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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more