Andrew Mouchacca

Andrew Mouchacca

Author: Chris Judd's Talk Ya Book May 3, 2022 Duration: 18:55

On this episode of Talk Ya Book, we sit down with Partner and Portfolio Manager at Flinders Investment Partners, Andrew Mouchacca. Andrew lends us his fresh perspective on tackling this historically volatile market, while offering one of his favourite picks at the minute, the fast growing business financing company, early pay (ASX: EPY). Proudly presented by Honan (www.honan.com.au).

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Ever wonder how the most successful investors in Australia actually think when they place a real bet? Chris Judd's Talk Ya Book Podcast pulls back the curtain on that exact moment, moving beyond theory into the concrete decisions that define a career. Each conversation is built around a single, high-conviction idea from a guest who has proven their skill in the markets. The focus isn't on hot stock tips or market predictions, but on the underlying process: how they found the opportunity, why it convinced them, and how they manage the risk. You'll hear the nuanced questions, the doubts, and the specific analysis that turns research into action. This podcast provides a rare, unfiltered look at the craft of investing, offering more substance than headline financial news. It’s for anyone interested in the discipline behind the decisions, listening as seasoned professionals talk through their reasoning in real detail. The discussions are grounded in practical experience, making complex investment concepts accessible through the lens of real-world application. Tune in to hear how Australia's best investors articulate their thesis when the stakes are genuinely high.
Author: Language: en-us Episodes: 100

Chris Judd's Talk Ya Book Podcast
Podcast Episodes
John Van Der Wielen [not-audio_url] [/not-audio_url]

Duration: 18:38
On today's Talk Ya Book, John Van Der Wielen discusses Orthocell, a medical device company. With substantial global market potential, especially in the U.S., Orthocell's innovative nerve repair solution offers hope for p…
Emanuel Datt [not-audio_url] [/not-audio_url]

Duration: 13:37
Emanuel Datt highlights Predictive Discovery (PDI) as a promising gold stock. PDI's Guinea project boasts over 5 million ounces of resources and a strong financial profile. The current favourable gold market, coupled wit…
Luke Laretive [not-audio_url] [/not-audio_url]

Duration: 10:55
Luke Laretive from Seneca Financial Solutions talks us through Wildcat Resources, a lithium exploration company. With a strong management team and attractive valuation, Wildcat is well-positioned to capitalise on the gro…
Adam Saunders [not-audio_url] [/not-audio_url]

Duration: 15:36
Adam Saunders from NGE Capital talks us through Pioneer Credit, an ASX listed debt recovery specialist. Pioneer Credit focuses on acquiring and managing overdue retail debt. Despite challenges in the industry due to incr…
Tom Waterhouse [not-audio_url] [/not-audio_url]

Duration: 20:01
On today's Talk Ya Book, Chris Judd talks to Tom Waterhouse, a seasoned entrepreneur and investor in the gambling industry. Tom shares insights into his investment strategy at Waterhouse VC, focusing on technology suppli…
Tom Lambeth [not-audio_url] [/not-audio_url]

Duration: 15:49
In this episode of Talk Ya Book, Chris Judd talks with Tom Lambeth from VP Capital about Aristocrat Leisure, a leading gaming company. Lambeth discusses Aristocrat's core business in pokies machines and its recent expans…
Andrew Brown [not-audio_url] [/not-audio_url]

Duration: 19:25
On today’s Talk Ya Book, Chris Judd talks with Andrew Brown from East 72 about French conglomerate Bolloré. With a major stake in Universal Music Group and a strong financial position, Bolloré is an intriguing investment…
Harley Grosser [not-audio_url] [/not-audio_url]

Duration: 16:12
Harley Grosser from HD Capital Partners discusses the investment potential of Airtasker. He highlights the company's strong performance in its home market of Australia while outlining its ambitious expansion plans for th…
Nick Sladen [not-audio_url] [/not-audio_url]

Duration: 13:47
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 ear…
John Forwood [not-audio_url] [/not-audio_url]

Duration: 13:26
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 m…