Chris Judd's Talk Ya Book Podcast

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). See omnystudio.com/listener for privacy information.

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). See omnystudio.com/listener for privacy information.

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). See omnystudio.com/listener for privacy information.

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 portfolio to cryptocurrencies as a safeguard against monetary inflation. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

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. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

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.au). See omnystudio.com/listener for privacy information.

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). See omnystudio.com/listener for privacy information.

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). See omnystudio.com/listener for privacy information.

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 on attractive markets and positive long-term outlook. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

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 fundamentals, strategic acquisitions, and diverse revenue streams set the stage for continued growth and potential valuation upside. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On this week’s episode of Talk Ya Book, Chris Judd welcomes back resources expert John Forwood, from Lowell Resources Fund. John lends us his insights into exploration company Lefroy Exploration (ASX:LEX) and talks us through the significance of their recent mineral rights acquisition. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On this week's Talk Ya Book, Chris Judd is joined by Jenna Labib from Income Asset Management (IAM). IAM is an ASX listed group that delivers a complete income investment service, including bonds. Jenna talks us through the current economic climate and the bond market, explaining why bonds are a suitable option for investors chasing yield. Proudly presented by Honan Insurance Group (www.honan.com.au). See omnystudio.com/listener for privacy information.

On today's Talk Ya Book, Chirs Judd welcomes back Tom Lambeth from VP Capital. Tom talks us through ASX-listed luxury retail platform, Cettire. Cettire has recently achieved a significant milestone by entering positive EBITDA territory for the first time. Moreover, the company is currently witnessing an impressive surge in top-line growth, solidifying its position as a rising star in the industry. Proudly presented by Honan Insurance (www.honan.com.au). See omnystudio.com/listener for privacy information.

On today's Talk Ya Book, Chris Judd welcomes Aaron McDonald, founder of litigation fund, Hartwell Fund and John Poynton AO CitWA. During the episode they share their insights on the processes, strategies, and financial dynamics that underpin the practice of providing funds for legal cases in exchange for a share of the potential settlement or judgment. Proudly presented by Honan Insurance Group. (www.honan.com.au). See omnystudio.com/listener for privacy information.

This week on Talk Ya Book, Chris Judd welcomes back Scott Rundell, Chief Investment Officer from Mutual Limited. Scott shares his thoughts on Australian interest rates and property, plus US inflation data and nuances for how inflation is measured in different markets. Proudly presented by Honan Insurance (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest Talk Ya Book, Chris Judd welcomes back Andrew Chapman from Merchant Funds Management. Andrew talks us through bio-tech company Inoviq (ASX:IIQ), whose goal is to develop and commercialise a portfolio of diagnostic and exosome-based products for the earlier detection, diagnosis, prognosis and monitoring of cancer and other diseases. Merchant Funds Management specialise in small and micro-cap companies listed on the ASX. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest Talk Ya Book, Chris Judd welcomes back Emanuel Datt from Datt Capital. Emanuel talks us through WA1 Resources, a WA based resource exploration company that specialises in greenfield exploration focusing on future facing metals. Emanuel Datt through his fund Datt Capital is a shareholder of WA1 and believes that even despite its recent, impressive, share price action, it’s still an exciting story that offers compelling value. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest Talk Ya Book, Chris Judd welcomes Nick Sladen from LSN Capital Partners, who've had a strong first 18 months of operation. In this episode Nick shares his bullish thesis for Pacific Smiles, why he likes their growth strategy, how quickly he thinks they can grow and what comes next for the ASX listed dental business. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail Investments. Anthony talks us through international insurance firm Ryan Specialty Holdings. Further discussing why insurance brokers can often do better in the uncertain times we're in. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

On the latest Talk Ya Book, Chris Judd welcomes back Romano Sala Tenna from Katana Asset Management. Romano talks us through gold producer and explorer Regis Resources, and how the company is progressing to become a Tier 1 gold producer with no regulatory risk. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.