Stock Take
by Intelligent Investor
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
Copyright: 2024 Intelligent Investor
Episodes
Stock Take: The Economics of Dating
42m · PublishedNathan 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!
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Stock Take: Return on Equity
39m · PublishedJohn 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!
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Stock Take: The Psychology of Missing Out
36m · PublishedJohn 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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The Telco Files
54m · PublishedJohn 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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Stock Take: Let Them Eat Chocolate
51m · PublishedThis 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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Stock Take – Mountain Culture: Building a business and a brand
38m · PublishedIs 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.
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Stock Take – Lovisa, AGMs and the trouble with shorts
47m · PublishedIn 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.
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Stock Take – Pilbara and Waypoint: The EV Edition
43m · PublishedJoin 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.
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Stock Take – Small caps, Rightmove and TPG
43m · PublishedJoin the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling.
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Stock Take – Appen, turnarounds, Coupang and more
47m · PublishedThe team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.
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Stock Take has 75 episodes in total of non- explicit content. Total playtime is 60:44:24. The language of the podcast is English. This podcast has been added on November 22nd 2022. It might contain more episodes than the ones shown here. It was last updated on May 12th, 2024 08:10.
