The Telco Files

John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss return on equity, Woolworths, NextDC, Seven Group, and more!See omnystudio.com/listener for privacy information.

John Addis and Nick Cummings join Gaurav Sodhi on this week's episode of Stock Take to discuss Aussie Broadband, Superloop, Boeing, and the psychology of missing out.See omnystudio.com/listener for privacy information.

John Addis and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take for a deep dive into the telco sector, look back on investment lessons learnt from days past, and share their thoughts on a number of ASX-listed stocks.See omnystudio.com/listener for privacy information.

This week on Stock Take, Gaurav Sodhi confesses his love for Lovisa, Graham Witcomb goes cuckoo for chocolate, and Nick Cummings waves goodbye to his beloved filing cabinet.See omnystudio.com/listener for privacy information.

Is beer a marketing or a beverage business? What's the best startup strategy for a brewer? And how do you make so many flavours with so few ingredients? Gaurav sits down with the founder of his favourite beer, DJ McCready of Mountain Culture, to discuss these questions and more.See omnystudio.com/listener for privacy information.

In our final podcast for 2023 the team discuss the benefits of meeting company boards, give an update of Lovisa and its AGM, and farewell one of their favourite fundies.See omnystudio.com/listener for privacy information.

Join the team as they discuss the lithium bust. Is this the inevitable end to the boom or is now the time to pounce? We look at two stocks caught up in the EV story.See omnystudio.com/listener for privacy information.

Join the team as they discuss a new small cap stock, real estate portals and the fall of a former market darling.See omnystudio.com/listener for privacy information.

The team discuss lessons from Appen, what makes a decent turnaround, and uncovers the Amazon of Korea.See omnystudio.com/listener for privacy information.

Join the team as Graham laments the wreck of Star, Gaurav unleashes on Superloop and Nick explains why Nvidia is the hottest stock in the world.See omnystudio.com/listener for privacy information.