#103 - Alcidion, Wispir + Your Questions (Bapcor & HiTech Group)

Baby Giants Investing

English - November 09, 2023 20:00 - 52 minutes - 36.4 MB - ★★★★★ - 1 rating
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Previous Episode: #102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)

Next Episode: #104 - Catapult Group, RPMGlobal, OFX Group, & DGL Group

Andrew, 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.

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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g

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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 Holdings (ASX: CHL)
29:17 - Airtasker (ASX: ART)
30:08 - Profitability inflection point
32:28 - Bapcor (ASX: BAP)
34:51 - Acquisitions
38:08 - HiTech Group Australia (ASX:HIT)
42:58 - Macro views