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Stock Take

Stock Take

Written by: Intelligent Investor
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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: SaaS and Sensibility

    Stock Take: SaaS and Sensibility
    Jul 9 2026

    Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the cracks appearing in the SaaS story, why the market may be overrating ASX software stocks, and where the rare exceptions still lie.

    See omnystudio.com/listener for privacy information.
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    30 mins
  • Stock Take: The Anti-AI Stock

    Stock Take: The Anti-AI Stock
    Jul 23 2026

    Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a construction float that isn't what it looks like, culture as a competitive advantage, and the echoes of 1999 in the AI boom.

    See omnystudio.com/listener for privacy information.
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    36 mins
  • Stock Take: Eight Results That Matter

    Stock Take: Eight Results That Matter
    Aug 6 2026

    Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the eight reporting season results they're watching most closely, and what each one needs to prove.

    See omnystudio.com/listener for privacy information.
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    41 mins
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