David Williams

David Williams

Author: Chris Judd's Talk Ya Book March 7, 2023 Duration: 21:04

On the latest episode of Talk Ya Book, Chris Judd welcomes back David Williams from Kidder Williams. David talks us through real estate agent rating platform ASX:RMY and why it could be one to watch as it expands internationally.
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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
Jun Bei Liu [not-audio_url] [/not-audio_url]

Duration: 14:06
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 t…
Jack Trengove [not-audio_url] [/not-audio_url]

Duration: 11:37
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 undervalu…
Hashan De Silva [not-audio_url] [/not-audio_url]

Duration: 20:12
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 orthopa…
Romano Sala Tenna [not-audio_url] [/not-audio_url]

Duration: 17:05
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 acknowl…
Sunny Bangia [not-audio_url] [/not-audio_url]

Duration: 21:10
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 inc…
Tom Lambeth [not-audio_url] [/not-audio_url]

Duration: 17:07
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 me…
Jai Mirchandani [not-audio_url] [/not-audio_url]

Duration: 20:22
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-dri…
Ryan McMillin [not-audio_url] [/not-audio_url]

Duration: 18:40
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.…
Michael Goldberg [not-audio_url] [/not-audio_url]

Duration: 17:24
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 va…
Bob Desmond [not-audio_url] [/not-audio_url]

Duration: 13:17
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, consist…