#125 - Aroa Biosurgery, Environmental Group, TechnologyOne

Baby Giants Investing

English - May 23, 2024 21:00 - 46 minutes - 31.6 MB - ★★★★★ - 1 rating
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Previous Episode: #124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree

Andrew, Matt, and Claude discuss the Environmental Group, Aroa Biosurgery and the other listed wound care businesses, before finishing off with a discussion on TechnologyOne.

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1:07 - Good News
11:20 - Environmental Group (ASX: EGL)
20:28 - Aroa Biosurgery (ASX: ARX)
32:58 - Inferior product, but superior business - Domino's Pizza Enterprises (ASX: DMP)
34:48 - TechnologyOne (ASX: TNE)