#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

Baby Giants Investing

English - March 21, 2024 20:00 - 53 minutes - 36.7 MB - ★★★★★ - 1 rating
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Previous Episode: #116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover

Next Episode: #118 - Adrad, Dubber CEO Travel Ban, Xref & Cettire

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors.

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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 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude