#108 - End of Year Predictions! Plus Genex Power, Ethical Investing & Dusk

Baby Giants Investing

English - December 14, 2023 20:00 - 49 minutes - 33.8 MB - ★★★★★ - 1 rating
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Previous Episode: #107 - Munger Quotes, Vmoto, Rectifier Technologies, Mesoblast & HighCom

Next Episode: #109: We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!

Andrew, 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

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0:34 - Good News
3:47 - AI product market fit
8:01 - Foreign investment in China turns negative
10:53 - End of year predictions
21:53 - Genex Power (ASX: GNX)
30:43 - ESG fund flows reversing and ethical investing
38:14 - Dusk Group (ASX: DSK)
45:26 - Retail
47:18 - Adairs (ASX: ADH)
48:08 - Michael Hill International (ASX:MHJ)
48:30 - Thanks for a great year!