GIỚI THIỆU VỀ TẬP NÀY
On this week’s episode of Talk Ya Book, Chris Judd welcomes back Nick Maclean from Surrey Asset Management. With the Aussie housing market front of mind for most investors, Nick walks us through a potentially exciting play in Domain Holdings (ASX: DHG) where he sees multiple avenues for growth on the horizon. Proudly presented by Honan (www.honan.com.au).
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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Chris Judd's Talk Ya Book Podcast.
CÁC TẬP KHÁC TRONG PODCAST NÀY
Nick Sladen of LSN Capital Partners points to Coventry Group (CVY) as a compelling opportunity. This small industrial distributor (fasteners, fluids) boasts a low P/E ratio of 10 and impressive growth potential, with earnings expected to surge 80% by FY25. Sladen attributes this optimism to CVY's s…
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. Thei…
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 massive, yet under-monetised user base, along with a highly scalable busi…
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…
Hashan De Silva from KP Rx Opportunities Fund talks us through CurveBeam AI on Talk Ya Book. 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 re…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Chris Judd's Talk Ya Book, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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