Chris Judd's Talk Ya Book Podcast

Oct 28 2024 100 ep. 19 mins 101
Chris Judd's Talk Ya Book Podcast artwork

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. 

  Business
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Luke Laretive

Oct 28 2024 10 mins  
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 project pipeline have attracted significant investor interest. Proudly presented by Honan (w

Adam Saunders

Oct 21 2024 15 mins  
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 growth. Rising vendor activity and favourable economic conditions are driving this positive

Tom Waterhouse

Sep 17 2024 20 mins  
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 and sports betting, particularly in the crypto market, and highlights the unique value p

Tom Lambeth

Sep 03 2024 15 mins  
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 in the US market, particularly in online real money gaming. Proudly presented by Honan

Andrew Brown

Aug 20 2024 19 mins  
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 of complexity.See omnystudio.com/listener for privacy information.

Harley Grosser

Jul 29 2024 16 mins  
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 measures and media partnerships as key drivers of future growth. Proudly presented by Honan

Nick Sladen

Jul 23 2024 13 mins  
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 strategic acquisitions within a fragmented market. Proudly presented by Honan (www.hon

John Forwood

Jun 25 2024 13 mins  
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. Their South African project boasts exceptional grades and potential for high margins, but

Jun Bei Liu

Jun 18 2024 14 mins  
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 business model primed for significant growth. Proudly presented by Honan (www.honan.com.a

Jack Trengove

Jun 11 2024 11 mins  
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 model and the recovering travel industry position the company for significant future succe