Wow, not one woman. In tonights's episode of Talk Ya Book, Chris is joined by Nick Maclean, who is one of a growing list of successful Australian Fund Managers that developed their trade at Coopers Investors and is regarded highly for his stock picking ability. Rob Frost from OC Funds Management is back on Talk Ya Book with a deep dive into his investment framework and a couple of stock ideas as well. Oscar specialises in small and mid cap stocks and he talks through the bull case for a well known Aussie retailer. If you want to build your own investment process and assess the financial health of ASX listed companies check out Stock Doctor at https://www.lincolnindicators.com.au/. $ASX $IXC, In tonight’s episode of Talk Ya Book proudly presented by Honan (http://www.honan.com) we’re joined by Oscar Oberg, lead portfolio manager at Wilson Asset Management. Tune in tonight to hear his thesis on Altium. Kenny’s style is to look for asymmetric opportunities in the market and he feels there’s currently one occurring in the Uranium sector. Tune in tonight to hear about his favourite ASX listed uranium company. He walks through an interesting play in the oil and gas space that he feels has a big future ahead and a high degree of optionality. Flinders has a rigorous investment process that’s enabled them to average 13.6% PA returns since inception. It is easy to listen to and entertaining, while at the same time being educational. Visit their website for more information: https://honan.com.au. Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea. He’s been working in the financial market industry since the 1987 crash and has been a proven performer in good and difficult times. Please enter your details below. Scaling up: Lessons from the world's best CEOs and Founders. Tune in to hear why he feels it’s cheap on a sum of the parts valuation. Tonight on Talk Ya Book, Chris is joined by Gary Rollo from Montgomery Investment Management. Tom is a rising star of the Aussie Funds Management scene, his fund VP Capital is a long/short fund. CSVF is a high conviction, long only Australian Equities Fund that has averaged an annualised return of 18.93% since its inception in 2016. In this week’s episode of Talk Ya Book we’re joined by Tristan Terry from Aura Group. This week on Talk Ya Book, proudly sponsored by Stock Doctor, Chris is joined by Michael Goldberg, Managing Director and co-founder of the Collins St Value Fund (CSVF). Tonight on Talk Ya Book we’re joined by Adam Schoff from ACT Capital Partners who look to invest in media businesses all across the globe. Luke runs a long/short strategy and currently has a bullish view on resources. Rob Frost from OC Funds Management is back on Talk Ya Book with a deep dive into his investment framework and a couple of stock ideas as well. Michael talks through an ASX listed copper/gold producer who he’s got a unique insight into after serving on the board of a company it acquired. Just a bunch of white guys. Visit their website for more information: https://honan.com.au, This week on Talk Ya Book, proudly sponsored by Honan (https://honan.com.au), Chris is joined by Brad King from Armytage Private who has seen a successful 2019 with his Strategic Opportunities Fund producing a 24% return after outperforming the all ordinaries index on average since inception. Visit their website for more information: https://honan.com.au, In tonight’s episode of Talk Ya Book, proudly sponsored by Honan (https://honan.com.au) Chris is joined by Ben Griffiths. Tune in to hear more! Tune in tonight to hear about a company he feels has the ability to perform over an extended period of time.Honan provides a complete range of insurance, risk and financial solutions. Highly recommend! Tom is an exceptionally clear thinker with an ability to make complex ideas simple and easy to follow.
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