Stock Take
<p>Join the analysts at Intelligent Investor as they discuss stock recommendations, current happenings in the market and all things value investing. </p>
5 episodes
Episodes
Stock Take
Management metrics can hide the real cost of growth
Investors can misread a business when adjusted measures obscure amortization, depreciation, debt, and the capital required to sustain operations.
Sep 17, 2026 · 30 min
Stock Take
Four results test the value of quality and growth
The panel shows how investors can distinguish genuine operating improvement and durable economics from optimism already reflected in a share price.
Sep 3, 2026 · 45 min
Stock Take
Telstra and SEEK expose the cost of opaque reporting
The discussion argues that weak disclosure can distort investor judgment, while patience and psychological resilience increasingly define the remaining edge.
Aug 20, 2026 · 33 min
Stock Take
Eight stocks face defining tests this reporting season
The episode identifies the operational milestones, competitive threats and valuation questions that could reshape eight investment cases.
Aug 6, 2026 · 41 min
Stock Take
An unconventional builder meets an uncertain AI boom
The episode tests whether durable business culture can outweigh a weak conventional moat, then asks how investors should act before AI winners emerge.
Jul 23, 2026 · 36 min