Baby Giants Investing
128 episodes - English - Latest episode: 12 days ago - ★★★★★ - 1 ratingJoin us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. (Intro music by Skilsel)
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Episodes
#120 - Polynovo, Inoviq, Cettire & Doomsday Investing
April 11, 2024 21:00 - 53 minutes - 36.7 MBAndrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, they delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 4:30 - Polynovo (ASX: PNV) 13:22 - Inoviq (ASX: IIQ) 15:11 - SDI (ASX: SDI) & David Williams 17:09 - Investors worth fol...
#119 - Smartpay, Weebit Nano, Cogstate, Dicker Data
April 04, 2024 20:00 - 47 minutes - 32.8 MBAndrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 7:35 - Smartpay Holdings (ASX: SMP) 16:36 - Weebit Nano (ASX: WBT) 26:12 - Cogstate (ASX: CGS) 30:58 - Dicker Data (ASX: DDR) 42:08 - NDIS new job creation 44:40 - Gratitude
#118 - Adrad, Dubber CEO Travel Ban, Xref & Cettire
March 28, 2024 20:00 - 51 minutes - 35.1 MBAndrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:13 - Good News 10:09 - The Reinhart-Rogoff error 12:56 - Macro News 14:36 - Adrad Holdings (ASX: AHL) 26:02 - Vaclav Smil and Net Zero 36:06 - Dubber Corporation (...
#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing
March 21, 2024 20:00 - 53 minutes - 36.7 MBAndrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:32 - Macro - inflation & deficits 10:18 - ImExHS (ASX: IME) 16:36 - Companies accommodating to analysts and the market 19:14 - RPMGlobal Holdings (ASX: RUL) 30:57 - DCFs 35:00 - ...
#116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover
March 14, 2024 20:00 - 49 minutes - 34.3 MBAndrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 4:20 - Possible TikTok ban in the US 16:12 - Claude AI 27:40 - ASX AI opportunities? 30:08 - Nextdc (ASX: NXT) 31:47 - Bitcoin energy consumption 38:06 - The ener...
#115 - Dubber, Eroad's Dual CEOs, Cleanspace Holdings
March 07, 2024 20:00 - 51 minutes - 35.2 MBAndrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 4:46 - Your question: quality companies leaving the ASX? 11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC) 25:59 - Claude's idea 31:08 - Eroad's (ASX: ERD) d...
#114 - Mcgrath, Objective Corporation, JB Hi-Fi & Close The Loop
February 29, 2024 20:00 - 48 minutes - 33.1 MBAndrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 7:04 - Inflation 18:09 - Mcgrath (ASX: MEA) 22:33 - Objective Corporation (ASX: OCL) 32:15 - JB Hi-Fi (ASX: JBH) 38:54 - Close The Loop (ASX: CLG)
#113 - Stealth Group Holdings, Austco Healthcare, XRF Scientific, Woolworths Interview
February 22, 2024 20:00 - 37 minutes - 26.1 MBAndrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 6:06 - Stealth Group Holdings (ASX: SGI) 9:35 - Austco Healthcare (ASX: AHC) 12:56 - XRF Scientific (ASX: XRF) 18:34 - Global economies and employment 26:00 - ...
#112 - Your Questions: Uranium & Boss Energy, Ava Risk Group, Volpara & Ansarada
February 15, 2024 20:00 - 48 minutes - 33.7 MBAndrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:18 - Good News 5:48 - Boss Energy (ASX: BOE) and uranium 16:42 - Macro - inflation, interest rates, Trump 29...
#111 - Nick Scali, Pureprofile, Playside Studios, Janison
February 08, 2024 20:00 - 46 minutes - 32.2 MBAndrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 2:20 - Nick Scali (ASX: NCK) 13:09 - Pureprofile (ASX: PPL) 21:44 - Adacel Technologies (ASX: ADA) 27:06 - Playside Studios (ASX: PLY) 34:58 - Janison Educ...
#110: Nanosonics, Keypath Education, Retail Food Group
February 01, 2024 11:00 - 49 minutes - 34.2 MBMatt Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
#110 - Nanosonics, Keypath Education, Retail Food Group
February 01, 2024 11:00 - 49 minutes - 34.2 MBMatt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
#109: We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!
January 26, 2024 01:00 - 1 hour - 46.1 MBMatt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024 Follow us on Twitter: @BabyGiantsPod
#109 - We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!
January 26, 2024 01:00 - 1 hour - 46.1 MBMatt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024 Follow us on Twitter: @BabyGiantsPod
#108 - End of Year Predictions! Plus Genex Power, Ethical Investing & Dusk
December 14, 2023 20:00 - 49 minutes - 33.8 MBAndrew, Matt, and Claude discuss the product market fit for AI, foreign investment turning negative in China, their end of year predictions, plus Genex Power and ESG fund flows and ethical investing. As well as Dusk Group and retail investing more broadly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:34 - Good News 3:47 - AI product market fit 8:01 - Foreign investment in China turns negative 10:53 - End o...
#107 - Munger Quotes, Vmoto, Rectifier Technologies, Mesoblast & HighCom
December 07, 2023 20:00 - 45 minutes - 31.2 MBAndrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK). Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:35 - Good News 11:47 - Favourite Munger Quotes 16:17 - Owners Earnings 22:58 - Your Question: Tracking Capital Raises 25:24 - Your Qu...
#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay
November 30, 2023 20:00 - 52 minutes - 36.1 MBAndrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:34 - Good News 4:52 - Economic Indicators 6:05 - Retail 11:39 - Collins Foods (ASX: CKF) 13:...
#105 - Volpara, Housing Affordability, OpenAI Drama
November 23, 2023 20:00 - 45 minutes - 31.2 MBAndrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:55 - Good News (sort of) 7:48 - Good News 12:35 - OpenAI and Sam Altman drama 27:28 - Volpara Health Technologies (ASX: VHT) 40:08 - Pro M...
#104 - Catapult Group, RPMGlobal, OFX Group, & DGL Group
November 16, 2023 20:00 - 43 minutes - 29.8 MBAndrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:43 - Good News - Carbon Storage 4:42 - Good News - Neuralink 7:35 - Good News - Cocaine Vaccine 9:05 - Good News - AI/ChatGP...
#103 - Alcidion, Wispir + Your Questions (Bapcor & HiTech Group)
November 09, 2023 20:00 - 52 minutes - 36.4 MBAndrew, Matt, and Claude discuss Alcidion's cap raise, Whispir's bid and ASX takeovers, as well as answering your questions on Bapcor and HiTech Group, plus some macro views. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 1:36 - Alcidion Group (ASX: ALC) cap raise 16:04 - Whispir (ASX: WSP) takeover offer 20:54 - ASX takeovers 28:07 - Hipages Group Holdings (ASX: HPG) 28:36 - Camplify Holdin...
#102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)
November 02, 2023 20:00 - 50 minutes - 34.8 MBIf the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 1:44 - 8Common (ASX: 8CO) 5:24 - ...
#101 - CPI Figures, Damstra, Whispir, Credit Clear & Credit Corp
October 26, 2023 20:00 - 41 minutes - 28.6 MBAndrew, Matt, and Claude discuss the latest CPI figures, small-cap takeovers including Damstra, as well as news and thoughts on Whispir, Credit Clear, Credit Corp, Cettire and Ava Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good News 1:31 - CPI Figures 12:30 - Takeovers 12:54 - Damstra Holdings (ASX: DTC) 21:27 - Bravura Solutions (ASX: BVS) 21:55 - Alcidion Group (ASX: ALC) 24:30 - Stra...
#100 - Jumbo Interactive, Xtek, Dropsuite & Howard Marks
October 19, 2023 20:00 - 55 minutes - 38.2 MBAndrew, Matt, and Claude engage in a conversation covering a range of topics, including Howard Marks' latest memo, Livetiles, Jumbo Interactive, Xtek and the ongoing geopolitical turmoil, and Dropsuite's latest results. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 7:22 - Howard Marks latest memo 20:15 - Livetiles (ASX: LVT) 24:58 - Jumbo Interactive (ASX: JIN) 37:56 - Xtek (ASX: XTE) 49:15 -...
#99 - Prophecy International, RPMGlobal, Electro Optic Systems & Advance Zinctek
October 12, 2023 20:00 - 35 minutes - 24.5 MBAndrew, Matt and Claude engage in a lively conversation about AI developments and use cases. They also discuss Prophecy International and Chrysos, as well as some small cap news from RPMGlobal, Electro Optic Systems and Advance Zinctek. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good news 11:27 - Prophecy International Holdings (ASX:PRO) 24:15 - RPMGlobal Holdings (ASX:RUL) 25:19 - Electro Optic Sys...
#98 - Beforepay Group, Enero Group, Emvision Medical Devices & Bond Yields
October 05, 2023 20:00 - 45 minutes - 31.1 MBAndrew and Matt discuss progress with the metaverse, Michael Lewis defending SBF, Beforepay Group, your question about Enero Group, as well as Emvision Medical Devices, plus bond yields and the USD. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:40 - Good News - metaverse progress 10:25 - Michael Lewis defends SBF 13:19 - Beforepay Group (ASX: B4P) 19:31 - Enero Group (ASX:EGG) 28:42 - Emvision Medical Devic...
#97 - Supply Network, Siteminder, & Pro Medicus' New Contract
September 28, 2023 21:00 - 45 minutes - 31.1 MBAndrew, Matt, and Claude discuss Australia's property market and how to fix it, plus Pro Medicus winning its largest contract to date, as well as Supply Network and Siteminder. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:36 - Good News 2:35 - Property 13:16 - Pro Medicus (ASX: PME) wins its largest contract to date 15:20 - Supply Network (ASX: SNL) 30:19 - Siteminder (ASX: SDR) 38:51 - Market Chat/Propert...
#96 - Beam Communications, Resmed & Small Cap Takeovers (Cirrus Networks, Eroad, Infomedia)
September 21, 2023 21:00 - 53 minutes - 36.6 MBAndrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:19 - Good News 5:59 - Beam Communications Holdings (ASX: BCC) 17:...
#95 - Genex Power, Medadvisor & Super Dominating the Market
September 14, 2023 21:00 - 30 minutes - 20.7 MBMatt and Claude cover renewable player Genex Power, Jeremy Grantham's view on the market, super dominating the market and the opportunities that presents and whether there is a bubble in passive investing, a long with Medadvisor. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:57 - Good News 3:25 - Genex Power (ASX: GNX) 7:15 - Live Wire Live 8:19 - Jeremy Grantham 11:55 - Super dominating the market 15:11 ...
#94 - Investment Resources + Step One Clothing, Dropsuite & LaserBond
September 07, 2023 21:00 - 45 minutes - 31.4 MBAndrew, Matt and Claude chat Alan Joyce's departure from Qantas, and answer your question about investing resources, and finishing off by covering Step One Clothing, Dropsuite and LaserBond. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 3:56 - Alan Joyce departs Qantas 9:15 - Your Question: Investing resources? 24:23 - Step One Clothing (ASX: STP) 33:17 - Dropsuite (ASX: DSE) 40:52 - LaserBo...
#93 - Earnings Season Continues! Appen, Jumbo Interactive, DroneShield, Vitura, AVA Risk Group
August 31, 2023 21:00 - 37 minutes - 26 MBAndrew and Matt continue to tackle a busy earnings season with results and thoughts regarding Appen, Jumbo Interactive, Qantas Airways, DroneShield, Vitura Health, and AVA Risk Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 5:22 - Appen (ASX: APX) 11:42 - Jumbo Interactive (ASX: JIN) 16:12 - Qantas Airways (ASX: QAN) 21:37 - DroneShield (ASX: DRO) 29:36 - Vitura Health (ASX:VIT) 34:46 -...
#92 - Earnings Season! Objective Corp, Enivrosuite, Audinate, Data#3, & ARB Corp
August 24, 2023 21:00 - 35 minutes - 24.6 MBAndrew and Matt chat companies results and thoughts from a busy earnings season including: Envirosuite, Objective Corporation, Audinate, Data#3, and ARB Corporation. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 4:06 - Envirosuite (ASX: EVS) 12:08 - Objective Corporation (ASX: OCL) 18:25 - Audinate Group (ASX: AD8) 22:04 - Data#3 (ASX: DTL) 23:47 - ARB Corporation (ASX: ARB) 31:32 - Ear...
#91 - JB Hi-Fi, Nick Scali, Stealth Global, Kelly Partners & Pointerra
August 17, 2023 21:00 - 39 minutes - 27.3 MBAndrew and Matt discuss macro news from China, results from JB Hi-Fi, Nick Scali, Temple & Webster, Stealth Global and Pro Medicus. As well as Qoria reaching $100m in ARR, Kelly Partners undertaking a strategic review and Pointerra raising capital. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:18 - Good News 5:21 - Macro China 12:04 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK) 19:57 - Temple & Webster ...
#90 - Redbubble, Australian Ethical Investment & Ansarada
August 10, 2023 21:00 - 40 minutes - 27.6 MBAndrew, Matt, and Claude discuss some interesting macro points from Commonwealth Bank's results and Charter Hall Long WALE REIT. Plus good news from Redbubble, Australian Ethical Investment & Ansarada. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:45 - Good News 5:15 - Commonwealth Bank of Australia (ASX: CBA) 16:32 - Charter Hall Long WALE REIT (ASX: CLW) 20:44 - Redbubble (ASX: RBL) 25:46 - Australian E...
#89 - Pointerra, Helloworld, DroneShield + Room-Temp Superconductors
August 03, 2023 21:00 - 38 minutes - 26.1 MBAndrew, Matt, and Claude cover room-temperature superconductors and the potential implications, as well as news from Pointerra, Helloworld Travel, and DroneShield and aspirational targets. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:59 - Room-temperature superconductor 12:03 - Pointerra (ASX: 3DP) 23:32 - Helloworld Travel (ASX: HLO) 26:09 - DroneShield (ASX: DRO) 34:50 - Aspirational targets
#88 - Archtis, Worldcoin/AI Agents, Ava Risk Group, Catapult & Volpara
July 27, 2023 21:00 - 46 minutes - 32.3 MBAndrew, Matt, and Claude cover Archtis, Twitter changing to X, the dystopian Worldcoin and AI agents, latest results from Ava Risk Group, Catapult, and Volpara's changing metrics, as well as vacant office space. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:48 - Good news 1:22 - Cogstate (ASX: CGS) 2:12 - Archtis (ASX: AR9) 9:58 - Twitter/X 12:31 - Worldcoin/AI Agents 26:10 - Ava Risk Group (ASX: AVA...
#87 - When to sell a stock? + Plenti Group, Vysarn, & Australian Ethical Investment
July 20, 2023 21:00 - 48 minutes - 33.1 MBAndrew, Matt, and Claude cover doomsday prepping and hedging, the age-old quandary of when to sell stocks, working from home, and small-cap good news featuring: Plenti Group, Vysarn, and Australian Ethical Investment. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:41 - Good News 5:54 - Doomsday Prepping 13:36 - Hedging 15:22 - The art of selling 31:02 - Working from home 42:29 - Small Cap Good News: Pl...
#86 - Your Requests: Qoria, Damstra, & Alcidion + Twitter vs. Threads
July 13, 2023 21:00 - 54 minutes - 37.3 MBAndrew, Matt, and Claude discuss your requests including: Qoria, Damstra Holdings, and Alcidion. Plus the lads chat Twitter vs Threads, and small-cap good news including: Volpara Health Technologies and Kip McGrath Education Centres. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 5:21 - CRISPR 10:05 - Claude 2 and ChatGPT 16:27 - Qoria (ASX: QOR) 24:38 - Damstra Holdings (ASX: DTC) 29:58...
#85 - Your Suggestions: Biases, Latrobe Magnesium and Pre-Revenue Companies, ikeGPS & PainChek
July 06, 2023 21:00 - 52 minutes - 36.3 MBAndrew, Matt, and Claude answer your questions including: biases (anchoring and confirmation), Latrobe Magnesium and pre-revenue companies, ikeGPS Group and PainChek. As well as small-cap good news ( Prophecy International, DroneShield, Dropsuite, Mach7 Technologies), and Andrew's dream of owning a donut van and property. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:43 - Good news 5:59 - Biases - Anchori...
#84 - Collins Foods & Index Inclusions ft. McMillan Shakespeare, Hansen Technologies, & Codan
June 29, 2023 21:00 - 43 minutes - 30.2 MBJoin Andrew, Matt, and Claude as they discuss Collins Foods, Wagner's Prigozhin Russian Coup, Twiggy Forrest's foray into hydrogen, catch some small cap good news (Bailador Technology Investments and SRG Global) as well as the the latest CPI figures and index inclusions featuring (McMillan Shakespeare Hansen Technologies, and Codan ). Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://youtu.be/ePm3gqrILpw ----- 0:40 - Good News 3:28 - Collins Foods (ASX: CKF) 9:02 - ...
#83 - Retailers (Best & Less, City Chic, Cettire), Environmental Group, Small Cap Good News & Iress
June 22, 2023 21:00 - 53 minutes - 36.5 MBAndrew, Matt, and Claude cover various topics, including the retail landscape (Best & Less, City Chic, Universal Store, Cettire, and Temple & Webster). They also delve into recession risk and immigration, Environmental Group, small-cap good news (Vysarn, Austco Healthcare, and EDU Holdings), and discuss Iress. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:39 - Good News 7:42 - Retail Environment - David Jone...
#82 - Limeade Acquired, LGI, Tax Loss Selling (Envirosuite, Fiducian Group, & Advance Zinctek)
June 15, 2023 21:00 - 51 minutes - 35.6 MBAndrew, Matt and Claude chat WebMD's acquisition of Limeade at a 325% premium, recapitalisations, LGI, and tax loss selling including: Envirosuite, Fiducian Group, and Advance Zinctek. Follow us on Twitter: @BabyGiantsPod ----- 0:53 - Good News 5:52 - Limeade (ASX: LME) acquired by WebMD at a 325% premium 21:08 - Recapitalisations 22:16 - Altium Limited (ASX: ALU) 25:28 - LGI (ASX: LGI) 39:17 - Tax loss selling 41:39 - Tax loss selling: Envirosuite (ASX: EVS) 43:48 - Tax loss selli...
#81 - EBOS Group & Sigma Healthcare, Volpara Health Technologies, & Apple's Vision Pro
June 08, 2023 21:00 - 42 minutes - 29.1 MBAndrew, Matt and Claude discuss Apple's new product the Vision Pro, the SEC suing Binance, EBOS Group and Sigma Healthcare's contract with Chemist Warehouse, and Volpara Health Technologies. Follow us on Twitter: @BabyGiantsPod ----- 0:39 - Good News 1:41 - Apple's Vision Pro 17:12 - SEC sues Binance 19:58 - EBOS Group (ASX: EBO) & Sigma Healthcare (ASX: SIG) 32:20 - RBA raises target cash rate to 4.1 per cent 33:06 - Volpara Health Technologies (ASX: VHT)
#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing
June 01, 2023 21:00 - 51 minutes - 35.7 MBAndrew, Matt and Claude discuss housing supply and the risk of investing in construction companies, as well as talking about distribution companies (Dicker Data, Lindsay Australia, & DGL Group), Incitec Pivot, and the role of luck in investing. Follow us on Twitter: @BabyGiantsPod ----- 0:50 - Good News 3:35 - NVIDIA Corporation (NASDAQ: NVDA) 7:20 - Housing Market/Building Approvals 7:39 - Big River Industries Ltd (ASX: BRI) 8:23 - Hipages Group Holdings Ltd (ASX: HPG) 17:57 - Johns Lyng ...
#79 - BNPL Regulated & Results: Xero, Catapult, Eroad, & Webjet
May 25, 2023 21:00 - 53 minutes - 37.1 MBAndrew, Matt and Claude discuss the US debt ceiling, Australia's BNPL regulation, as well as the latest results from Xero, Catapult, Eroad, and Webjet. Follow us on Twitter: @BabyGiantsPod ----- 0:42 - Good news 3:39 - US debt ceiling 5:30 - BNPL regulated 12:38 - Xero Limited (ASX: XRO) 26:29 - Catapult Group International Ltd (ASX: CAT) 36:04 - Eroad Ltd (ASX: ERD) 47:15 -Webjet Limited (ASX: WEB)
#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches
May 18, 2023 21:00 - 56 minutes - 38.7 MBAndrew, Matt and Claude chat self-driving taxis, Druckenmiller's latest speeches, inflation, the US debt ceiling, and the small-cap telco sector with Superloop, Aussie Broadband, and Symbio Holdings. Follow us on Twitter: @BabyGiantsPod ----- 0:41 - Good News 7:20 - Self-driving taxis 13:14 - Druckenmiller 29:15 - Positioning for the economic environment 32:11 - Woolworths Group Ltd (ASX: WOW) 34:54 - Inflation 38:38 - Telco sector 39:56 - Superloop Ltd (ASX: SLC) 42:50 - Aussie Broadband L...
#77 - The Budget, Berkshire, Redbubble, SRG Global, Dicker Data, Bubs Australia CEO Terminated
May 11, 2023 21:00 - 46 minutes - 32.3 MBAndrew, Matt and Claude discuss the Australian budget, Berkshire Hathaway Annual meeting, Redbubble, SRG Global, Dicker Data, and Bubs Australia CEO and co-founder ousted by the board. Follow us on Twitter: @BabyGiantsPod ----- 0:39 - Good News 2:41 - Federal Budget 15:25 - Berkshire Meeting 26:37 - Redbubble (ASX: RBL) 37:45 - SRG Global (ASX: SRG) 40:11 - Dicker Data (ASX: DDR) 43:32 - Bubs Australia (ASX: BUB) CEO Termination
#76 - Reality-Based Investing, Vaping Ban & Investment Ethics, Kip McGrath Education Centres, & Propel Funeral Partners
May 04, 2023 21:00 - 48 minutes - 33.6 MBAndrew, Matt and Claude cover a range of topics impacting the investment world. Starting with the upcoming Berkshire Hathaway Annual Meeting, the $1m Bitcoin bet conceded by Balaji. From there, they examine the importance of investing in reality as it is, not as it should be, and explore the ethics of investing amidst a vaping ban and the RBA rate rise. As well as diving into Kip McGrath Education Centres and Propel Funeral Partners. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Berkshi...
#75 - Weebit Nano, Ava Risk Group, Auto-GPT, Commercial Real Estate, Defence Review, & Lagarde
April 27, 2023 21:00 - 51 minutes - 35.5 MBAndrew and Matt discuss Auto-GPT, Weebit Nano, a potential commercial real estate crisis, Ava Risk Group, Australia's Defence Strategic Review, and ECB President Christine Lagarde's speech and central banks. Follow us on Twitter: @BabyGiantsPod ----- 0:51 - Good news 5:50 - Auto-GPT 19:00 - Weebit Nano Ltd (ASX: WBT) 29:05 - Commercial real estate 35:42 - Ava Risk Group Ltd (ASX: AVA) 38:11 - Defence Strategic Review 44:12 - ECB President Christine Lagarde's speech
#74 - Your Suggestions: EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings & Clean Teq Water
April 20, 2023 21:00 - 52 minutes - 35.8 MBAndrew and Claude discuss your suggestions with EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings and Clean Teq Water, and also chat Apple's new savings account and small cap liquidity. Follow us on Twitter: @BabyGiantsPod ----- 0:49 - Good News 3:35 - Apple launches its savings account 14:53 - EML Payments Ltd (ASX: EML) 22:18 - Smartpay Holdings Ltd (ASX: SMP)) 28:00 - Connexion Telematics Ltd (ASX: CXZ) 31:14 - Liquidity 38:07 - Beamtree Holdings Ltd (ASX: BMT) 43...
#73 - The Pathology Providers (Australian Clinical Labs, Sonic Healthcare, & Healius) & MilkRun shuts down
April 13, 2023 21:00 - 44 minutes - 30.6 MBAndrew, Matt and Claude chat MilkRun closing its doors and the difficulties of competing against the likes of Woolworths, as well as discussing the ASX pathology providers with Australian Clinincal Labs, Sonic Healthcare, and Healius. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News 5:12 - Elon and Twitter 9:05 - MilkRun shuts down 16:00 - Competing against Woolworths Group (ASX: WOW) 20:47 - Marley Spoon SE (ASX: MMM) 22:15 - Pathology Providers (Australian Clinical Labs, Sonic...