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.
Stock Take: Quality on Sale
28/05/2026 | 29 mins.
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.
Stock Take: Strait and Chips
14/05/2026 | 30 mins.
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.
Stock Take: Cochlear Falls, Braves Rise
30/04/2026 | 32 mins.
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.
Stock Take: The Eucalypt Stock Edition
16/04/2026 | 30 mins.
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.
Australia