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Stock Take

Stock Take

Written by: Intelligent Investor
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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: Why Companies Fail

    Stock Take: Why Companies Fail
    Nov 12 2026

    Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss why companies fail, the risks building in the AI spending boom, and where investors can find relative safety.

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