E03 S01
Bradley Davis 12.11.19
CHRIS JUDD’S Talk Ya Book

This week on Talk Ya Book, proudly sponsored by Stock Doctor, Chris is joined by Founder and Portfolio Manager at Otira Captial, Bradley Davis. Bradley is a rising star of the Australian Funds Management space. His fund, Otira Capital is up 22% YTD and invests in small US and UK listed businesses.

Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/

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    Michael Goldberg 19.11.19
    This week on Talk Ya Book, proudly sponsored by Stock Doctor, Chris is joined by Michael Goldberg, Managing Director and co-founder of the Collins St Value Fund (CSVF). CSVF is a high conviction, long only Australian Equities Fund that has averaged an annualised return of 18.93% since its inception in 2016.Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/ Listen
    Andrew Mouchacca 26.11.19
    This week on Talk Ya Book, proudly sponsored by Stock Doctor, Chris is joined by Andrew Mouchacca, a partner and portfolio manager of Flinders Investment Partners, a high conviction fund specialising in small cap Australian listed stocks. Flinders has a rigorous investment process that’s enabled them to average 13.6% PA returns since inception.In this episode, Andrew shines a light on Quickstep Holdings (QHL) is an ASX listed micro cap stock that manufactures advanced carbon fibre composites that the US Department of Defence use for some of their aircraft.Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/ Listen
    Rob Frost 03.12.19
    This week on Talk Ya Book, proudly supported by Stock Doctor (https://www.lincolnindicators.com.au/) Chris is joined by Rob Frost from OC Funds Management who have been consistent performers for an extended period of time with their micro-cap fund returning over 14% per annum since inception in 2003. OC are well regarded for ignoring the market ‘noise’ that surrounds small cap stocks and focusing on the intrinsic value of the companies they invest in.In this episode, Rob shines a light on the Aussie retailer Baby Bunting, who he feels has great potential.Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor. Listen
    Andrew Mitchell 10.12.19
    This week on Talk Ya Book, proudly sponsored by DXN (https://dxn.solutions) Chris is joined by Andrew Mitchell. A highly regarded fund manager from Ophir Asset Management whose Opportunities Fund has averaged an incredible 26.3% per annum since inception in 2012. Tune in to hear Andrew share his thoughts on a small cap Aussie retailer he thinks has exciting growth potential. Listen
    Michael Goldberg 11.02.20
    Talk Ya Book has returned for a second season, proudly sponsored by Honan. Tonight, Chris is joined by Michael Goldberg from The Collins St Value Fund who is back on Talk Ya Book fresh off a 36% 2019 calendar year return from his fund. Tune in to hear about an ASX micro-cap stock that Michael feels has the potential to be re-rated.Honan provides a complete range of insurance, risk and financial solutions. Honan goes beyond a transactional insurance broker model to deliver better outcomes for our/their clients. Visit their website for more information: https://honan.com.au Listen
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    Chris Lock 29.10.19
    This week on Talk Ya Book, proudly sponsored by Stock Doctor, Chris is joined by Founder and Lead Executive of IP Generation, Chris Lock. Chris is a commercial real estate investor and boutique fund manager of long term, income focused real assets. Through the conversation Chris will shine a spotlight on one of his key assets and explain how he plans to give investors a 10% distribution.Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/ Listen
    David Prescott 22.10.19
    David Prescott is the founder and Managing Director of Lanyon Asset Management, a value-oriented, long only, equities fund. The Lanyon Australian Value Fund has been in operation for almost 10 years and has delivered compound returns of over 13.3%, while holding, on average, 50% of the fund in cash. The Lanyon Australian Value Fund was closed to any new investment 5 years ago but has recently been temporarily re-opened to new investors.Tonight’s episode of Talk Ya Book is proudly supported by Stock Doctor. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/ Listen
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