Season's Savings | ₹5/mo for 3 months

₹199/month after first 3 months. Renews automatically. Terms apply.
Stock Take cover art

Stock Take

Stock Take

Written by: Intelligent Investor
Listen for free

About this listen

Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.

2026 Intelligent Investor Economics
Episodes
  • Stock Take: When Booms Don't Pay

    Stock Take: When Booms Don't Pay
    Oct 29 2026

    Graham Witcomb and Nathan Bell join Gaurav Sodhi on this week's episode of Stock Take to discuss the data centre bust, recent AGMs, and the case for REITs.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    35 mins
  • Stock Take: Lessons From a Failed Float

    Stock Take: Lessons From a Failed Float
    Oct 15 2026

    Graham Witcomb and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss why the Firmus float failed and what it means for the AI boom, plus Dicker Data's latest acquisition and management changes at Lovisa.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    41 mins
  • Stock Take: Is the Economic Model Starting to Crack?

    Stock Take: Is the Economic Model Starting to Crack?
    Oct 1 2026

    Gaurav Sodhi, Nick Cummings and Graham Witcomb examine the mounting pressures on Australia’s economy and what they mean for investors. Plus, they take a closer look at Sonic Healthcare and whether its depressed valuation presents an opportunity.

    See omnystudio.com/listener for privacy information.
    Show More Show Less
    30 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet