E36 S01
Nick Maclean 10.11.20
CHRIS JUDD’S Talk Ya Book

Nick Maclean from Surrey Asset Management is back on Talk Ya Book with an ASX listed growth company that’s already had an incredible run in 2020, but with a huge addressable market, excellent management and high revenue growth he feels that it still has a long way to go. Proudly presented by Honan (www.honan.com.au) $ASX $PBH

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    17.11.20
    Ben Griffiths from Eley Griffiths Group is back on Talk Ya Book with an ASX listed rare earths company that has had an impressive run in 2020. In an exciting and quickly growing industry, he feels there is still plenty of upside to come. Proudly presented by Honan. Listen
    24.11.20
    In this week’s episode of Talk Ya Book we’re joined by Emanuel Datt from Datt Capital. Datt is a long-only, multi-asset fund that targets double digit returns over the medium term. Tune in to hear Emanuel walk through an exciting mining royalties company - Deterra Royalties - Australia’s biggest listed mining royalty firm. Listen
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    Brad King 27.10.20
    After his Kogan call earlier this year on Talk Ya Book before it exploded 4x higher, Brad King from Armytage Private is back. This time, he has a turnaround story with a complex past and what Brad hopes is a bright future. Proudly presented by Honan (www.honan.com.au). Listen
    Tristan Terry 20.10.20
    In this week’s episode of Talk Ya Book we’re joined by Tristan Terry from Aura Group. Aura are a Venture Capital Fund that invest in high growth companies with large addressable markets. Tune in to hear Tristan walk through the long thesis for an emerging Super Fund that Aura have invested in and get a feel for the framework used to assess high risk, high growth opportunities. Listen
    John Forwood 14.10.20
    John Forwood from Lowell Resources Funds Management specialises in investing in micro-cap mining companies. He makes his Talk Ya Book debut tonight to talk through an ASX Gold explorer that he feels has plenty of potential. $ASX $PDI Listen
    Michael McNeilly 06.10.20
    In this week’s episode of Talk Ya Book we’re joined by Michael McNeilly from Metal Tiger PLC. Michael talks through an ASX listed copper/gold producer who he’s got a unique insight into after serving on the board of a company it acquired. Tune in to hear why he feels it’s cheap on a sum of the parts valuation. $ASX $SFR Listen
    Luke Smith 15.09.20
    This week on Talk Ya Book, proudly presented by Honan (www.honan.com) we’re joined by Luke Smith who’s the Global Resources Portfolio Manager at Ausbil. Luke runs a long/short strategy and currently has a bullish view on resources. Tune in to hear him walk through the long thesis for an ASX listed gold company. $ASX $NST Listen
    Kenny Arnott 08.09.20
    In this week’s episode of Talk Ya Book, proudly presented by Honan (www.honan.com) we’re joined by Kenny Arnott from Arnott Capital. Kenny’s style is to look for asymmetric opportunities in the market and he feels there’s currently one occurring in the Uranium sector. Tune in tonight to hear about his favourite ASX listed uranium company. $ASX $LOT Listen
    Oscar Oberg 01.09.20
    In tonight’s episode of Talk Ya Book proudly presented by Honan (http://www.honan.com) we’re joined by Oscar Oberg, lead portfolio manager at Wilson Asset Management. Oscar specialises in small and mid cap stocks and he talks through the bull case for a well known Aussie retailer. $ASX $ADH Listen
    Scott Williams 25.08.20
    In tonight’s episode of Talk Ya Book, proudly presented by Honan www.honan.com.au, we’re joined by Scott Williams from Fifty One Capital. Scott became well known for his early bullish call on Paradigm Biopharma and this week he has another ASX bio-tech stock that he feels is relatively unloved by the market but has huge potential. $ASX $IXC Listen
    Bob Sahota 18.08.20
    In this week’s episode of Talk Ya Book, proudly presented by Honan https://honan.com.au, we’re joined by Bob Sahota from Revolution Asset Management a fund specialising in the private debt market. Bob gives a great insight into the Australian private debt market which he describes as still being in its infancy and he explains where he sees the opportunities going forward for investors looking to get some yield in their portfolio. Listen
    Romano Sala Tenna 11.08.20
    Tonight on Talk Ya Book, proudly presented by www.honan.com, we’re joined by Romano Sala Tenna from the highly regarded Katana Asset Management team. He walks through an interesting play in the oil and gas space that he feels has a big future ahead and a high degree of optionality. $ASX $KAR Listen
    Tom Lambeth 04.08.20
    We've had a lot of requests to have Tom Lambeth from VP Capital back on Talk Ya Book after his last appearance when he spoke about The Reject Shop before its meteoric share price appreciation. Tonight he talks through another ASX small-cap, Jumbo Interactive, that he feels has a strong economic moat and the potential for big returns. $ASX $JIN Listen
    Andrew Chapman 28.07.20
    In tonight’s edition of Talk Ya Book we’re thrilled to welcome Andrew Chapman from Merchant Funds Management to talk through an ASX listed bio-tech that he feels has a lot of potential. $ASX $RAC Listen
    Hayden Beamish 14.07.20
    Talk Ya Book is back tonight with Hayden Beamish from Endeavor Asset Management. Hayden’s highly regarded in the funds management industry and is known for his attention to detail and ability to make high conviction investments. Tune in tonight to hear his thesis on Altium. #ASX #ALU Listen
    Michael Goldberg 14.07.20
    Michael Goldberg from Collins St Value Fund is back for another episode of Talk Ya Book. Collins St Value Fund has outperformed the All Ordinaries Index over the last three months by more than 10% again showcasing Michael and his team’s ability to navigate volatile markets by picking high quality small cap stocks. Listen
    Rob Frost 10.06.20
    Rob Frost from OC Funds Management is back on Talk Ya Book with a deep dive into his investment framework and a couple of stock ideas as well. Rob’s Micro-Cap fund recently got nominated for Money Management’s Small/Mid Cap Fund of the year in the Aussie equities category as it surged 19% so far this financial year in what’s been a turbulent year for equities. Listen
    02.06.20
    Kevin Muir recently wrote that “stocks trade on dreams, bonds trade on reality” and with so many stock investors scratching their heads at the recent price action, we’re lucky to have been able to sit down with Charlie Jamieson from Jamieson Coote Bonds in this episode of Talk Ya Book to do a deep dive into the bond market, the role it plays in relation to all assets and what bonds are currently trying to tell us about the state of the global economy. Listen
    Gary Rollo 26.05.20
    Tonight on Talk Ya Book, Chris is joined by Gary Rollo from Montgomery Investment Management. Gary specialises in small cap opportunities on the ASX and today he walks through an opportunity with incredible clarity on a company that’s exposed to a sector with huge tailwinds. Listen
    Nick Maclean 12.05.20
    In tonights's episode of Talk Ya Book, Chris is joined by Nick Maclean, who is one of a growing list of successful Australian Fund Managers that developed their trade at Coopers Investors and is regarded highly for his stock picking ability. His Fund Surrey Asset Management specialises in small cap companies but is designed with a mandate that gives it increased flexibility when compared to many other small cap focused funds. Listen
    Tom Lambeth 07.05.20
    In this episode of Talk Ya Book, proudly presented by Honan (https://honan.com.au), Chris Judd is joined by Tom Lambeth. Tom is a rising star of the Aussie Funds Management scene, his fund VP Capital is a long/short fund. Tom is an exceptionally clear thinker with an ability to make complex ideas simple and easy to follow. Tune in to hear the full chat! Listen
    Adam Schoff 08.04.20
    Tonight on Talk Ya Book we’re joined by Adam Schoff from ACT Capital Partners who look to invest in media businesses all across the globe. There’s few people in the Australian funds management landscape with better insight into how people will consume media in the future and where the opportunities may lie. From e-sports to Japanese anime, we cover a lot of ground! Listen
    Scott Williams 02.04.20
    Tonight’s episode of Talk Ya Book is a ‘strategy session’ with Scott Williams from Fiftyone Capital. Scott’s fund is a global focused long/short fund and he has a unique macro view about how investors should be preparing for what comes next. Tune in to hear more! Listen
    Stephen Arnold 17.03.20
    Tonight’s episode of Talk Ya Book will be the last one until late April (at this stage) as everyone moves closer towards shut down mode in Australia as we attempt to flatten the Corona virus infection curve. A big thanks to this season’s partner Honan (https://honan.com.au), all the people who’ve helped to produce the show, the guests who’ve been incredibly generous with their time and insights and most importantly the people who’ve watched it in a time where there are plenty of content options.Tonight, Chris caught up with Stephen Arnold from Aoris Investment Management which were ranked the number 1 Australian based global value fund by Morningstar in 2019 after a huge year last year. Since inception their unhedged portfolio has returned 18.3% per annum on average. He’s an incredibly clear thinker and can make complex ideas seem simple. Watch the full video to hear his analysis on a high quality, US based company. Listen
    Ben Griffiths 10.03.20
    In tonight’s episode of Talk Ya Book, proudly sponsored by Honan (https://honan.com.au) Chris is joined by Ben Griffiths. Ben, the founder of Eley Griffiths Group, has seen his fair share of market meltdowns. He’s been working in the financial market industry since the 1987 crash and has been a proven performer in good and difficult times. His emerging companies fund has returned 19.6% per annum on average since inception. Tune in tonight to hear about a company he feels has the ability to perform over an extended period of time.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
    Marcus Guzzardi 03.03.20
    This week on Talk Ya Book, proudly sponsored by Honan (https://honan.com.au) Chris is joined by Marcus Guzzardi. Marcus is part of the Global Equities Strategy Fund at Cooper Investors and is another example of a super shrewd investment manager coming through the Cooper Investors high performing culture. His fund has a 10 year rolling performance of 15.39% (unhedged) and is highly regarded for its deep levels of due diligence and conviction on investments.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
    Brad King 25.02.20
    This week on Talk Ya Book, proudly sponsored by Honan (https://honan.com.au), Chris is joined by Brad King from Armytage Private who has seen a successful 2019 with his Strategic Opportunities Fund producing a 24% return after outperforming the all ordinaries index on average since inception. Tune in to hear about an ASX small cap that he feels has a strong tail wind at its back.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
    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
    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
    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 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
    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
    Bradley Davis 12.11.19
    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/ Listen
    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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