Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book
Romano Sala Tenna
May 21, 2024·17 min·1 clip
Romano Sala Tenna argues Australia has populist political risk that investors often overlook.
As heard by us
A numbers-first look at coal, policy risk, and valuation.
Katana Asset Management is framed as a fund that removes style, bias, market-cap, and sector limits while still keeping a firm discipline around company analysis and team interaction.
Why you'd press play
When you want a blunt read on coal royalties and what actually changes a valuation.
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