#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches

Baby Giants Investing

English - May 18, 2023 21:00 - 56 minutes - 38.7 MB - ★★★★★ - 1 rating
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Previous Episode: #77 - The Budget, Berkshire, Redbubble, SRG Global, Dicker Data, Bubs Australia CEO Terminated

Next Episode: #79 - BNPL Regulated & Results: Xero, Catapult, Eroad, & Webjet

Andrew, Matt and Claude chat self-driving taxis, Druckenmiller's latest speeches, inflation, the US debt ceiling, and the small-cap telco sector with Superloop, Aussie Broadband, and Symbio Holdings.

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0:41 - Good News
7:20 - Self-driving taxis
13:14 - Druckenmiller
29:15 - Positioning for the economic environment
32:11 - Woolworths Group Ltd (ASX: WOW)
34:54 - Inflation
38:38 - Telco sector
39:56 - Superloop Ltd (ASX: SLC)
42:50 - Aussie Broadband Ltd (ASX: ABB)
48:55 - Symbio Holdings Ltd (ASX: SYM)
52:06 - US debt ceiling