#96 - Beam Communications, Resmed & Small Cap Takeovers (Cirrus Networks, Eroad, Infomedia)

Baby Giants Investing

English - September 21, 2023 21:00 - 53 minutes - 36.6 MB - ★★★★★ - 1 rating
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Previous Episode: #95 - Genex Power, Medadvisor & Super Dominating the Market

Next Episode: #97 - Supply Network, Siteminder, & Pro Medicus' New Contract

Andrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate.

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1:19 - Good News
5:59 - Beam Communications Holdings (ASX: BCC)
17:41 - Resmed (ASX: RMD)
33:20 - Small cap takeovers
34:06 - Cirrus Networks Holdings (ASX: CNW)
35:26 - IntelliHR
36:31 - Eroad Ltd (ASX: ERD)
38:08 - Altium (ASX: ALU)
43:16 - BWX (ASX: BWX)
45:09 - Infomedia (ASX: IFM)
49:33 - CogState (ASX: CGS)