Season 1 · Episode 138
Tom Lambeth
Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book
April 16, 202417m 7s
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Show Notes
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 metrics compared to its growth and business model. The episode dives into the reasoning behind the short position.
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