Media
16 April 2024 - Tom Lambeth speaks with Chris Judd about our 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.
9 October 2023 - John So speaks about the lithium and nickel industries on its challenges, uses in the clean energy and construction sectors and what that means for price cycles.
1 September 2023 - Tom Lambeth speaks with Daniel Gold about VP Capital and how the firm was established, its philosophy and its journey to date.
https://longproperty.com.au/tom-lambeth/
29 August 2023 - Tom Lambeth speaks to Chris Judd about luxury e-commerce “tech” opportunity, Cettire.
1 August 2023 - Tom Lambeth wrote an extensive review on Cettire on LiveWire on why we think it is one of the best e-commerce businesses in recent times. The company reported FY23 results with +98% growth in revenue shortly after.
https://www.livewiremarkets.com/wires/cettire-retail-run-as-tech-2023-08-01
1 August 2023 - John So discussed two potential multi-bagger ideas. The first Azure Minerals Limited, houses a potentially substantial lithium resource in Western Australia.
28 February 2023 - Tom Lambeth on Talk Ya Book discussing the lithium market and shares his views on an emerging battery minerals producer he feels has a lot of potential.
https://www.youtube.com/watch?v=iVv9K4Q81gc
7 November 2022 - MoneyTalks: VP Capital John So’s top ASX picks as China signals softening of zero Covid-19 policy
14 October 2022 - Tom Lambeth with Stockhead: What does Qantas’ surprise profit forecast mean for other ASX airline stocks?
15 September 2022 - John So with Stockhead: VP Capital’s contrarian yet rosy outlook for SaaS stocks.
https://stockhead.com.au/experts/moneytalks-vp-capitals-contrarian-yet-rosy-outlook-for-saas-stocks/
26 August 2022 - John So with Stockhead: Two experts, 5 picks, could one of these stocks be the next Pilbara Minerals?
25 August 2022 - John So speaks with Stockhead about some ASX energy companies that VP Capital has been looking at.
https://stockhead.com.au/experts/moneytalks-john-so-reckons-these-asx-energy-stocks-might-just-fly/
19 July 2022 - John So with The Australian and Stockhead: Inflation is a wild beast – here are six experts to show you how to shield your portfolio from it
20 June 2022 - John So with The Australian and Stockhead: Seven inflation-busting ASX stocks to help beat bear market
16 June 2022 - John So on Stockhead: ASX stock picks as Australia slides into energy crisis.
14 June 2022 - Tom Lambeth on Talk Ya Book discussing the broader global energy market and his favourite opportunity in Australian east-coast gas explorer and producer, Cooper Energy (ASX: COE).
https://www.youtube.com/watch?v=j30UIie4eAI
31 March 2022 - John So on Stockhead: Which ASX battery metals stocks are best when it comes to buying into the EV boom?
9 March 2022 - Tom Lambeth on MoneyTalks: Supply shortages, EV demand and the world’s green-energy transition keeps resources burning
10 February 2022 - John So takes a look at ASX-listed companies that will benefit from the rising oil and gas prices
9 February 2022 - John So explains the difficulties facing gold companies transitioning from explorers to producers
23 December 2021 - Tom Lambeth on Livewire, Animoca Brands: a diversified bet on web 3.0
https://www.livewiremarkets.com/wires/animoca-brands-a-diversified-bet-on-web-3-0
17 December 2021 - It’s all about electric vehicles and the upstream lithium sector, John So on MoneyTalks
20 October 2021 - Tom Lambeth writes about Banxa, a payments gateway and infrastructure company for digital currencies, on Livewire
https://www.livewiremarkets.com/wires/banxa-growth-value-or-both
20 October 2021 - John So shares his gold outlook and two picks in the sector with Stockhead
4 October 2021 - Tom Lambeth gives an interview with auzbiz on cryptocurrency-exposed equity opportunities
https://www.ausbiz.com.au/media/a-bitcoin-pure-play-for-your-portfolio-?videoId=15423
1 October 2021 - Money Talks: John So says these are the travel, retail, and energy stocks to keep an eye on as trade reopens
30 September 2021 - Tom Lambeth with the Australian Financial Review
The fully funded lithium player the market is yet to discover.
16 July 2021 - Interview with Rob Pizzichetta from Morgans
https://vimeo.com/575694055?embed_email_provider=gmail
05 July 2021 - Three stocks for a diverse portfolio
Tom Lambeth from VP Capital analyses three stocks for your portfolio from three different sectors. Among them is Banxa, the Australian crypto gateway listed overseas.
https://www.ausbiz.com.au/media/three-stocks-for-a-diverse-portfolio?videoId=11888
02 June 2021 - Interview with the Asian Executive Magazine
John So shares VP Capital’s recent performance and its market outlook.
31 May 2021 - Tom Lambeth lending a hand on three stock picks on ausbiz
Tom Lambeth from VP Capital has three lenders for your portfolio, Humm Group (HUM), Prospa (PGL) and Cash Converters (CCV).
https://www.ausbiz.com.au/media/tom-lending-a-hand-on-three-stock-picks-?videoId=10689
11 May 2021 - Tom Lambeth with Chris Judd discuss Business Loan Specialist, Prospa (ASX: PGL)
In this episode of Talk Ya Book, we’re joined by co-founder and Portfolio Manager of VP Capital, Tom Lambeth. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and he joins us today to discuss Business Loan Specialist, Prospa (ASX: PGL).
06 May 2021 - MoneyTalks: Here are a few stocks playing into post-COVID investment trends and with ‘free options’
John So shares his views with Stockhead on the latest investment trends and some potential investment ideas.
06 April 2021 - Three tasty buys in the retail food space
Tom Lambeth from VP Capital takes us through three stocks he is liking in the consumer space. Retail Food Group, Collins Foods and Freedom Foods in focus.
https://www.ausbiz.com.au/media/three-tasty-buys-in-the-retail-food-space?videoId=8771
11 November 2020 - Tom Lambeth with Chris Judd discuss the portfolio construction strategies
Tom Lambeth is this week’s guest for Masters of the Market. Tom is a co-founder and portfolio manager at VP Capital. His stock picks and market insights have earned him a regular spot on the Talk Ya Book series and we take this opportunity to discuss the portfolio construction strategies of his fund.
19 October 2020 - VP Capital with The Australian Financial Review
Tom Lambeth and John So take a rigorous approach to valuation with the improvisational attitude of a start-up. Their VP Capital returned 31.2 per cent in 2019-20.
23 September 2020 - Cycle out of tech into Senex
Tom Lambeth from VP Capital is cycling out of technology and putting his cash into more traditional businesses, such as Senex Energy.
https://www.ausbiz.com.au/media/cycle-out-of-tech-into-senex-?videoId=4335
4 August 2020 - Tom Lambeth with Chris Judd talking about VP’s stock ideas
Tom Lambeth from VP Capital back on Talk Ya Book after his last appearance when he spoke about The Reject Shop before its meteoric share price appreciation. Tonight he talks through another ASX small-cap, Jumbo Interactive, that he feels has a strong economic moat and the potential for big returns. $ASX $JIN
24 July 2020 - VP Capital's view on the financial markets with The Asian Executive
VP Capital with The Asian Executive
5 May 2020 - Tom Lambeth spoke with Chris Judd about his views on the economy and equities opportunities
In this episode of Talk Ya Book, proudly presented by Honan (https://honan.com.au), Chris Judd is joined by Tom Lambeth. Tom is a rising star of the Aussie Funds Management scene, his fund VP Capital is a long/short fund. Tom is an exceptionally clear thinker with an ability to make complex ideas simple and easy to follow. Tune in to hear the full chat!