Stock Take

36 épisodes

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  Stock Take – CEO Interview – Andrew Saker, Omni Bridgeway

  29/09/2021

  48:03

  0:55 – IMF and how the industry evolved 5:35 – Economics of the funding 7:48 – Andrew's background 10:21 – Diversification opportunities 14:08 – Merger with Omni Bridgeway 19:33 –What the business looks like 23:37 – Case selection and scalability 28:00 – Competition 29:58 – Perception and regulation 34:35 – Funds under management 38:09 –  M&A opportunities 40:07 –  Accounting 45:29 – Business outlook      See omnystudio.com/listener for privacy information.
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  Stock Take - API, oil stocks and Medical Developments

  29/09/2021

  59:30

  The team provides an update on API, asks whether oil is the new coal, and investigates a new stock, Medical Developments. 00:37 Australian Pharmaceutical Industries (API) 14:17 Karoon Energy (KAR) and Woodside Petroleum (WPL) 32:05 Medical Developments International (MVP) See omnystudio.com/listener for privacy information.
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  Stock Take - Altium, Aussie Broadband, CBA and more

  03/09/2021

  1:19:56

  Join the team as they discuss highlights from reporting season 2021. In between company talk, we discuss the importance of management haircuts, reading the vibe and Mickey's dog. 01:55 – Altium (ALU) 23:23 – Aussie Broadband (ABL) 40:24 – Commonwealth Bank (CBA) 54:32 – Audinate (AD8) 1:01 – BHP Group (BHP) 1:08 – Australian Ethical (AEF) See omnystudio.com/listener for privacy information.
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  Stock Take - Lendlease, Karoon Energy and Credit Corp

  06/08/2021

  1:02:25

  Join the team as they explain why we're buying two previously lousy businesses and how Credit Corp continues to beat its peers. 03:04 – Lendlease (LLC) 22:02 – Karoon Energy (KAR) 42:21 – Credit Corp (CCP)   See omnystudio.com/listener for privacy information.
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  Stock Take - Crown, Coal and Genex

  22/07/2021

  53:05

  Join the team as they discuss the disfunction at Crown, the mispricing in coal and an intriguing idea in Genex. 01:44 – Crown Resorts (CWN) 20:12 – Whitehaven Coal (WHC) 37:21 – Genex Power (GNX) See omnystudio.com/listener for privacy information.
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  Stock Take – Sydney Airport, EML and Telstra

  07/07/2021

  59:28

  Join the team as they discuss the takeover offer for Sydney Airport, debate over EML and whine about Telstra.  01:20 – Sydney Airport (SYD)  18:34 – Tabcorp (TAH) 22:26 – EML Payments (EML) 43:46 – Telstra (TLS) See omnystudio.com/listener for privacy information.
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  Stock Take – CSL, AMA Group and the Woolies split

  27/05/2021

  56:37

  Join the team as they explain how CSL works, why we sold AMA and discuss the Woolies split. 01:17 – Woolworths (WOW) 20:31 – CSL (CSL) 43:14 – AMA Group (AMA) See omnystudio.com/listener for privacy information.
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  Stock Take – Tabcorp, Gold, crypto and more

  06/05/2021

  54:31

  Join the team as they discuss Tabcorp, revisit gold and lament continued interest in crypto. 00:35 – Tabcorp (TAH) 14:19 – Gold miners and Evolution Mining (EVN) 34:37 – Cryptocurrency madness 40:31 – Vista Group (VGL) See omnystudio.com/listener for privacy information.
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  Stock Take – Altium, Domino's, BHP and more

  04/03/2021

  1:11:57

  Join the team for their wrap-up of reporting season highlights including BHP, Domino's and Servcorp. 00:38 – Reporting season wrap-up 06:33 – Domino's (DMP) 17:53 – Servcorp (SRV) 28:46 – BHP Group (BHP) 38:54 – Altium (ALU) 49:58 – Omni Bridgeway (OBL) 58:40 – Aussie Broadband (ABB) See omnystudio.com/listener for privacy information.
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  Stock Take – Travel stocks, mining stocks and Eroad

  04/02/2021

  45:57

  Join the team as they explain why they're selling travel stocks, why you should buy miners, and introduce a little known new recommendation.  03:41 – Flight Centre (FLT) and Webjet (WEB) downgrade 20:54 – Eroad (ERD) 40:37 – Resources portfolio update See omnystudio.com/listener for privacy information.