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Chris Judd Invest
Australia
Registrace 8. 10. 2019
Chris Judd Invest takes people inside the minds of Australia's brightest investors, opening up a channel of information that only a generation ago was reserved for professional investors.
Talk Ya Book - John Forwood
Lowell Resources Fund's John Forwood joins Chris Judd on Talk Ya Book to discuss the undervalued junior resources sector. Forwood highlights Southern Palladium as a promising early-stage company focused on palladium, a metal with applications in cars and potentially future hydrogen technology. Their South African project boasts exceptional grades and potential for high margins, but partnerships will likely be needed for processing and funding.
Proudly presented by Honan (www.honan.com.au).
Proudly presented by Honan (www.honan.com.au).
zhlédnutí: 8 629
Video
Talk Ya Book - Jun Bei Liu
zhlédnutí 8KPřed 14 dny
This episode of Talk Ya Book features Jun Bei Liu from Tribeca Investment Partners. She dives into Life360, a company offering tracking devices for families and individuals. Jun sees Life360 as a golden opportunity due to its large, yet under-monetised user base, along with a highly scalable business model primed for significant growth. Proudly presented by Honan (www.honan.com.au).
Talk Ya Book - Jack Trengove
zhlédnutí 7KPřed 21 dnem
Jack Trengove of Lanyon Asset Management identifies Fraport (FRA) as a promising long-term investment. He sees significant potential for growth based on the company's projected earnings increase and its current undervalued stock price. Additionally, Trengove believes Fraport's strong business model and the recovering travel industry position the company for significant future success. Proudly p...
Talk Ya Book - Hashan De Silva
zhlédnutí 4,5KPřed měsícem
Hashan De Silva from KP Rx Opportunities Fund talked us through CurveBeam AI on Talk Ya Book today. He highlights their advanced scanners, AI based innovation and distribution partnership with Stryker, a major player in orthopaedics, as positive aspects. However, he also acknowledged ongoing challenges related to regulatory hurdles and initial sales. Proudly presented by Honan (www.honan.com.au).
Talk Ya Book - Romano Sala Tenna
zhlédnutí 7KPřed měsícem
On Talk Ya Book, Romano Sala Tenna (Katana Asset Management) discusses Whitehaven Coal (WHC). He highlights its financial strength, production growth, exposure to rising coal demand, and attractive valuation, but acknowledges potential headwinds from market sentiment and investor bias. Proudly presented by Honan (www.honan.com.au).
Talk Ya Book - Sunny Bangia
zhlédnutí 8KPřed 2 měsíci
Sunny Bangia joined Chris Judd on Talk Ya Book today, to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia. Proudly presented by Honan (www.honan.com.au).
Talk Ya Book - Tom Lambeth
zhlédnutí 7KPřed 2 měsíci
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).
Talk Ya Book - Jai Mirchandani
zhlédnutí 6KPřed 3 měsíci
This episode of Talk Ya Book features Jai Mirchandani from ELM Responsible Investments. Jai explores Tesla's potential as a long-term investment and its ability to disrupt the car industry. He focuses on Tesla's self-driving technology and the leadership of Elon Musk, analysing both the opportunities and challenges they present. Proudly presented by Honan (www.honan.com.au).
Talk Ya Book - Ryan McMillin
zhlédnutí 4,8KPřed 3 měsíci
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 ...
Talk Ya Book - Michael Goldberg
zhlédnutí 8KPřed 3 měsíci
On Talk Ya Book today, 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).
Talk Ya Book - Bob Desmond
zhlédnutí 4,7KPřed 4 měsíci
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).
Talk Ya Book - Emanuel Datt
zhlédnutí 8KPřed 4 měsíci
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).
Talk Ya Book - Anthony Kavanagh
zhlédnutí 8KPřed 4 měsíci
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).
Talk Ya Book - James Williamson
zhlédnutí 5KPřed 4 měsíci
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).
Talk Ya Book | Nick Sladen
zhlédnutí 8KPřed 5 měsíci
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 ...
Talk Ya Book - Aaron McDonald and and John Poynton
zhlédnutí 9KPřed 10 měsíci
Talk Ya Book - Aaron McDonald and and John Poynton
😡
Damn. This girls a total smoke show.
Never get tired of these guys who bought coal in 2020 explaining to us why coal is a great buy today. Looking for exit liquidity.
Blokes who got in yonks ago likely wanting to exit their positions.
Coal across the board going to moon again in the next few years
Fantastic breakdown and analysis
Hi Chris, thanks for another video, really enjoy these as they focus on one stock pick. I think they have helped me alot, I've gone from looking for speculative 10 baggers to hopefully buying good businesses that I can hold for 5 plus years. Wish I had started this earlier
Chris indicated he’d post some links, can you highlight these please?
He's 100% right
😴
Everybody has different views and Tesla has proven me wrong Time and time again but I’ve no idea how you can say the risk is to the upside with Tesla when it’s valued more than all other car manufacturers combined coming into what could be a recessionary environment
A little tip Chris, if I search Carnarvon Energy or CVN you video does not come up. You might need to tag your videos a bit better to make the companies described easier to find. Likely to help your views alot
Interesting interview, Bitcoin is just a blockchain protocol which till this date, is a speculative asset IMO, but can be seen a digital gold or a nefarious way of transacting outside of the SWIFT system, short term price is irrelevant its a matter of will it survive a significant economic down turn or cyber attack? Time will tell.
Trash promote. Don't have this pump trash on again.
Thanks Chris, great conversation, it worth noting that this is a technology that few intuitively understand, multi disciplinary combining monetary policy, cryptography and computer science, a knowledge base few possess. We strongly encourage anyone who's interested in this area to do some reading on the topics of Bitcoin and Digital Assets and begin the journey of educating themselves on this emerging asset class.
Will Satoshi Nakamoto help when my "cold wallet" is compromised and is incompatible with Android or Windows upgrades? Does Bitcoin have a dedicated support team to help & refund us when things go awry? Seriously, you ought to be ashamed of yourself for the faux "education" on something that can't be seen or held. And Judd has lost credibility by allowing you here. What next - shall we promote roulette or Baccarat on this show? Can't go wrong, really
Is this guy paying to appear on your show Chris? Is the mythical Satoshi Nakamoto going to pick up the phone when your cold wallet is compromised? No. This is a Ponzi scheme & it has no place on your show. Big dent to your credibility Juddsie.
This is a large marcap US stock. Was $7 two decades ago, now $150. Is he spruiking a stock that has already gone up 20x? You decide
ED is one of Australia's most brilliant & humble money managers, be great if he is a regular here. In addition to his fund, he puts his own personal money into some very interesting beaten down microcaps. He has big personal stakes in YRL & SER, two very interesting microcaps. So far he hasn't discussed these two stocks publicly.
Goldberg is a charismatic & ernest fellow & i enjoy listening to him. I realize he's talking his book but would like to see more of him. It would be great if he could disclose his buy/sell intentions. Some critical thinking here about his past recommendations 1. Rfg. Gone nowhere but still looking good for a turnaround. Definitely a value stock. 2.SVG Total debacle, Anyone getting in when Goldberg started talking about it last year would have lost 85% 3. Ramelius. Goldberg's outfit actively promotes this totally unethical company. Ramelius has a seriously bad attitude, they refuse to pay local council rates or hire indigenous workers, senior managers are grossly overpaid & earning as much as $2m a year. Ramelius has a really grubby attitude & the deceased founder would be turning in his grave if he knew what's happened to his company.
doesnt have a book and maybe outside your scope but andy xie would be great interview guest to talk about Australia generally if you know of him
Andy Xie is one of the most brilliant independent economists around, his comments on the JPY turnaround a decade ago were very prescient.
Datt & his assistant Tony are two of the best stockpickers in Australia. These guys are straightshooters who have done extraordinarily well. Bring them back on regularly. Datt's personal portfolio contains YRL, SER, WA1, unfortunately for most of us WA1has hit the sky, fully priced & Datt got in at the absolute bottom. The other two are interesting.
Why is he so happy?
Because he's made a killing on the markets this past year.
2 thumbs having a conversation. one visibly happier than the other.
Try RFG. Owner of Gloria Jeans, Donut King, and a bunch of other brands. Marcap $170m. Close to it's historic low. Multibagger over a decade.
still love the intro to your episodes never gets old
How much did you loose in this fund?
Datt is a modest genius. He's also into some penny juniors which haven't had a big runup yet. DYOR. Can we have an update on his recent buys?
Good opportunity now with David Williams as the new CEO!
oi lyk to move it move it
That was so clear, providing a great big picture analysis.
I think no more rate hikes in Australia, todays GDP numbers pretty much confirm that. Per capita recession 😮
Why did this end quickly? I felt like Andrew had plenty to say yet!
Ended just like the hype with all the great news it's being getting 😂
I think some editing needs to be done on this one Chris. It was ended abruptly
dude has a creepy smile.
Had you bought in when he bought in you'd be grinning too. The jokes on you pal.
@beverlyhills7883 there's 1000s of opportunities in the market at any time. To assume my capital stood still in the meantime is asinine.
Great discussion! Very interesting, I must say Emanuel Datt is my favourite of all the people you interview!
He's a conman and you fell for it
ELT not looking great from the outside
Harley Grosser had his luck initially and everything gone wrong with his selections.
Can we have more attention focused on microcaps please,rather than stocks that have already had a massive run? Thanks
she's fycking hot
Great work Gentlemen!
Sounds positive, looking forward to the future with this digital concept
Chris, crypto may be popular but it is highly speculative. You might want to mention this just in case it gets ugly or becomes illegal. Oh yes it can. It's illegal in more than one major economy. And for good reason too.
Good broad summation, Juddy. Enjoyed it.
Economic talk pretty boring
Can you please bring back Mike Goldberg, and discuss his position on Retail Food Group as well as Savannah, in which he is currently accumulating?
Can we have an update on RFG? This was one of Goldbergs favorite stocks.
Yes please !!
Bought LTR cos of this interview, how good is that :)
I’m enjoying only seeing blokes thoughts on here
Lol is that what you’re really focused on?
what an evil person