Rephonic
Artwork for Stock Take
Guzman Y Gomez
Artificial Intelligence
Boeing
ASX
Telstra
Value Investing
Woolworths
Xero
Wisetech
Lovisa
Stock Market
Resmed
Pilbara Minerals
Pro Medicus
Stock Investing
Nvidia
Mountain Culture
Weight Loss Drugs
Electric Vehicles
Cochlear

Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing.

PublishesTwice monthlyEpisodes100Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Stock Take

Latest Episodes

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss the energy and semiconductor markets.

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YouTube

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.

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YouTube

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.

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YouTube

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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YouTube

Key Facts

Accepts Sponsors
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Recent Guests

Graham Witcomb
Expert in Canadian ice hockey
Vancouver-based analyst
Episode: Stock Take: Cochlear Falls, Braves Rise
Nick Cummings
Baseball expert
Newcastle-based analyst
Episode: Stock Take: Cochlear Falls, Braves Rise
DJ McCready
Founder of Mountain Culture
Mountain Culture
Episode: Stock Take – Mountain Culture: Building a business and a brand

Hosts

John Addis
Founder and long-time host focused on Intelligent Investor content and value investing discussions.
Gaurav Sodhi
Co-host and research lead with expertise in Australian markets and resources, often contributing contrarian or regional insights.
Nick Cummings
Analyst and guest-focused on sports business, energy, and market frameworks; often provides external viewpoints.

Reviews

4.9 out of 5 stars from 59 ratings
  • The must listen stocks podcast

    These guys are spot on most of the time and best of all they also talk about stocks that didn’t go well.

    Apple Podcasts
    5
    Dazza4
    Australia4 years ago
  • Brilliant - great insight

    Gaurav is a legend!

    Apple Podcasts
    5
    Starshipkrupas
    Australia5 years ago
  • My Favourite Podcast

    I’ve been listening to Stock Take from the very first episode many years ago. I find listening to the conversations between the analysts gives me invaluable insights that complement and expand on the formal stock reviews that I read on the Intelligent Investor. My favourite podcast.

    Apple Podcasts
    5
    Venchelo
    Australia5 years ago
  • Quality

    Gaurav made me do it. Epic content but iTunes posting laaaaaaaags the website but weeks or months. View the website for up to date eps.

    Apple Podcasts
    5
    Igwah
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Gaurav is a standout for market insights and clear explanations.
The conversations mix stock ideas with broader market context, useful for guests and sponsors alike.
Deep-dive analysis paired with practical investment takeaways.
Website latency aside, content quality remains high and informative.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Stock Take: Sell off as a Service
Q: Who is the customer? Why is that important?
The type of customer determines switching costs; consumer customers are more easily lost than enterprise or government clients, affecting stability.
Stock Take: Sell off as a Service
Q: Is your software horizontal or vertical? Why is that important?
Vertical software is less likely to be disrupted because it requires more industry-specific knowledge, leading to higher switching costs.
Stock Take: Sell off as a Service
Q: Is the software a platform?
Identifying if the software acts as a platform with third-party interactions is crucial for assessing its resilience against competition.
Stock Take: Sell off as a Service
Q: What does the software do?
Understanding the functionality of the software is essential as it differentiates between critical applications and those that can be easily replaced.
Stock Take: Sell off as a Service
Q: What is the most outstanding result or the worst result you've seen from reporting season so far?
The best result so far is from Car Group which showed significant revenue growth despite prior share price declines.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Stock Take

What is Stock Take about and what kind of topics does it cover?

Stock Take centers on value investing, stock analysis, and macro market dynamics through a team of analysts who frequently dissect company fundamentals, earnings, and market catalysts. Episodes balance deep dives into specific stocks or sectors with broader discussions on market structure, AI disruption, and portfolio strategy, often blending quantitative theses with behavioral insights. A standout is the consistent use of a value-investing lens, rigorous exam of management quality, and practical takeaways for listeners seeking contrarian ideas and risk-aware positioning.

Where can I find podcast stats for Stock Take?

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How many listeners does Stock Take get?

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What are the audience demographics for Stock Take?

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How many subscribers and views does Stock Take have?

To see how many followers or subscribers Stock Take has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Stock Take?

These podcasts share a similar audience with Stock Take:

1. The Call from ausbiz
2. The Rules of Investing
3. Buy Hold Sell, by Livewire Markets
4. Australian Investors Podcast
5. The Money Café with Alan Kohler

How many episodes of Stock Take are there?

Stock Take launched 6 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Stock Take?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Stock Take?

Rephonic pulls ratings and reviews for Stock Take from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Stock Take?

Recent guests on Stock Take include:

1. Graham Witcomb
2. Nick Cummings
3. DJ McCready

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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