John Addis
PersonHeard in 5 episodes across 1 show since Jul 2026
John Addis is the co-founder and former CEO of Intelligent Investor, an Australian value-investing research house and funds management business. He is also a host and non-executive director associated with Intelligent Investor.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 1 |
| Aug 2026 | 2 |
| Sep 2026 | 2 |
| Oct 2026 | 0 |
What John Addis has said on podcasts
6 statements
SEEK’s CEO incorrectly characterized the Growth Fund’s results as healthy.
“The fact that he describes those results as very healthy and they're clearly awful”
Open the episode · Stock Take: The Rant EditionListen at 22:22
Strong organizational culture can outlast conventional competitive advantages.
“I think that culture can be more enduring than maybe a conventional moat if it's done in the right way over a long time”
Open the episode · Stock Take: The Anti-AI StockListen at 15:32
Some software companies currently offer attractive investment prices.
“I think there are some good software companies out there right now, um, and the, the prices are pretty attractive.”
Open the episode · Stock Take: The Anti-AI StockListen at 31:03
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
5 episodes featuring John Addis, newest first
- Sep 17, 2026
Management metrics can hide the real cost of growthStock TakeSep 17, 2026 - Sep 3, 2026
Four results test the value of quality and growthStock TakeSep 3, 2026Guest - Aug 20, 2026
Telstra and SEEK expose the cost of opaque reportingStock TakeAug 20, 2026Guest - Aug 6, 2026
Eight stocks face defining tests this reporting seasonStock TakeAug 6, 2026Guest - Jul 23, 2026
An unconventional builder meets an uncertain AI boomStock TakeJul 23, 2026Guest