Stock Take podcast

Stock Take - Altium, Aussie Broadband, CBA and more

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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.

D'autres épisodes de "Stock Take"

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    Stock Take – Best of the rest

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    The team investigates five of the best quality businesses on the market – that didn't make our Top 10 list. 3:47 – Reece (REH) 10:33 – Tabcorp (TAH) 22:45 – Ramsay Health Care (RHC) 31:37 – Goodman Group (GMG) 38:47 – James Hardie (JHX) See omnystudio.com/listener for privacy information.
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    Stock Take – Farewell, Mickey

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    Join the team as they farewell Mickey, recall lessons learned and discuss how our styles have changed. See omnystudio.com/listener for privacy information.
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  • Stock Take podcast

    Stock Take – CEO Interview – Andrew Saker, Omni Bridgeway

    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

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    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.
  • Stock Take podcast

    Stock Take - Altium, Aussie Broadband, CBA and more

    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.
  • Stock Take podcast

    Stock Take - Lendlease, Karoon Energy and Credit Corp

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  • Stock Take podcast

    Stock Take - Crown, Coal and Genex

    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

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    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

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    Stock Take – Tabcorp, Gold, crypto and more

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