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Published by Intelligent Investor
Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.
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The latest episodes published to this podcast’s own RSS feed. Titles and descriptions are the publisher’s.
Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the metrics companies want investors to focus on and the ones they'd rather keep hidden. See omnystudio.com/listener for privacy information.
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss four standout results from reporting season and why the market shrugged at most of them. See omnystudio.com/listener for privacy information.
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the reporting habits that drive investors mad. See omnystudio.com/listener for privacy information.
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.
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.
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.
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss why the REIT sector has dropped off everyone's radar, how a neglected infrastructure business quietly became a market darling, and what separates the companies that capitalise on good fortune from those that let it slip. See omnystudio.com/listener for privacy information.
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the SpaceX IPO, the wider AI float frenzy, and why BHP is suddenly being called Australia's newest AI stock. See omnystudio.com/listener for privacy information.
Nathan Bell and Nick Cummings join Graham Witcomb to explain why the world's best businesses are suddenly on sale, why the most crowded trades are riskier than they look, and why the easy run is over as globalisation goes into reverse. See omnystudio.com/listener for privacy information.
Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the energy and semiconductor markets. See omnystudio.com/listener for privacy information.
Graham Witcomb and Nick Cummings join John Addis on this week's episode of Stock Take to discuss what's going on at Cochlear, and whether the Atlanta Braves are a swing worth taking. See omnystudio.com/listener for privacy information.
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take as they go out on a limb with the Koala IPO and when to bet big. See omnystudio.com/listener for privacy information.
Join John, Graham and Nick as they discuss the opportunities in the sectors unreasonably hit by AI fears, as well as Graham's love for The World Game. See omnystudio.com/listener for privacy information.
Nick Cummings and Gaurav Sodhi join John Addis on this week’s episode of Stock Take to explore the energy sector and unpack the forces driving market volatility. See omnystudio.com/listener for privacy information.
Nathan Bell and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the latest market movements, Woolworths versus CSL, and look at some portfolio changes and opportunities. See omnystudio.com/listener for privacy information.
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss reporting season and the SaaS-pocalypse. See omnystudio.com/listener for privacy information.
Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the resources boom and share their thoughts on some of Australia's highest-quality businesses. See omnystudio.com/listener for privacy information.
Stock Take returns for 2026 as John Addis, Gaurav Sodhi, and Nick Cummings discuss GLP-1s, PWR Holdings, and predictions for the year ahead. See omnystudio.com/listener for privacy information.
Join Gaurav Sodhi, Nathan Bell, Nick Cummings and Graham Witcomb for the final episode of Stock Take for the year, to review the highs and lows of 2025. See omnystudio.com/listener for privacy information.
Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the highs and lows of investing. See omnystudio.com/listener for privacy information.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 20, 2026.
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