#124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree

Baby Giants Investing

English - May 16, 2024 21:00 - 55 minutes - 38.2 MB - ★★★★★ - 1 rating
Investing Business Entrepreneurship Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek

Next Episode: #125 - Aroa Biosurgery, Environmental Group, TechnologyOne

Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree.

Follow us on Twitter: @BabyGiantsPod

Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
-----
1:08 - Good News
7:51 - US Tariffs on Chinese EVs
16:52 - Bapcor (ASX: BAP) & Consultants
22:20 - Retail Food Group (ASX: RFG)
26:06 - Perpetual (ASX: PPT)
35:00 - PSC Insurance Group (ASX: PSI) & Insurance Broking
46:39 - Beamtree Holdings (ASX: BMT)
51:43 - Small Cap Takeovers