Episodi

  • Stock Take: Strait and Chips
    May 14 2026

    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.

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    31 min
  • Stock Take: Cochlear Falls, Braves Rise
    Apr 30 2026

    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.

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    33 min
  • Stock Take: The Eucalypt Stock Edition
    Apr 16 2026

    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.

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    31 min
  • Stock Take: The unreasonable whack job edition
    Apr 1 2026

    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.

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    35 min
  • Stock Take: The Good Oil On Energy
    Mar 19 2026

    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.

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    29 min
  • Stock Take: Time For Action
    Mar 5 2026

    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.

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    35 min
  • Stock Take: Sell off as a Service
    Feb 19 2026

    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.

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    38 min
  • Stock Take: The Resources Roundup
    Feb 5 2026

    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.

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    37 min