Stock Take: SaaS and Sensibility

Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the metrics companies want investors to focus on and the ones they'd rather keep hidden.See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Nick Cummings join John Addis on this week's episode of Stock Take to discuss four standout results from reporting season and why the market shrugged at most of them.See omnystudio.com/listener for privacy information.

Nick Cummings and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the reporting habits that drive investors mad.See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the eight reporting season results they're watching most closely, and what each one needs to prove.See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss a construction float that isn't what it looks like, culture as a competitive advantage, and the echoes of 1999 in the AI boom.See omnystudio.com/listener for privacy information.

Nick Cummings and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take to discuss the cracks appearing in the SaaS story, why the market may be overrating ASX software stocks, and where the rare exceptions still lie.See omnystudio.com/listener for privacy information.

Gaurav Sodhi and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss why the REIT sector has dropped off everyone's radar, how a neglected infrastructure business quietly became a market darling, and what separates the companies that capitalise on good fortune from those that let it slip.See omnystudio.com/listener for privacy information.

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.

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.

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.