Baby Giants Investing
133 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 1 ratingJoin us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. (Intro music by Skilsel)
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Episodes
#77 - The Budget, Berkshire, Redbubble, SRG Global, Dicker Data, Bubs Australia CEO Terminated
May 11, 2023 21:00 - 46 minutes - 32.3 MBAndrew, Matt and Claude discuss the Australian budget, Berkshire Hathaway Annual meeting, Redbubble, SRG Global, Dicker Data, and Bubs Australia CEO and co-founder ousted by the board. Follow us on Twitter: @BabyGiantsPod ----- 0:39 - Good News 2:41 - Federal Budget 15:25 - Berkshire Meeting 26:37 - Redbubble (ASX: RBL) 37:45 - SRG Global (ASX: SRG) 40:11 - Dicker Data (ASX: DDR) 43:32 - Bubs Australia (ASX: BUB) CEO Termination
#76 - Reality-Based Investing, Vaping Ban & Investment Ethics, Kip McGrath Education Centres, & Propel Funeral Partners
May 04, 2023 21:00 - 48 minutes - 33.6 MBAndrew, Matt and Claude cover a range of topics impacting the investment world. Starting with the upcoming Berkshire Hathaway Annual Meeting, the $1m Bitcoin bet conceded by Balaji. From there, they examine the importance of investing in reality as it is, not as it should be, and explore the ethics of investing amidst a vaping ban and the RBA rate rise. As well as diving into Kip McGrath Education Centres and Propel Funeral Partners. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Berkshi...
#75 - Weebit Nano, Ava Risk Group, Auto-GPT, Commercial Real Estate, Defence Review, & Lagarde
April 27, 2023 21:00 - 51 minutes - 35.5 MBAndrew and Matt discuss Auto-GPT, Weebit Nano, a potential commercial real estate crisis, Ava Risk Group, Australia's Defence Strategic Review, and ECB President Christine Lagarde's speech and central banks. Follow us on Twitter: @BabyGiantsPod ----- 0:51 - Good news 5:50 - Auto-GPT 19:00 - Weebit Nano Ltd (ASX: WBT) 29:05 - Commercial real estate 35:42 - Ava Risk Group Ltd (ASX: AVA) 38:11 - Defence Strategic Review 44:12 - ECB President Christine Lagarde's speech
#74 - Your Suggestions: EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings & Clean Teq Water
April 20, 2023 21:00 - 52 minutes - 35.8 MBAndrew and Claude discuss your suggestions with EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings and Clean Teq Water, and also chat Apple's new savings account and small cap liquidity. Follow us on Twitter: @BabyGiantsPod ----- 0:49 - Good News 3:35 - Apple launches its savings account 14:53 - EML Payments Ltd (ASX: EML) 22:18 - Smartpay Holdings Ltd (ASX: SMP)) 28:00 - Connexion Telematics Ltd (ASX: CXZ) 31:14 - Liquidity 38:07 - Beamtree Holdings Ltd (ASX: BMT) 43...
#73 - The Pathology Providers (Australian Clinical Labs, Sonic Healthcare, & Healius) & MilkRun shuts down
April 13, 2023 21:00 - 44 minutes - 30.6 MBAndrew, Matt and Claude chat MilkRun closing its doors and the difficulties of competing against the likes of Woolworths, as well as discussing the ASX pathology providers with Australian Clinincal Labs, Sonic Healthcare, and Healius. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News 5:12 - Elon and Twitter 9:05 - MilkRun shuts down 16:00 - Competing against Woolworths Group (ASX: WOW) 20:47 - Marley Spoon SE (ASX: MMM) 22:15 - Pathology Providers (Australian Clinical Labs, Sonic...
#72 - RBA Pauses Rates & Credit Corp Group
April 06, 2023 21:00 - 54 minutes - 37.6 MBAndrew, Matt and Claude discuss the RBA's decision to pause interest rates, the property market, financial repression, and Credit Corp Group. Follow us on Twitter: @BabyGiantsPod ----- 0:59 - Good News 4:18 - RBA pauses interest rates 6:36 - Gold 10:26 - Property 25:22 - Financial repression and Russell Napier 29:44 - Technology led growth and demographics 33:31 - Trade shortage 36:23 - The defence of capitalism 37:50 - Capital intensive businesses 43:47 - Credit Corp Group (ASX: CCP)
#71 - Weebit Nano, Redbubble's CEO Change, AI and ChatGPT
March 30, 2023 20:00 - 41 minutes - 28.7 MBAndrew, Matt and Claude discuss the latest developments with AI and ChatGPT, they give an update on Weebit Nano's performance, and chat Redbubble's CEO change. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good news: GPT & AI 5:54 - ChatGPT Plugins 10:15 - AI and Jobs 18:18 - Weebit Nano (ASX: WBT) 29:58 - Redbubble (ASX: RBL)
#70 - Banking Crisis, GPT-4, & Whispir
March 23, 2023 20:00 - 55 minutes - 38 MBAndrew, Matt and Claude delve into GPT-4, the recent banking crisis following the events at Silicon Valley Bank and Credit Suisse, Bitcoin's performance throughout, and they also dive into Whispir. Follow us on Twitter: @BabyGiantsPod 1:13 - Good news 8:30 - Banking Crisis - Silicon Valley Bank 28:31 - Banking Crisis - Credit Suisse 32:18 - Banking Crisis - Bitcoin 41:03 - Whispir (ASX: WSP)
#69: Pro Medicus founder Sam Hupert
March 16, 2023 20:00 - 42 minutes - 29.3 MBAndrew, Matt and Claude interview co-founder and CEO of Pro Medicus Sam Hupert. Join them as they dive deeper into Pro Medicus and learn more about its leader. Follow us on Twitter: @BabyGiantsPod ----- 1:03 - Overview of Pro Medicus 3:26 - Capital management 8:39 - Role of luck in the business 11:10 - Signs that a company is in the right place at the right time 14:04 - Deconstructed paths/AI 19:00 - Valuing Pro Medicus and buybacks 20:38 - Potential takeover target 21:59 - Reten...
#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey Norman
March 09, 2023 20:00 - 50 minutes - 34.5 MBAndrew, Matt and Claude chat Tinybeans, company pivots, good vs bad expansion plans, Harvey Norman and sum of the parts theses, and SRG Global and thinking about cyclicals. Follow us on Twitter: @BabyGiantsPod ----- 0:52 - Good News 12:48 - Tinybeans Group (ASX: TNY) 21:56 - Company Pivots - Hills (ASX: HIL) 25:11 - Good vs Bad expansion plans 30:45 - Reverse Corp (ASX: REF) - Delisted 33:53 - Sum of the parts theses 34:37 - Harvey Norman Holdings (ASX: HVN) 37:12 - Cyclicals and ...
#67 - EBOS the underappreciated blue chip, Raiz's foray of folly, XRF Scientific, and getting active in a new regime
March 02, 2023 20:00 - 47 minutes - 33 MBMatt and Claude chat blue chip EBOS being underappreciated, Raiz, XRF Scientific and the mining cycle, and balancing action vs research in investing as we enter a new regime. Follow us on Twitter: @BabyGiantsPod ----- 1:35 - Good News 4:35 - EBOS Group (ASX: EBO) 15:09 - RAIZ Invest (ASX: RZI) 26:55 - XRF Scientific (ASX: XRF) 41:10 - 3D Printed Rocket 41:28 - Balancing action vs research 44:58 - Regime change
#66 - Your Questions Answered (Weebit Nano & Mader), Public Markets vs VC, Adairs, & Carl Icahn
February 23, 2023 20:00 - 46 minutes - 32.2 MBAndrew and Matt answer your questions on Weebit Nano and Mader Group, and chat public markets vs VC, Adairs, and Carl Icahn's encounter with Blockbuster and Netflix. Follow us on Twitter: @BabyGiantsPod ----- 0:48 - Good News 4:53 - Weebit Nano Ltd (ASX: WBT) 14:24 - Public Markets vs Venture Capital 23:11 - Mader Group Ltd (ASX: MAD) 35:48 - Adairs Ltd (ASX: ADH) 42:47 - Carl Icahn, Blockbuster and Netflix
#65 - Earnings Season (Temple & Webster, JB Hi-Fi, Nick Scali, Audinate, Pro Medicus, Mad Paws), Bing vs Google, Aliens or Spy Balloons?
February 16, 2023 20:00 - 48 minutes - 33.6 MBAndrew, Claude & Matt discuss earnings season and retailers (Temple & Webster, JB Hi-Fi, and Nick Scali), as well as recent results from Audinate and Pro Medicus, the AI wars continue with Bing vs Google, aliens and spy balloons in our skies, and Mad Paws. Follow us on Twitter: @BabyGiantsPod ----- 0:36 - Good News 4:03 - (1) Temple & Webster Group Ltd (ASX: TPW) 5:03 - JB Hi-Fi Limited (ASX: JBH) 8:39 - (2) Temple & Webster Group Ltd (ASX: TPW) 11:03 - Nick Scali Limited (ASX: NCK) 13:4...
#64 - Tech giant slowdown and AI wars (Google, Microsoft, Amazon, Meta), Appen, Wage Inflation, Regime Change, & Cettire
February 09, 2023 20:00 - 59 minutes - 40.9 MBAndrew, Claude & Matt chat big tech AI wars (Google, Microsoft, Amazon, Meta), Appen (ASX: APX), the tech giant slow down, wage inflation, central bank errors, a potential regime change, and Cettire (ASX: CTT) Follow us on Twitter: @BabyGiantsPod ----- 1:21 - Good news 3:01 - Andrew's property rant 7:10 - More good news 7:58 - Bad News: 52 million dead chickens 11:16 - Big tech AI wars and future of AI 20:36 - Appen (ASX: APX) 23:27 - Big tech giants slowdown 29:09 - Wage inflation 41:11...
#63 - Mader, DUG Technology, Pointerra, Camplify, AVA Risk, Advance Braking, Douugh
February 02, 2023 23:00 - 59 minutes - 40.9 MBAndrew, Claude & Matt talk Mader Group (ASX: MAD), DUG Technology (ASX:DUG), Pointerra (ASX:3DP), Camplify (ASX:CHL), AVA Risk Group (ASX:AVA), Advance Braking (ASX:ABV), and Doh! (ASX:DOU) Follow us on Twitter: @BabyGiantsPod
#62 - MedAdvisor, Linktree, Doctor Care Anywhere, Beforepay, post Covid trends & Myer
January 25, 2023 05:00 - 50 minutes - 34.7 MBAndrew, Claude & Matt talk MedAdvisor's (ASX: MDR) big quarter, landing page tool Linktree, Doctor Care Anywhere (ASX: DOC), Beforepay (ASX: B4P), post Covid trends & Myer (ASX: MYR). Follow us on Twitter: @BabyGiantsPod ----- 1:23 - Good news 6:26 - Medadvisor (ASX: MDR) 15:01 - Linktree 20:46 - Ansarada (ASX: AND) 21:40 - Doctor Care Anywhere (ASX: DOC) 27:35 - Beforepay (ASX: B4P) 36:00 - Post Covid trends 47:04 - Myer (ASX: MYR)
#61 - Red flags for investors, Hipages, Xero, Redbubble, and Nanosonics
January 19, 2023 05:00 - 53 minutes - 36.6 MBAndrew, Claude, and Matt chat good news, Redbubble (ASX: RBL) revises FY23 guidance, potential red flags for investors, listener predictions, Hipages (ASX: HPG), Xero (ASX: XRO) and Nanosonics (ASX: NAN). Follow us on Twitter: @BabyGiantsPod ----- 01:02 - Good news 08:20 - Redbubble (ASX: RBL) 20:12 - Red flags for investors 39:08 - Listener wild predictions 41:04 - Hipages (ASX: HPG) 46:52 - Xero (ASX: XRO) 52:10 - Nanosonics (ASX: NAN)
#60 - Wild predictions for 2023, Apple's AR/VR headset, Cosol, recession likelyhood & revisting our 2022 forecasts
January 12, 2023 04:00 - 54 minutes - 37.3 MBAndrew, Claude & Matt chat about their wild predictions for 2023, Apple'sAR/VR headset, Cosol (ASX: COS) and ASX IT service providers, likelyhood of a recession & we look back on our 2022 forecasts. Follow us on Twitter: @BabyGiantsPod ----- 03:50 - Apple's AR/VR headset 15:44 - Cosol (ASX: COS) & ASX IT service providers 33:39 - Looming recession 45:05 - Revisitting 2022 forecasts
#59 - ChatGPT goes viral, Elon, Twitter & Tesla, John Huber & the investors edge, Symbio, BWX, City Chic & Alcidion
December 22, 2022 02:00 - 38 minutes - 26.4 MBAndrew, Claude, Matt, & Kev discuss ChatGPT going viral, Claude's take on Elon, Twitter & Tesla, John Huber & the investors edge, Symbio (ASX: SYM), the sell off on BWX (ASX: BWX) & City Chic (ASX: CCX), and the Alcidion market update (ASX: ALC). Follow us on Twitter: @BabyGiantsPod ----- 2:50 - Good news: New space material, ChatGPT & superabundance vs inflation 16:08 - Claude's take on Elon, Twitter & Tesla 24:07 - Kev: John Huber on the investors edge 34:42 - Symbio (ASX: SYM) 36:2...
#58 - Tyro & Bigtincan reject offers, Downer goes down, how to evaluate management incentives, New gas price caps, SDI, Claude’s buy signals, REIT redemptions & a property downspiral
December 14, 2022 22:00 - 55 minutes - 38.3 MBAndrew, Claude, Matt, & Kev chat breakthroughs in Nuclear Fussion , AI glasses, Bigtincan (ASX: BTH) & Tyro (ASX: TYR) reject takeover bids, Downer's stock plunge (ASX: DOW), how to evaluate management incentives, New gas price caps, small cap SDI Ltd (ASX: SDI), Claude’s buy signals, REIT redemptions & a property downspiral. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good news: Fusion Energy, AI smart glasses, Australia's 1st space rocket 11:49 - Bigtincan (ASX: BTH) 12:17 - ...
#57 - AI ChatGPT, Felix, Frontier Digital Ventures, AGM Rapid fire: Bigtincan, LaserBond, Nanonsonics, IPD Group, Supply Network & Andrew & Claude’s lifetime Bitcoin bet
December 07, 2022 22:00 - 55 minutes - 38.1 MBAndrew, Claude, Matt, & Kev talk good news with AI ChatGPT, project procurement smallcap Felix Group, Frontier Digital Ventures' emerging countries marketplaces, Bigtincan, AGM rapidfire with LaserBond, Nanonsonics, IPD Group & Supply Network, while Andrew & Claude make a lifetime Bitcoin bet! Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good news: ChatGPT, Neuralink, Control Bionics (ASX: CBL) 13:33 - Felix Group (ASX: FLX) 20:00 - Frontier Digital Ventures (ASX: FDV) 29:36 - Bigt...
#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App Store
December 01, 2022 01:00 - 58 minutes - 40.5 MBAndrew, Claude, Matt, and Kev chat good news, City Chic & Collins Food share price tumble, Beamtree, Objective Corp, Pro Medicus AGM, listener question on portfolio position sizing, takeaways from legendary investor Ed Thorp, protests in China affecting iPhone supplies, & Elon taking on the App Store. Follow us on Twitter: @BabyGiantsPod ----- 0:46 - Good news: Meta AI, Chatbots trained on GPT-3 6:55 - Pro Medicus AGM wrap (ASX: PME) 12:14 - City Chic (ASX: CCX) 18:10 - Collins Food (ASX...
#55 - Life360, Stock based comp, Cettire's big selldown, Best & Less, Lovisa, Shaver Shop, Top 10 ASX stocks from the past decade, ASX cancels blockchain, New words for 2023, Probability matching, Nearmap & Good Drinks
November 23, 2022 10:00 - 53 minutes - 37 MBAndrew, Matt, and Kev chat good news, Life360 cap raise & Stock based comp, Cettire's big selldown, Retail wrap up with Best & Less, Lovisa & Shaver Shop, Top 10 ASX stocks from the last decade, ASX cancels $250m blockchain project, New words for 2023, Probability matchin, Nearmap & Good Drinks. Follow us on Twitter: @BabyGiantsPod ----- 0:40 - Good news: India's rockets, humans hit 8 billion, controlling iPad with brain implant & dishbrain 7:53 - Life360 (ASX:360) capital raise 9:08 - ...
#54 - MSL Solutions & Origin Energy Takeovers, Xero Results, Whispir Cuts Staff, Aeris Resources
November 17, 2022 20:00 - 46 minutes - 32.1 MBAndrew, Matt, and Claude discuss some good news, schadenfreude and FTX's collapse, the takeover offers for MSL Solutions and Origin Energy, AGL Energy, Xero's results and new CEO, Whispir cutting 30% of its staff, and Claude's foray into mining with Aeris Resources. Follow us on Twitter: @BabyGiantsPod ----- 0:52 - Good News: Moon dust mining; Self-driving car; Flu vaccine; Meta AI protein folding 7:52 - Schadenfreude and the FTX collapse 15:07 - MSL Solutions (ASX: MSL) takeover 20:2...
#53 - The Fed pivot, RBA's Google reviews, Novatti, Lark Distilling, Perpetual, Crypto crash, ASX takeover targets, Marley Spoon & China's baby problem
November 09, 2022 22:00 - 59 minutes - 40.6 MBAndrew, Matt, Kev and Claude chat the Fed pivot, the RBA's Google reviews, Novatti's banking license, Lark Distilling Co's new CEO, Perpetual takeover bid, the latest in Crypto, potential ASX takeover targets, Marley Spoon and China's baby problem. Follow us on Twitter: @BabyGiantsPod ----- 0:40 - Good news: UV-C light 5:38 - The Fed pivot 13:01 - RBA Google reviews 21:43 - Novatti (ASX: NOV) 25:21 - Lark Distilling Co (ASX: LRK) 31:24 - Perpetual (ASX: PPT) 37:14 - Crypto crash ...
#52 - Aussie Tech Takeovers, Meta's Metaverse Bet, Elon & Aussie House Prices
November 03, 2022 20:00 - 48 minutes - 33.5 MBAndrew, Matt and Kev chat Meta's metaverse bet, the US tech stock hammering, China, trade and decoupling, Aussie tech takeovers (Nitro Software, ReadyTech Holdings, Pushpay, & PropTech), Elon becoming the CEO of Twitter, and the RBA and house prices. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Good News: Moon base and augmented reality 2:38 - Meta's (NASDAQ: META) metaverse bet 10:08 - VR and augmented reality 13:47 - China and Taiwan 14:34 - Amazon (NASDAQ: AMZN), Alphabet (NAS...
#51 - ELMO's Takover Offer, Whispir, Codan, Credit Clear, Charlie Munger & Aussie Inflation.
October 27, 2022 20:00 - 53 minutes - 36.8 MBAndrew, Matt, Kev and Claude chat some good news, Xi's third term and Chinese stocks, deglobalisation, Munger's bet on Alibaba, Aussie inflation and the federal budget. As well as Whispir, ELMO's takeover offer, Codan and Credit Clear. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Good News: Photonic Chip 2:18 - Good News: Geothermal 2:46 - Good News: Child poverty reduced 3:07 - Good News: Lab-grown hair follicles 3:41 - Good News: Bison born in UK 4:54 - Chinese stocks and Xi's thi...
#50 - Which info sources can you trust? DroneShield, AF Legal, DropSuite, Australian Ethical, Lab-Grown Brain Cells, Meta & VR.
October 20, 2022 20:00 - 58 minutes - 40 MBAndrew, Matt and Claude chat which info sources you can trust, lab-grown brain cells playing pong, DroneShield, Meta & VR, AF Legal and DropSuite's results, and Australian Ethical Investing quarterly FUM. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News: Jack Dorsey's decentralised social platform 2:32 - Good News: Gas prices and storage 5:47 - Lab-grown brain cells play Pong 8:36 - DroneShield (ASX: DRO) 19:26 - Meta (NASDAQ: META) VR day 27:05 - Investing information sources...
#49 - AI & software 3.0, Appen, Dubber, Cathie Wood's letter to the Fed, Druckenmiller, medical cannabis & GDP stats
October 13, 2022 02:00 - 51 minutes - 35.1 MBAndrew, Matt and Kev chat faster EV charging times, AI & software 3.0, Appen's outlook , Dubber's restatement, Cathie Wood's letter to the Fed, nuggets from Stan Druckenmiller, legal marijuana and GDP stats. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News: Faster EV charging, space mining, DART mission 6:16 - Good News: AI & software 3.0 12:31 - Appen (ASX: APX) 17:22 - Dubber (ASX: DUB) 21:09 - Cathie Wood' letter to the Fed 25:35 - Nuggets from Stan Druckenmiller 39:40 - Le...
#48 - Aussies the worlds richest, the UK's Lehman moment, signs for market bottoms, Credit Suisse, Bigtincan + Livetiles, Zoom2u, the latest on Elon, & Atomos
October 05, 2022 06:00 - 54 minutes - 37.7 MBAndrew, Matt and Claude talk good news with AI video, Australian's topping the global wealth ladder, signs for market bottoms, Credit Suisse, Bigtincan moves on Livetiles, small cap Zoom2u, the latest on Elon, & trouble at Atomos Follow us on Twitter: @BabyGiantsPod ----- 0:44 - Good News: AI generated video 1:41 - Good News: Australian's topping the global wealth ladder 6:15 - The UK's Lehman moment 13:11 - Signs for market bottoms 25:53 - Credit Suisse 28:50 - Bigtincan (ASX: BTH) & Li...
#47 - The Mystery of Money, Eurodollars, Cogstate, Silex Systems, & Family Zone Cyber Safety
September 29, 2022 21:00 - 52 minutes - 36 MBAndrew, Matt and Kev chat advances in nanotubes and carbon capture, the Patagonia founder giving away his company, the Nord Stream sabotage, banking, money creation, and the mysterious Eurodollars. As well as Cogstate news, Silex Systems, and Family Zone Cyber Safety. Follow us on Twitter: @BabyGiantsPod ----- 1:32 - Good News: Nanotubes 2:16 - Good News: Carbon Capture 7:26 - Good News: Patagonia Founder 9:25 - Nord Stream sabotage 12:21 - Lebanon, banking and money creation 17:0...
#46 - Robot replacements, Unprofitable buybacks, Objective Corp, Genetic Signatures, & Catapult
September 22, 2022 21:00 - 49 minutes - 34 MBAndrew, Matt and Claude, chat through some positive developments in AI and immunology, Charter Hall CEO David Harrison's controversial claim, Russia's conscription, and we answer your questions (oOh!Media, Objective Corporation, Pro Medicus, Genetic Signatures), and Catapult Group International. Follow us on Twitter: @BabyGiantsPod ----- 1:04 - Good News: AI 3:51 - Good News: Immunology and lupus 4:43 - Charter Hall (ASX: CHC) CEO's controversial claim 12:30 - Biden says U.S. would de...
#45 - The 5 paths for the world economy, QANTAS Buyback, Takeover Targets (Nuix & Tyro), Beam Communications vs Apple
September 15, 2022 21:00 - 52 minutes - 36.4 MBAndrew, Matt and Kev talk through some good news including AI art and a woman who can smell Parkinson's, the US inflation print, QANTAS buying back stock, takeover targets (Nuix and Tyro Payments), the consequences of Apple's satellite messaging for Beam Communications, and Russell Napier's five ways to solve the debt problem. Follow us on Twitter: @BabyGiantsPod ----- 1:00 - Good News: AI generated art 4:04 - Good News: Woman can smell Parkinson's 6:51 - Good News: Developments in Ukrai...
#44 - RBA Rate Hike, Your Questions Answered - iCollege, Jayride, Bigtincan, & Etherstack, Russia cuts off the gas, is BeReal for real?
September 08, 2022 21:00 - 55 minutes - 38.1 MBAndrew, Matt and Kev talk through the RBA's rate hike, Russia shutting the Nord Stream pipeline, US & China decoupling, and the BeReal app. We answer your questions - iCollege, Jayride, Bigtincan, and Etherstack. Follow us on Twitter: @BabyGiantsPod ----- 1:18 - Good News: Nuclear Power Plant Saved 2:06 - Macro: RBA rates rise 8:48 - Macro: Russia shuts Nord Stream pipeline 17:38 - Macro: US & China decoupling 20:48 - BeReal - the most downloaded app 24:04 - iCollege Ltd (ASX: ICT)...
#43 - Earnings Season Bonanza:Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, Lovisa, Powell's Speech, Property Markets, & BNPL Woes
September 01, 2022 21:00 - 51 minutes - 35.1 MBAndrew, Matt and Claude, chat about the latest development in quantum computing, Powell's Jackson Hole speech, the EU energy crisis, China, Aussie property, earnings season continues (Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, and Lovisa), along with BNPL woes. Follow us on Twitter: @BabyGiantsPod ----- 0:48 - Good News: Quantum Computing 1:54 - Retail Sales 3:53 - Federal Reserve's Jackson Hole Speech 5:56 - Chinese Property Market 11:31 - EU Energy Crisis 12:57 ...
#43 - Earnings Season Bonanza:Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, Lovisa, Powell's Speech, Property Markets, & BNPL Woes
September 01, 2022 21:00 - 51 minutes - 35.1 MBAndrew, Matt and Claude, chat about the latest development in quantum computing, Powell's Jackson Hole speech, the EU energy crisis, China, Aussie property, earnings season continues (Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, and Lovisa), along with BNPL woes. Follow us on Twitter: @BabyGiantsPod ----- 0:48 - Good News: Quantum Computing 1:54 - Retail Sales 3:53 - Federal Reserve's Jackson Hole Speech 5:56 - Chinese Property Market 11:31 - EU Energy Crisis 12:57 ...
#42 - Earnings Rapid Fire (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Flying Cars, and the Bank of England's bombshell!
August 25, 2022 21:00 - 59 minutes - 40.7 MBAndrew, Matt and Kev talk through the good news including flying cars, a busy earnings season (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Audio Pixels $10m cash raise, the Bank of England's gloomy forecast, US stock market outflows, and friendshoring. Follow us on Twitter: @BabyGiantsPod ----- 0:56 - Good News - Alzheimer's treated in mice 1:30 - Good News - Deep brain depression treatment 1:45 - Good News - Flying Cars! 3:40 - Earnings Rapid Fire 3:49 - Envirosu...
#41 - Nearmap's $1.1b Takeover Bid, rapid results roundup: Clinuvel Pharmaceuticals, Redbubble, Temple & Webster & 4DS Memory
August 18, 2022 21:00 - 53 minutes - 36.6 MBAndrew, Matt and Kev chat through good news on the fusion front, patents and new technology, Thomas Bravo's $1.1b takeover offer for Nearmap (ASX: NEA), Results (Clinuvel Pharmaceuticals (ASX: CUV), Redbubble (ASX: RBL), and Temple & Webster Group (ASX: TPW)), the dangers of extrapolation, and 4DS Memory (ASX: 4DS). Follow us on Twitter: @BabyGiantsPod ----- 1:00 - Good News - Fusion 3:16 - Patents/New Technology 4:45 - Nearmap (ASX: NEA) takeover offer from Thomas Bravo 16:15 - Clinuv...
#40 - Anti-ESG Investing, Novatti, CBDC's & Crypto, Meme Stocks, & Amazon Prime vs Kogan
August 11, 2022 11:00 - 57 minutes - 39.6 MBAndrew, Matt and Claude talk through the Kardashians and social media algorithms, anti-ESG investing (Farm Pride Foods (ASX: FRM), Coal, and Tobacco), Novatti (ASX: NOV) and payment providers, Central Bank Digital Currency's and crypto, Amazon Prime vs Kogan (ASX: KGN), meme stocks, and the Adobe Digital Price Index. Follow us on Twitter: @BabyGiantsPod ----- 0:55 - Good News: HIV Cure 1:43 - Good News: Blood Donations 2:27 - Good News: Wildlife using underpasses 3:22 - Good News: Grea...
#39 - Quarterly Report Rapid Fire, Recession Conspiracies, China vs Taiwan, LiveTiles delisting from the ASX
August 04, 2022 21:00 - 56 minutes - 38.6 MBClaude and Matt talk about the definition/threat of a recession, a string of quarterly reports (MedAdvisor, SECOS, Ansarada, Genetic Signatures, and FINEOS), the geopolitics of China and Taiwan, and LiveTiles delisting from the ASX. Follow us on Twitter: @BabyGiantsPod ----- 0:55 - Good News: Shipment of grain out of Ukraine 1:35 - Definition of a recession/Recession threat 7:47 - Is travel bouncing back? 11:31 - Quarterly Rapid Fire 11:49 - MedAdvisor (ASX: MDR) 15:23 - SECOS Group ...
#38 - Positive USA economic data, LaserBond, Nitro Software, Beam Communications, & Bank of China's woes
July 28, 2022 22:00 - 59 minutes - 40.9 MBThe guys talk about positive economic data from the USA, industrial compounder LaserBond, fast growing software business Nitro, micro cap Beam Communications, and lines outside Bank of China in Sydney. Follow us on Twitter: @BabyGiantsPod ----- [00:00:48] - Good news [00:04:06] - USA economic update [00:10:30] - LaserBond [00:22:48] - Nitro Software [00:34:16] - Beam Communications [00:45:07] - Bank of China - Lines in Sydney
#38 - Positive USA economic data, LaserBond, Nitro Software, Beam Communications, & Bank of China's woes
July 28, 2022 22:00 - 59 minutes - 40.9 MBThe guys talk about positive economic data from the USA, industrial compounder LaserBond, fast growing software business Nitro, micro cap Beam Communications, and lines outside Bank of China in Sydney. Follow us on Twitter: @BabyGiantsPod ----- [00:00:48] - Good news [00:04:06] - USA economic update [00:10:30] - LaserBond [00:22:48] - Nitro Software [00:34:16] - Beam Communications [00:45:07] - Bank of China - Lines in Sydney
#37 - Wirecard's big fraud, China's mortgage crisis, Earlypay, NY Times climate change poll, Zelensky's purge & Dropsuite
July 21, 2022 02:00 - 1 hour - 41.4 MBThe guys chat Money Men: Wirecard's big fraud, China's mortgage crisis, small cap Earlypay, NY Times latest climate change poll, Zelensky's purge & Dropsuite - a fast growing cloud SaaS business. Follow us on Twitter: @BabyGiantsPod ----- [00:03:38] - Money Men: Wirecard's big fraud [00:13:27] - China's mortgage crisis [00:20:48] - Earlypay [00:35:48] - NY Times climate change poll [00:41:26] - Zelensky's purge [00:45:32] - Dropsuite
#36 - Elon v Twitter, EML Payments, Long term holds & market gains, Russia cuts gas & Envirosuite
July 14, 2022 04:00 - 56 minutes - 38.5 MBAndrew, Matt and Kev talk good news, the latest with Elon v Twitter, EML payments, a listener question: on long term holds & market gains, Russia cuts gas for Nord Stream 1 maintenance, and small cap Envirosuite. Follow us on Twitter: @BabyGiantsPod ----- [00:01:13] - Good news segment [00:05:36] - Elon v Twitter latest [00:08:44] - EML Payments [00:27:14] - Listener question: Long term holds & market gains [00:42:02] - Nord Stream 1 - Gas maintenance [00:51:04] - Envirosuite
#35 - Medical Developments, RBA lifts rates again, Klarna's valuation cut, Tyro, NFTs & PainChek
July 07, 2022 06:00 - 55 minutes - 38.3 MBClaude and Matt talk Medical Developments and their green whistle drug, the RBA lifting rates to 1.35%, Klarna and buy now pay later's valuation cut, Tyro's sell off, all things NFTs, and nano-cap PainCheck. Follow us on Twitter: @BabyGiantsPod ----- [00:01:11] - Medical Developments International [00:11:35] - RBA lifts rates again [00:16:31] - Klarna [00:21:29] - Tyro [00:32:15] - NFTs [00:42:42] - PainChek
#34 - Recession cycles, the Bullwhip effect, Kelly+Partners, BWX, Milkrun, & FY22 IPO's
June 30, 2022 04:00 - 57 minutes - 39.2 MBWe chat about the stages of a typical recession cycle, Michael Burry on the Bullwhip effect, accounting roll up Kelly+Partners, BWX's sell off and capital raise, Milkrun's leaky economics, & the best and worst of FY22's IPO debuts. Follow us on Twitter: @BabyGiantsPod ----- [00:01:30] - Recession cycle [00:07:12] - Michael Burry - Bullwhip effect [00:15:48] - Kelly+Partners [00:27:46] - BWX [00:37:01] - Milkrun [00:48:35] - FY22 IPO's
#33 - FBR, Xref, Pointsbet, How to Avoid a Climate Disaster by Bill Gates, and the benefits of investing in unloved industries
June 23, 2022 23:00 - 49 minutes - 34 MBThe guys chat about FBR a bricks robotics company, employment reference platform Xref, online bookmaker Pointsbet, Bill Gate's book: How to Avoid a Climate Disaster, and the benefits of investing in unloved industries. Follow us on Twitter: @BabyGiantsPod ----- [00:01:17] - FBR [00:15:34] - Xref [00:23:11] - Pointsbet [00:32:30] - How to Avoid a Climate Disaster [00:43:20] - Investing in unloved industries
#32 - Market sell off, Druckenmiller, Claude's take on Nanosonics, Google's sentient AI and the crypto crash
June 16, 2022 01:00 - 53 minutes - 36.5 MBAndrew, Claude, Matt and Kev unpack the latest market sell off, Druckenmiller at Sohn 2022, Claude's take on Nanosonics, LaMDA sentient AI and the crypto crash. Follow us on Twitter: @BabyGiantsPod ----- [00:01:26] - Markets in turmoil [00:11:28] - Stanley Druckenmiller - Sohn 2022 [00:17:41] - Nanosonics [00:35:38] - LaMDA - Google's sentient AI? [00:46:25] - Crypto crash
#31 - RBA rate rise, building & materials inflation, the energy crunch, lithium crash, Raiz, SiteMinder, and Elon
June 09, 2022 02:00 - 56 minutes - 38.7 MBThe guys talk the latest RBA rate rise, building & materials inflation, the energy prices crunch, lithium crash, small cap fintech Raiz, hotel software specialist SiteMinder, and all things Elon Musk. Follow us on Twitter: @BabyGiantsPod ----- [00:00:48] - RBA lifts interest rates [00:07:18] - Building and materials inflation [00:11:38] - The energy crunch [00:20:13] - Lithium crash [00:25:16] - Raiz [00:36:02] - SiteMinder [00:45:42] - The latest on all things Elon
#30 - Appen, Bubs, EU's Russian oil ban, ikeGPS, Codan & Smartpay
June 02, 2022 02:00 - 53 minutes - 37.1 MBAndrew, Matt and Kev chat about Appen's takeover rug pull, Bubs USA infant formula windfall, the EU's further ban on Russian oil, ikeGPS' laser platform, metal detection specialist Codan and fintech small cap Smartpay. Follow us on Twitter: @BabyGiantsPod ----- [00:01:08] - Appen [00:10:27] - Bubs [00:19:55] - EU's Russian oil ban [00:25:54] - ikeGPS [00:32:05] - Codan [00:38:55] - Smartpay