for 3 compe...
Stock Take – Best of the rest
01 Dec 2021
Contributed by Lukas
The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list. 3:47 – Reece (REH)10:33 &ndash...
Stock Take – Farewell, Mickey
10 Nov 2021
Contributed by Lukas
Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed.See omnystudio.com/listener for privacy informat...
Stock Take – CEO Interview – Andrew Saker, Omni Bridgeway
29 Sep 2021
Contributed by Lukas
0:55 – IMF and how the industry evolved5:35 – Economics of the funding7:48 – Andrew's background10:21 – Diversification opport...
Stock Take - API, oil stocks and Medical Developments
29 Sep 2021
Contributed by Lukas
The team provides an update on API, asks whether oil is the new coal, and investigates a new stock, Medical Developments. 00:37 Australian Pharmaceuti...
Stock Take - Altium, Aussie Broadband, CBA and more
03 Sep 2021
Contributed by Lukas
Join the team as they discuss highlights from reporting season 2021. In between company talk, we discuss the importance of management haircuts, readin...
Stock Take - Lendlease, Karoon Energy and Credit Corp
06 Aug 2021
Contributed by Lukas
Join the team as they explain why we're buying two previously lousy businesses and how Credit Corp continues to beat its peers. 03:04 – Lendleas...
Stock Take - Crown, Coal and Genex
22 Jul 2021
Contributed by Lukas
Join the team as they discuss the disfunction at Crown, the mispricing in coal and an intriguing idea in Genex. 01:44 – Crown Resorts (CWN)20:12...
Stock Take – Sydney Airport, EML and Telstra
07 Jul 2021
Contributed by Lukas
Join the team as they discuss the takeover offer for Sydney Airport, debate over EML and whine about Telstra. 01:20 – Sydney Airport (SYD)...
Stock Take – CSL, AMA Group and the Woolies split
27 May 2021
Contributed by Lukas
Join the team as they explain how CSL works, why we sold AMA and discuss the Woolies split. 01:17 – Woolworths (WOW)20:31 – CSL (CSL)43:14...
Stock Take – Tabcorp, Gold, crypto and more
06 May 2021
Contributed by Lukas
Join the team as they discuss Tabcorp, revisit gold and lament continued interest in crypto. 00:35 – Tabcorp (TAH)14:19 – Gold miners and ...
Stock Take – Altium, Domino's, BHP and more
04 Mar 2021
Contributed by Lukas
Join the team for their wrap-up of reporting season highlights including BHP, Domino's and Servcorp. 00:38 – Reporting season wrap-up06:33 &ndas...
Stock Take – Travel stocks, mining stocks and Eroad
04 Feb 2021
Contributed by Lukas
Join the team as they explain why they're selling travel stocks, why you should buy miners, and introduce a little known new recommendation. 03:...
Stock Take – Adieu, 2020
17 Dec 2020
Contributed by Lukas
After a momentous year, the team reflect on their hits and misses. They also discuss a few ideas for 2021. 05:18 – Reactions to, and lessons fro...
Stock Take – Omni Bridgeway, Telstra and REA
26 Nov 2020
Contributed by Lukas
The team introduces Omni Bridgeway, explains Telstra’s new split and considers selling Realestate.com.au. 01:18 – Omni Bridgeway (OBL)23:...
Stock Take – the Sell decision and finding ideas
05 Nov 2020
Contributed by Lukas
Join host Nathan Bell as he asks James and Mickey how to get the Sell decision right, whether screening for opportunities works and the different ways...
Stock Take – Gem Capital
27 Oct 2020
Contributed by Lukas
Join Nathan Bell, Portfolio Manager at Intelligent Investor, as he asks Mark Draper and Shannon Corcoran who should seek financial planning advice, ho...
Stock Take – Advanced Nanotek, Aussie Broadband, Newscorp
08 Oct 2020
Contributed by Lukas
Join the team as they introduce two new stocks and revisit an old recommendation. 00:40 – Advance Nanotek (ANO)19:00 – News Corp (NW...