Episodios

  • Stock Take: A Whole New World
    Aug 8 2024

    Angus Donohoo and Graham Witcomb join Nick Cummings on this week's episode of Stock Take to discuss investment opportunities during a market downturn, the new world and AI, ResMed, and more!

    See omnystudio.com/listener for privacy information.

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    31 m
  • Stock Take: Nike To Know You
    Jul 25 2024

    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/listener for privacy information.

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    43 m
  • Stock Take: The Grave State of Radiology
    Jul 11 2024

    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 industries.

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    34 m
  • Stock Take: Slimdowns and Meltups
    Jun 27 2024

    This week on Stock Take, Nick Cummings, Graham Witcomb and Angus Donohoo tackle some of the biggest themes in markets: weight loss drugs and artificial intelligence.

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    32 m
  • Stock Take: A Lot to Taco 'Bout
    Jun 13 2024

    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 the microscope.

    See omnystudio.com/listener for privacy information.

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    41 m
  • Stock Take: Red Flags and Stock Valuations
    May 29 2024

    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 complexities of Lifestyle Communities, Gentrack's turnaround, and much more!

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    41 m
  • Stock Take: Perpetual Mayhem
    May 16 2024

    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 more!

    See omnystudio.com/listener for privacy information.

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    43 m
  • 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 m