What podcasts say about John Addis

Every statement, with the speaker, the exact quote and the moment it was said.

What John Addis has said on podcasts

6 statements · 3 positive · 1 negative · 2 neutral

on SEEK Growth FundNegativeAug 20, 2026· Stock Take
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”
Listen at 22:22
Open the episode · Stock Take: The Rant Edition
on Organizational culturePositiveJul 23, 2026· Stock Take
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”
Listen at 15:32
Open the episode · Stock Take: The Anti-AI Stock
on Software companiesPositiveJul 23, 2026· Stock Take
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.”
Listen at 31:03
Open the episode · Stock Take: The Anti-AI Stock
on Major technological revolutionsNeutralJul 23, 2026· Stock Take
Technological revolutions usually reward downstream users more than initial technology developers.
“the people who make the money out of this are probably not the people who develop the technology in the first place”
Listen at 32:25
Open the episode · Stock Take: The Anti-AI Stock
on AI industry winnersNeutralJul 23, 2026· Stock Take
It is currently too early to identify the eventual winners of AI.
“it's just, it's just too early to know. It's too, too early to pick any winners, I think.”
Listen at 33:17
Open the episode · Stock Take: The Anti-AI Stock
on Investment portfoliosPositiveJul 23, 2026· Stock Take
Investors should adopt a conservative portfolio stance amid AI uncertainty.
“from a portfolio point of view, you probably need to be quite conservative”
Listen at 33:40
Open the episode · Stock Take: The Anti-AI Stock

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.