Stock Take: The Telco Files John Addis and Graham Witcomb join Gaurav Sodhi on this week's episode of Stock Take for a deep dive into the telco sector, look back on investment lessons learnt from days past, and share their thoughts on a number of ASX-listed stocks. Intelligent Investor 22 Mar 2024 ·
Sonic Healthcare boosts Swiss presence A small acquisition won't move the needle, but it speaks to management's sense. Graham Witcomb 21 Mar 2024 ·
Why storage REITs are the market's quiet achievers Storage King and National Storage don't get much press, but there's charm in simplicity. Graham Witcomb 21 Mar 2024 ·
How a broken culture grounded Boeing Two decades of financialisation bred disaster, and nothing suggests this will change. Nick Cummings 20 Mar 2024 ·
Woodside: Big spender Prepare for a period of big spending and poor free cash flows. Gaurav Sodhi 19 Mar 2024 ·
Slashing the best flower in the garden - Pt 1 Wipeouts hurt but there is an investment mistake more painful and more costly than a 100% loss. John Addis 18 Mar 2024 ·
Aussie Broadband loses Origin A big contract loss creates a panic. Is it warranted? Gaurav Sodhi 15 Mar 2024 ·
Outrage Friday: The Woke Hitler edition Lend Lease has a lend, Dubber flubs 26 mil, dodgy AI and the passive/aggressive OG. John Addis 15 Mar 2024 ·
Tabcorp's chief steps down Foul language has cost Tabcorp's new chief executive his job. Graham Witcomb 15 Mar 2024 ·
Jumbo Interactive: Interim result 2024 As price increases kick in, the only thing holding Jumbo back is that one pesky supplier. Graham Witcomb 14 Mar 2024 ·
Select Value Share Fund update - February 2024 Portfolio Manager Nathan Bell discusses the Fund's monthly performance for February. Nathan Bell 13 Mar 2024