In today’s Talk Ya Book, AFL legend turned Cerutty Macro Fund founder Chris Judd interviews Sunny Bangia of Blackwattle Partners.
They discuss $43.5 billion market cap company FICO (NYSE: FICO) (formerly Fair, Isaac and Company) that provides credit scoring for the lending institutions and software for credit management.
Talk Ya Book was created by Chris Judd in 2019 as a show where fund managers could share their highest conviction investment idea, but more importantly, showcase their investment framework to the public.
In 2023, Chris joined the people he interviews in the world of funds management by creating the Cerutty Macro Fund. Chris is the founder and portfolio manager of the fund which looks to invest in long term, secular, macro trends.
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