Chris Judd's Talk Ya Book Podcast Chris Judd's Talk Ya Book

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 related to regulatory hurdles and initial sales. Proudly presented by Honan (www.honan.com.au).
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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).
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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).
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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).
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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).
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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 (www.honan.com.au).
See omnystudio.com/listener for privacy information.