On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large American timberland company, looking to shift its focus towards a potentially very profitable carbon capture and credits model. Proudly presented by Honan (www.honan.com.au).   

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On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large American timberland company, looking to shift its focus towards a potentially very profitable carbon capture and credits model. Proudly presented by Honan (<a href="http://www.honan.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.honan.com.au&amp;source=gmail&amp;ust=1668578883417000&amp;usg=AOvVaw0uHm0yjY4I7L8qiHLd8_F2">www.honan.com.au</a>).   
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Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea. 

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea.&nbsp;

Chris Judd's Talk Ya Book Podcast

Chris Judd's Talk Ya Book

Anthony Doyle

On Talk Ya Book, Romano Sala Tenna (Katana Asset Management) discusses Whitehaven Coal (WHC). He highlights its financial strength, production growth, exposure to rising coal demand, and attractive valuation, but acknowledges potential headwinds from market sentiment and investor bias.

Proudly presented by Honan (www.honan.com.au).

On Talk Ya Book, Romano Sala Tenna (Katana Asset Management) discusses Whitehaven Coal (WHC). He highlights its financial strength, production growth, exposure to rising coal demand, and attractive valuation, but acknowledges potential headwinds from market sentiment and investor bias.
Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Romano Sala Tenna

Sunny Bangia joined Chris Judd on Talk Ya Book today to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia.

Proudly presented by Honan (www.honan.com.au).

Sunny Bangia joined Chris Judd on Talk Ya Book today to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia.
Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Sunny Bangia

Chris Judd speaks with Tom Lambeth of VP Capital about their short position on Temple and Webster (TPW), an Australian online furniture retailer. VP Capital believes TPW's stock price is inflated due to high valuation metrics compared to its growth and business model. The episode dives into the reasoning behind the short position.

Proudly presented by Honan (www.honan.com.au).

Chris Judd speaks with Tom Lambeth of VP Capital about their short position on Temple and Webster (TPW), an Australian online furniture retailer. VP Capital believes TPW's stock price is inflated due to high valuation metrics compared to its growth and business model. The episode dives into the reasoning behind the short position.
Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Anthony Doyle

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