John Addis
Person
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.
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
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”
Open the episode · Stock Take: The Anti-AI StockListen at 32:25
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.”
Open the episode · Stock Take: The Anti-AI StockListen at 33:17
Investors should adopt a conservative portfolio stance amid AI uncertainty.
“from a portfolio point of view, you probably need to be quite conservative”
Open the episode · Stock Take: The Anti-AI StockListen at 33:40
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.
5 episodes featuring John Addis
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