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.

Chris Judd's Talk Ya Book Podcast

Nicholas Quinn

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 Honan (www.honan.com.au)  See omnystudio.com/listener for privacy information.

Ben Griffiths

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.

Steve Johnson

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.

Gino Rossi

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.au). See omnystudio.com/listener for privacy information.

Jack Trengove

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 the huge potential from the budding U.S. wagering market. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Tom Waterhouse

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 Hennessy Louis Vuitton. Proudly presented by Honan. See omnystudio.com/listener for privacy information.

Delian Entchev

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 presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Daniel Roberts

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 presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Andrew Mouchacca

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/listener for privacy information.

Gary Rollo

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 by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

John Forwood

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 investing landscape for years to come. See omnystudio.com/listener for privacy information.

Sunny Bangia

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 surface. Proudly presented by Spirit Technology Solutions.  See omnystudio.com/listener for privacy information.

Michael Goldberg

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. 

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Chris Judd's Talk Ya Book Podcast

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