Stock Take
6 decoded episodes · newest Oct 1, 2026
<p>Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing. </p>
Episodes 6
- Oct 1, 2026 · 30 minAustralia’s growth model faces a test as investors reassess SonicThe episode connects Australia’s productivity, housing and policy challenges to portfolio choices, then tests those concerns against Sonic Healthcare’s investment case.
- Sep 17, 2026 · 30 minManagement metrics can hide the real cost of growthInvestors can misread a business when adjusted measures obscure amortization, depreciation, debt, and the capital required to sustain operations.
- Sep 3, 2026 · 45 minFour results test the value of quality and growthThe panel shows how investors can distinguish genuine operating improvement and durable economics from optimism already reflected in a share price.
- Aug 20, 2026 · 33 minTelstra and SEEK expose the cost of opaque reportingThe discussion argues that weak disclosure can distort investor judgment, while patience and psychological resilience increasingly define the remaining edge.
- Aug 6, 2026 · 41 minEight stocks face defining tests this reporting seasonThe episode identifies the operational milestones, competitive threats and valuation questions that could reshape eight investment cases.
- Jul 23, 2026 · 36 minAn unconventional builder meets an uncertain AI boomThe episode tests whether durable business culture can outweigh a weak conventional moat, then asks how investors should act before AI winners emerge.