Intelligent Investor
@value_investing
With more than a 20-year track record of beating the market, Intelligent Investor offers actionable, reliable recommendations on ASX-listed stocks.
Can Telstra really keep raising prices with no backlash? This week on Stock Take, Gaurav Sodhi and Graham Witcomb unpack Telstra’s extraordinary margin expansion, and why they’ve now slapped a sell on the stock. Plus: why the market might be getting carried away with Nanosonics…
Nvidia’s flying, Trump’s talking tariffs, and the RBA held steady. @AlanKohler and @MayneReport break it all down — plus questions on housing, asset allocation, and market highs. 🎧 intelligentinvestor.com.au/investment-new…
Apple built the world’s most iconic product. But can it keep growing? Flatlining revenue. Rising risks. A price tag that assumes the magic isn’t over. We take a closer look at why Apple might be on the turn and why it’s not on our Buy list. 👉 bit.ly/4lvrkDi General…
Markets are at record highs — but are we inflating another bubble? @AlanKohler and @MrJThomson tackle house prices, tax reform, SMSFs, and why no one’s talking about the risk. Plus: AI, AFIC, inheritance taxes and more on The Money Café. 🎧 bit.ly/4eCa3X1
CBA on 30x earnings. Wesfarmers near 40x. What is going on? In this week's episode of Stock Take, the analysts unpack the euphoria, chaos, and momentum fuelling Australia's most expensive stocks — and where the real value lies. 🎧 bit.ly/4emP7mJ
Trump, tax reform, Virgin’s IPO, and Australia’s productivity problem — @AlanKohler and @MayneReport cover it all this week on The Money Café. Listen here: bit.ly/4lksimx
AI, Trump, Chalmers, and chaos in the Middle East — @AlanKohler and @MrJThomson tackle it all on this week’s Money Café, plus questions on housing, super, tax reform, and more. Listen here: bit.ly/4jVZRcN
What makes an acquisition brilliant — or a disaster? In this week's episode of Stock Take, the analysts unpack Aristocrat, Pro Medicus, Eagers, Slater & Gordon, and more. Tune in for lessons on AI, M&A, and the Aussie market. 🎧 bit.ly/3FXbmCQ
Markets hit record highs — but is it all hype? @AlanKohler and @MayneReport break down the rally, Trump’s latest chaos, the housing crisis, Virgin’s IPO, and more on The Money Café. Listen here: bit.ly/44efTdw
Most businesses think they’re using AI. They’re not — not really. @AlanKohler interviews Henry Badgery, former AI engineer turned consultant, on why most companies are misusing ChatGPT — and how to fix it. 🎧 Listen now with your 15-day free trial: bit.ly/4l1o82b…
AI, CBA, China, and super — @AlanKohler and @MrJThomson cover it all on this week’s Money Café. Listen now: bit.ly/4jAB91o
BYD now outsells Tesla 6-to-1 in Australia. And Eagers — the country’s biggest car dealer — just secured another 10-year deal to sell them. Our latest stock review breaks it down. Read it with a 15-day free trial: 🔗 bit.ly/4dL2Jbi #Investing #StockMarket #EVs #ASX…
Honey, I shrunk the ASX. Fewer listed companies. Bigger monopolies. Private equity hoarding the good stuff. John, Graham, and Nick unpack why markets are shrinking — and what it means for investors. Listen in: bit.ly/3HvMxyd #StockTake #ausbiz #investing
Trump’s antics. Super wars. AGM chaos. The fall of Healthscope. And yes… the TACO Trade. Pour a coffee. Hit play. bit.ly/4kj1PVS Featuring @AlanKohler and Stephen Mayne (@MayneReport) #MoneyCafe #ausbiz #investing
US downgraded. Coalition split. Universal currency? @AlanKohler and @MayneReport go wide and deep on this week’s Money Café — plus housing, super, and the Victorian budget. Listen here: bit.ly/4kA9qPC
⏰ Closes today at 5pm AEST Final chance to apply for ASX: IIGF through the secondary offer — at NAV, no brokerage, no spread. Apply now 👉 bit.ly/3FeA7KB General advice only. See the PDS at bit.ly/4kyq6aa
- RBA Rate Cut: The Reserve Bank of Australia (RBA) lowered the official cash rate by 25 basis points to 3.85%. - Inflation and CPI: Inflation has fallen significantly, with annual trimmed mean inflation at 2.9% and headline inflation at 2.4%, both within the target range of…
⏰ Last week to apply for ASX: IIGF through the secondary offer. Closes Friday. Apply for units at NAV — no brokerage, no spread. More info 👉 bit.ly/4doKIze General advice only. See the PDS at bit.ly/432wn84
Why do some companies like Amazon $AMZN and Eagers $AEG keep accelerating while others stall? The answer is in the flywheel. Hear all about it in this week’s episode of Stock Take: The Flywheel Edition with John Addis, Gaurav Sodhi, and Nick Cummings. Listen now:…
Trump, tariffs, and trouble: @AlanKohler and @MrJThomson cover it all this week on The Money Café. Plus, Macquarie vs ASIC, the Libs’ next move, and your questions on housing and super. Listen here: bit.ly/4jYsBmg
