Chris Judd's Talk Ya Book
Chris Judd's Talk Ya Book Podcast
Playlist by Chris Judd's Talk Ya BookTalk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea.Follow the podcast:
139 clip(s) in playlist
Sunny Bangia
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 …
21:10
Tom Lambeth
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 rea…
17:06
Jai Mirchandani
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 opportuniti…
20:21
Ryan McMillin
Ryan McMillin from Merkle Tree Capital joined Chris Judd on Talk Ya Book this week. Ryan predicts a further surge in crypto driven by increasing liquidity, strong flows from the BTC ETF's and further real life use cases. He further shares his take on allocating a small portion of your investment po…
18:40
Michael Goldberg
Chris Judd interviews Michael Goldberg from Collins Street Value Fund. Michael discusses his perspective on the oil and gas sector and talks us through his stock pick Carnarvon. He highlights Carnarvon's potential for value growth, particularly due to its Dorado asset, a large offshore oil project.…
17:24
Bob Desmond
This episode Chris Judd talks to Bob Desmond from Claremont Global. Bob talks us through Agilent Technologies, which is considered a solid long-term investment for Claremont Global due to its strong fundamentals, consistent growth, and reasonable valuation. Proudly presented by Honan (www.honan.com…
13:16
Emanuel Datt
This week on Talk Ya Book, Emanuel Datt of Datt Capital shares his perspective on Yancoal (ASX: YAL), an Australian coal mining company. Attractive valuation, high potential dividend yield, and strong cash flow make Yancoal an interesting investment. Proudly presented by Honan (www.honan.com.au).
13:08
Anthony Kavanagh
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.…
20:05
James Williamson
This week's episode features James Williamson, from Wentworth Williamson, offering his insights on Fleetwood, an ASX listed small cap with business units focusing on short term accommodation, modular building and recreational vehicles. James highlights the company's strong financial footing, focus …
12:47
Nick Sladen
On this week's episode of Talk Ya Book Chris Judd is joined by Nick Sladen from LSN Capital Partners. Nick runs us through Equity Trustees (ASX:EQT), an Australian trustee services provider. Nick sees EQT as well-positioned in a fragmented market with high barriers to entry. Strong business fundame…
10:41