PODCAST · business
Chris Judd's Talk Ya Book Podcast
by Chris Judd's Talk Ya Book
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.
Episodes
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John Van Der Wielen
On today's Talk Ya Book, John Van Der Wielen discusses Orthocell, a medical device company. With substantial global market potential, especially in the U.S., Orthocell's innovative nerve repair solution offers hope for patients. The company's strong leadership and strategic focus position it well...
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Emanuel Datt
Emanuel Datt highlights Predictive Discovery (PDI) as a promising gold stock. PDI's Guinea project boasts over 5 million ounces of resources and a strong financial profile. The current favourable gold market, coupled with upcoming milestones like the definitive feasibility study and exploitation...
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Luke Laretive
Luke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the growing demand for lithium. The company's recent performance and promising…
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Adam Saunders
Adam Saunders from NGE Capital talks us through Pioneer Credit, an ASX listed debt recovery specialist. Pioneer Credit focuses on acquiring and managing overdue retail debt. Despite challenges in the industry due to increased regulation and competition, Pioneer Credit is well-positioned for…
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Tom Waterhouse
On today's Talk Ya Book, Chris Judd talks to Tom Waterhouse, a seasoned entrepreneur and investor in the gambling industry. Tom shares insights into his investment strategy at Waterhouse VC, focusing on technology suppliers in the gambling sector. He discusses the potential for growth in racing…
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Tom Lambeth
In this episode of Talk Ya Book, Chris Judd talks with Tom Lambeth from VP Capital about Aristocrat Leisure, a leading gaming company. Lambeth discusses Aristocrat's core business in pokies machines and its recent expansion into digital gaming. He highlights the company's strong growth potential…
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Andrew Brown
On today’s Talk Ya Book, Chris Judd talks with Andrew Brown from East 72 about French conglomerate Bolloré. With a major stake in Universal Music Group and a strong financial position, Bolloré is an intriguing investment. Its complex ownership structure and history of successful deals add a layer...
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Harley Grosser
Harley Grosser from HD Capital Partners discusses the investment potential of Airtasker. He highlights the company's strong performance in its home market of Australia while outlining its ambitious expansion plans for the UK and US. Grosser also emphasises Airtasker's strategic cost-cutting...
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Nick Sladen
Nick Sladen of LSN Capital Partners points to Coventry Group (CVY) as a compelling opportunity. This small industrial distributor (fasteners, fluids) boasts a low P/E ratio of 10 and impressive growth potential, with earnings expected to surge 80% by FY25. Sladen attributes this optimism to CVY's...
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John Forwood
Lowell Resources Fund's John Forwood joins Chris Judd on Talk Ya Book to discuss the undervalued junior resources sector. Forwood highlights Southern Palladium as a promising early-stage company focused on palladium, a metal with applications in cars and potentially future hydrogen technology....
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Jun Bei Liu
This episode of Talk Ya Book features Jun Bei Liu from Tribeca Investment Partners. She dives into Life360, a company offering tracking devices for families and individuals. Jun sees Life360 as a golden opportunity due to its massive, yet under-monetised user base, along with a highly scalable...
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Jack Trengove
Jack Trengove of Lanyon Asset Management identifies Fraport (FRA) as a promising long-term investment. He sees significant potential for growth based on the company's projected earnings increase and its current undervalued stock price. Additionally, Trengove believes Fraport's strong business…
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Hashan De Silva
Hashan De Silva from KP Rx Opportunities Fund talks us through CurveBeam AI on Talk Ya Book. He highlights their advanced scanners, AI based innovation and distribution partnership with Stryker, a major player in orthopaedics, as positive aspects. However, he also acknowledged ongoing challenges...
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Romano Sala Tenna
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...
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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...
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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...
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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...
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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...
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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…
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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...
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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...
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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…
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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...
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John Forwood
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...
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Talk Ya Book - Jenna Labib
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...
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Tom Lambeth
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...
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Aaron McDonald and John Poynton
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...
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Scott Rundell
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...
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Andrew Chapman
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,...
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Emanuel Datt
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...
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Nick Sladen
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…
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Anthony Doyle
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...
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Romano Sala Tenna
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...
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Jun Bei Liu
On the latest Talk Ya Book, Chris Judd welcomes back Jun Bei Luu from Tribeca Investment Partners. Jun talks us through A2 Milk (ASX:A2M) and how China’s border re-opening is boosting the company’s prospects, and what it could do with lots of cash on the books. Proudly presented by Honan...
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Dean Serroni
On the latest Talk Ya Book, Chris Judd welcomes Dean Serroni from Merkle Tree Capital. Dean discusses the Ethereum Network’s recent update, also known as the Shanghai Upgrade, why it's an important event for those in the crypto community and what some of the challenges will be going forward....
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Scott Rundell
On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited. Scott discusses the state of the banking system amid the recent turmoil, why the gold price has been moving strongly in an upward trajectory and whether the US Dollar can remain a global reserve currency....
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Nick Quinn
On the latest episode of Talk Ya Book, Chris Judd welcomes back Nick Quinn from Spatium Capital. Nick shares his insights on the current volatile market and why it's a good time for investors with shorter term investment time frames. He then talks us through three stocks he sees interesting set…
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Michael Goldberg
On the latest episode of Talk Ya Book, Chris Judd welcomes back Michael Goldberg from Collins St Value Fund. Michael talks us through the banking crisis sweeping the world and why gold explorer ASX:BC8 could be one to follow closely. Proudly presented by Honan Insurance (www.honan.com.au). Data...
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David Williams
On the latest episode of Talk Ya Book, Chris Judd welcomes back David Williams from Kidder Williams. David talks us through real estate agent rating platform ASX:RMY and why it could be one to watch as it expands internationally. Proudly presented by Honan (www.honan.com.au). Data visualisation...
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John Forwood
On the latest episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Fund. John talks us through the helium market and why it's a commodity to watch out for. We look at his stock pick, Blue Star Helium (ASX:BNL), which he believes holds solid prospects and growth....
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Brad King
On the first episode of Talk Ya Book for 2023, Chris Judd welcomes back Brad King from Armytage Private. Brad walks us though an exciting and under the radar commodity - Tin - and a small cap company he thinks is well placed to take advantage of the forecasted structural supply deficit. Proudly...
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Angelo Del Borrello
On the latest episode of Talk Ya Book, Chris Judd welcomes Angelo Del Borrello from Acure Asset Management. Angelo discusses why the retail and commercial property markets could be rising post pandemic and what his outlook is for 2023 for the broader commercial property market. Proudly presented…
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Talk Ya Book | Rob Tucker
On the latest episode of Talk Ya Book, Chris Judd welcomes Rob Tucker from Chester Asset Management. Rob walks us through a fall from grace milk producer, Synlait Milk (ASX: SM1), which he believes holds solid prospects for a strong recovery and near term transformational growth. Proudly…
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Ryan McMillan
On the latest episode of Talk Ya Book, Chris Judd welcomes Ryan McMillan from Merkle Tree. Ryan talks us through the recent developments in the FTX crypto scandal, the ‘crypto winter’ and the future of Bitcoin. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy...
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Aaron Yeoh
On the latest episode of Talk Ya Book, Chris Judd welcomes Aaron Yeoh from OC Funds Management. Aaron walks us through a business he believes uniquely performs well during any stage of the cycle, integrated building services company specialising in insurance claims, Johns Lyng Group (ASX: JLG)....
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Anthony Doyle
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...
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Joseph Constable
On this week’s episode of Talk Ya Book, Chris Judd welcomes Joseph Constable from Hancock & Gore. Joseph’s strategy is highly concentrated and active, walking us through one of his favourite picks in Po Valley Energy (ASX: PVE), looking to take advantage of Europe’s push away from over-reliance…
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John Forwood
On this week’s episode of Talk Ya Book, Chris Judd welcomes back John Forwood from Lowell Resources Funds Management. John lends us his insights into the iron ore market, the significance of China’s 20th National Congress, and one of his favourite iron ore small caps, CZR Resources (ASX: CZR)....
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Jun Bei Liu
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Jun Bei Liu from Tribeca Investment Partners. We discuss how her long/short fund looks to find value during volatile trading conditions and talks us through one of her favourite picks, recent takeover target, Ramsay Health Care…
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Tim Callan
On this week's episode of Talk Ya Book, Chris Judd welcomes Tim Callan from the hybrid credit fund, Pure Asset Management. Tim walks us through how his fund takes a unique approach to raising capital for clients and shares some insights into one of their positions, Comet Ridge (ASX:COI). Proudly...
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Frequently Asked Questions
How many episodes does Chris Judd's Talk Ya Book Podcast have?
Chris Judd's Talk Ya Book Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Chris Judd's Talk Ya Book Podcast about?
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.
How often does Chris Judd's Talk Ya Book Podcast release new episodes?
Chris Judd's Talk Ya Book Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Chris Judd's Talk Ya Book Podcast?
You can listen to Chris Judd's Talk Ya Book Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Chris Judd's Talk Ya Book Podcast?
Chris Judd's Talk Ya Book Podcast is created and hosted by Chris Judd's Talk Ya Book.
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