#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing

Baby Giants Investing

English - June 01, 2023 21:00 - 51 minutes - 35.7 MB - ★★★★★ - 1 rating
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Previous Episode: #79 - BNPL Regulated & Results: Xero, Catapult, Eroad, & Webjet

Next Episode: #81 - EBOS Group & Sigma Healthcare, Volpara Health Technologies, & Apple's Vision Pro

Andrew, Matt and Claude discuss housing supply and the risk of investing in construction companies, as well as talking about distribution companies (Dicker Data, Lindsay Australia, & DGL Group), Incitec Pivot, and the role of luck in investing.

Follow us on Twitter: @BabyGiantsPod
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0:50 - Good News
3:35 - NVIDIA Corporation (NASDAQ: NVDA)
7:20 - Housing Market/Building Approvals
7:39 - Big River Industries Ltd (ASX: BRI)
8:23 - Hipages Group Holdings Ltd (ASX: HPG)
17:57 - Johns Lyng Group Ltd (ASX: JLG)
18:28 - Buffett and Inflation
19:28 - Capex shortage
22:12 - Data#3 Limited (ASX: DTL)
25:02 - Construction Companies
27:38 - Distribution Companies - Dicker Data (ASX: DDR), Lindsay Australia Ltd (ASX: LAU), DGL Group (ASX: DGL)
28:53 - Incitec Pivot Ltd (ASX: IPL)
30:30 - The Role of Luck in Investing