This week's episode of Talk Ya Book features Anthony Kavanagh from Chester Asset Management. Anthony shares his insights on global games company Light & Wonder (ASX: LNW), citing their US growth potential, focus on innovation, and strategic market share gains. Proudly presented by Honan (www.honan.com.au).

This week's episode of Talk Ya Book features Anthony Kavanagh from Chester Asset Management. Anthony shares his insights on global games company Light &amp; Wonder (ASX: LNW), citing their US growth potential, focus on innovation, and strategic market share gains. Proudly presented by Honan (www.honan.com.au).

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 Kavanagh

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>).

Tom Lambeth

This episode of Talk Ya Book features Jai Mirchandani from ELM Responsible Investments. Jai explores Tesla's potential as a long-term investment and its ability to disrupt the car industry. He focuses on Tesla's self-driving technology and the leadership of Elon Musk, analysing both the opportunities and challenges they present. Proudly presented by Honan (www.honan.com.au).

This episode of Talk Ya Book features Jai Mirchandani from ELM Responsible Investments. Jai explores Tesla's potential as a long-term investment and its ability to disrupt the car industry. He focuses on Tesla's self-driving technology and the leadership of Elon Musk, analysing both the opportunities and challenges they present. Proudly presented by Honan (www.honan.com.au).

Anthony Kavanagh

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