Nick Cummings and Angus Donohoo join John Addis on this week's episode of Stock Take, the final of 2024, to talk all things Korea!See omnystudio.com/listener for privacy information.
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39:38
Stock Take: MinResurrection
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss mismanagement to microbes, with Gentrack, Mineral Resources, Lovisa and Biome taking centre stage.See omnystudio.com/listener for privacy information.
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42:41
Stock Take: Stuffed Crust
Angus Donohoo and Graham Witcomb join John Addis on this week’s episode of Stock Take to discuss the profitability shenanigans of Domino's Pizza and SiteMinder, capitalising R&D expenses, using GPUs as collateral, and more!See omnystudio.com/listener for privacy information.
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31:26
Stock Take: The Founder Problem
The team address founders, Cochlear and the value of field trips.See omnystudio.com/listener for privacy information.
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39:24
Stock Take: The AI Bubble
Angus Donohoo and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to shine the spotlight on AI and take a look at the lithium sector.See omnystudio.com/listener for privacy information.
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