Chris Judd's Talk Ya Book Podcast

Ben Griffiths from Eley Griffiths is back on Talk Ya Book this week to lend us some of his insights on the state of the market and to discuss what he believes is a great value play, with plenty of growth catalysts on the horizon. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

Munro Partners’ Nick Griffin (Founding Partner & CIO) and James Tsinidis (Partner & Portfolio Manager) are on the latest episode of Talk Ya Book to discuss their listed climate change-focused portfolio, MCCL.ASX, betting on “those companies that are best positioned to champion and win” from decarbonisation. Tune in to hear their insights on the incredible opportunities fr...

Director and Portfolio Manager of Surrey Asset Management, Michael Woolhouse, helps us welcome back Talk Ya Book in 2022, as we get stuck into his favourite top performing Aussie telco play, Uniti Group (ASX: UWL). Whilst Uniti has already had a stellar run since its 2019 listing, tune in to hear why Michael thinks there’s still plenty left in the tank. Proudly presented by Honan ( www.honan...

Emanuel Datt from Datt Capital is back on Talk Ya Book to discuss the often under-looked commodity Tin, and the potential the material plays in the rapidly evolving digital economy. Tune in to listen to his views on an exciting play on the commodity through Metals X (ASK: MLX), a small-cap producer looking to take advantage of the meteoric rise in the price of Tin. Proudly presented by Honan. See...

Nicholas Quinn from Spatium Capital is back on Talk Ya Book to discuss the rapidly developing ESG investing landscape, the recent extreme commodity inflation, and three of his favourite stocks picks. Proudly presented by Honan ( www.honan.com.au ). See omnystudio.com/listener for privacy information.

Ben Griffiths from Eley Griffiths Group is back on Talk Ya Book with an ASX listed healthcare company that has fallen out of love in the second half of this year, but he believes offers investors a great entry point to a seasoned, quality stock. After a recent strategic acquisition and positive early signs for FY22, he feels there is plenty of upside from a possible rebound. Proudly presented by H...

In this episode of Talk Ya Book, we’re joined by CIO of Forager Funds, Steve Johnson. Steve was 2-for-2 in his last appearance on Talk Ya Book, and he’s looking to keep up his impressive track record with the small cap software company, Whispir (ASX: WSP). Proudly presented by Honan. See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Spheria Asset Management, Gino Rossi. Gino runs the global micro cap fund at Spheria and we get some insight on one of his favourite picks at the moment, French pharmaceutical company, Vetoquinol (EPA: VETO). Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

In this episode of Talk Ya Book, we’re joined by Equity Analyst at Lanyon Asset Management, Jack Trengove. Jack’s niche Elite Athlete fund has had a stellar run since inception, returning 95% over 2-years. On this episode, we get to hear about an interesting ‘ESG’ play in a very high quality iron ore miner, Champion Iron (ASX: CIA). Proudly presented by Honan (www.honan.com...

In this episode of Talk Ya Book, we’re joined by founder of Waterhouse VC, Tom Waterhouse. Tom’s experience as one of Australia’s leading bookmakers has allowed him to yield incredible results for his investors to date, returning 489% over the last 12-months and 1802% since inception, August 2019. On this episode we get some insight on his BetMaker’s position (ASX: BET) and...

In this episode of Talk Ya Book, we’re joined by Senior Analyst at Aoris Investment Management, Delian Entchev. Aoris’ manages a single international investment portfolio, with a focus on picking 10-15 market leading stocks, that they believe is key to beating the market. On this episode, we get to hear about one of those high quality companies, luxury goods company, LVMH Moët Hen...

On the latest episode of Talk Ya Book, we’re joined by the co-founder of Iris Energy, Daniel Roberts. Iris Energy is on track to becoming the world’s biggest bitcoin miner, with a focus on renewable energy, addressing one of the biggest concerns around the cryptocurrency. Iris recently filed with the SEC for a direct listing on the NASDAQ, hoping to float in late 2021. Proudly presente...

On the latest episode of Talk Ya Book, we’re joined by Portfolio Manager at Flinders Investment Partners, Andrew Mouchacca. Flinders is a fund focused heavily on listed Australian small and emerging companies, and on this episode, we get to hear some of his insights on graphite, its place in the battery minerals space, and a potential play through Syrah Resources (ASX: SYR). Proudly presente...

On the latest episode of Talk Ya Book, we’re joined by Portfolio Manager at Montgomery Investment Management, Gary Rollo. Gary’s small companies fund has had a stellar run over the past 12-months, returning 43.8%, and on today’s episode we get to hear about one of his top picks in the telco and e-sports space, Pentanet (ASX: 5GG). Proudly presented by Honan. See omnystudio.com/li...

On the latest episode of Talk Ya Book, we’re joined by CIO at Lowell Resources Funds Management, John Forwood. Lowell is a unique fund that focuses on the junior resource sector, leading to some brilliant insights on some of Australia’s best up and coming small caps, and on this episode, we get to hear more about an exciting Copper play in Caravel Minerals (ASX: CVV). Proudly presented...

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Antipodes Partners, Sunny Bangia. Sunny covers consumer, domestic services, financials and infrastructure stocks across Asia and emerging markets, and on this episode, we get some impressive insights into the developing consumer market in China and some long-term “green” thematics he forecasts will dominate the...

Michael Goldberg from Collins St Value Fund is back on Talk Ya Book with a stock who had its ‘falling from grace’ and is now looking for a turnaround under new management. Retail food group (ASX: RFG) has become a fund favourite, with Michael and others believing that whilst there is work to be done in rebuilding the brand, theres’s still plenty of value hiding beneath the surfac...

In this episode of Talk Ya Book, we’re joined by Portfolio Manager at Spheria Asset Management, Marcus Burns. Spheria’s approach to picking stocks might almost sound unconventional to most modern investors, focusing on small cap opportunities generating positive cash flow. In this episode we get to hear about one his favourite financial services companies, IOOF holdings (ASX: IFL). Pro...

In this episode of Talk Ya Book, we’re joined by founder and Portfolio Manager of Capital H Management, Harley Grosser. We get to hear more about one of his favourite stocks in the small cap space, Motio (ASX: MXO). Harley joined the board as a non-executive director of Motio earlier this year, a unique approach he believes helps add value to his role as an asset manager. Proudly presented b...

In this episode of Talk Ya Book, we’re joined by Co-CIO and Portfolio Manager at Bombora Group, Gregg Taylor. Gregg has over two decades of experience in listed equity markets, helping Bombora’s Special Investment Growth Fund achieve 28.3% compounded return since inception. We get to hear more about one of his favourite stocks in the small cap space, the recently listed platform compan...

In this episode of Talk Ya Book, we’re joined by Managing Director and Portfolio Manager of Holon Global Investments, Heath Behncke. Heath’s incredible career in this space lead him to starting Holon in 2018, where he has returned 32.9% p.a. since inception. We get to hear his views on portfolio management, where he believes most are “overweight the old-world and underweight the...

In this episode of Talk Ya Book, we’re joined by CFO of Forager Funds Management, Steve Johnson. After an impressive 2020 - returning 112% on on the Australian fund and 84% on the international fund - we get to hear more about Steve’s investment philosophy, as he walks through two of his favourite companies, RPM Automotive (ASX: RPM) and iSelect (ASX: ISU). Proudly presented by Spirit...

In this episode of Talk Ya Book, we’re joined by founder and Portfolio Manager of Frazis Capital Partners, Michael Frazis. After an impressive 2020 - returning north of 100% for his long-only international equities fund - we get to hear more about his investing strategy and one of his favourite stocks at the moment, Moderna (NASDAQ: MRNA). Proudly presented by Spirit Technology Solutions. Se...

In this episode of Talk Ya Book, we’re joined by co-founder and Portfolio Manager of VP Capital, Tom Lambeth. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and he joins us today to discuss Business Loan Specialist, Prospa (ASX: PGL). Proudly presented by Honan. See omnystudio.com/listener for privacy information.

In this week’s episode of Talk Ya Book we’re joined by Marcus Guzzardi from Cooper Investors. Marcus is the co-head of Americas at Cooper and talks us through an exciting stock in the gaming and entertainment industry, Activision Blizzard (NASDAQ: ATVI). Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.