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
#29 - Labor's election win, Construction & Contractors, GenusPlus, ASA Event & Bailador, Serko and Snap
May 26, 2022 02:00 - 58 minutes - 40.1 MBAndrew, Matt and Kevin unpack Labor's election win, the worries for Construction & fixed price contractors, GenusPlus, the Australian Shareholders Association Event & Bailador, travel tech company Serko and Snap's guidance rug pull. Follow us on Twitter: @BabyGiantsPod ----- [00:01:27] - Labor's Election Win [00:12:12] - Construction & Fixed priced contractors [00:16:22] - GenusPlus [00:25:32] - Australian Shareholders Association Event & Bailador [00:40:15] - Serko & Travel Stocks [00:...
#29 - Labor's election win, Construction & Contractors, GenusPlus, ASA Event & Bailador, Serko and Snap
May 26, 2022 02:00 - 58 minutes - 40.1 MBAndrew, Matt and Kevin unpack Labor's election win, the worries for Construction & fixed price contractors, GenusPlus, the Australian Shareholders Association Event & Bailador, travel tech company Serko and Snap's guidance rug pull. Follow us on Twitter: @BabyGiantsPod ----- [00:01:27] - Labor's Election Win [00:12:12] - Construction & Fixed priced contractors [00:16:22] - GenusPlus [00:25:32] - Australian Shareholders Association Event & Bailador [00:40:15] - Serko & Travel Stocks [00:...
#28 - SelfWealth, Stealth Global, Claude's take on AGL, Infomedia and Step One
May 19, 2022 00:00 - 55 minutes - 38 MBWe talk SelfWealth's board challenge, nanocap Stealth Global, Claude's take on AGL, Infomedia's takeover offer and Step One's premo undies. Follow us on Twitter: @BabyGiantsPod ----- [00:01:33] - SelfWealth [00:11:43] - Stealth Global [00:31:21] - Claude on AGL [00:38:50] - Infomedia [00:44:48] - Step One
#27 - Markets in Turmoil, Green mining boom, Tinybeans, Pushpay, DGL, ELMO, RPM Global
May 12, 2022 06:00 - 57 minutes - 39.6 MBAndrew, Matt and Kevin chat about the latest market turmoil, updates on Tinybeans, Pushpay, the DGL Group scandal, ELMO, RPM Global, and the 4 Corners special: Why powering a green future means more mines. Follow us on Twitter: @BabyGiantsPod ----- [00:01:27] - Latest on the market sell off [00:13:57] - Tinybeans [00:20:49] - Pushpay [00:27:01] - DGL Group [00:34:25] - ELMO Software [00:38:23] - RPM Global [00:43:23] - 4 Corners special: Why powering a green future means more mines
#26 - RBA lifts rates, Inflation & Bitcoin at Berkshire, Kogan, Pointerra, Dubber, AGL & Ava Risk
May 05, 2022 00:00 - 53 minutes - 36.9 MBWe talk about the RBA's first rate hike since 2010, Berkshire's take on inflation & Bitcoin, while wrapping up the latest news from Kogan, Pointerra, Dubber & Ava Risk. Andrew also invites Mike Cannon-Brookes onto his yacht to discuss Australia and AGL's energy future. Follow us on Twitter: @BabyGiantsPod ----- [00:02:33] - RBA lifts interest rates [00:08:37] - Buffett on inflation [00:14:36] - Munger on Bitcoin [00:17:27] - Kogan [00:24:31] - Pointerra [00:28:46] - Dubber [00:35:15] - Mi...
#25 - Pushpay, Twitter, Marley Spoon, Beforepay, Life360, Cettire, and China
April 28, 2022 23:00 - 1 hour - 41.8 MBMatt and Andrew chat about the latest news from Pushpay, Beforepay, Life360, Cettire, and Marley Spoon. We drop some hot takes on Musk's twitter takeover, and wrap with the world shaking implications of China's lockdowns.
#24 - Redbubble, Envirosuite, Cogstate, Zebit, Volpara, Netflix and Red Notice
April 21, 2022 23:00 - 54 minutes - 37.3 MBMatt and Andrew chat about the latest news from Redbubble, Envirosuite, Cogstate, Netflix, and Volpara. Lament the rapid fall and ultimate de-listing of recent Buy Now Pay Later IPO Zebit. And wrap with the wild bargains of Russian privatisation from Bill Browder's epic book Red Notice.
#23 - Energy One & the Hype Cycle
April 14, 2022 07:00 - 51 minutes - 35.3 MBWe dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycle
#22 - RPMGlobal & the impact of an Inverted Yield Curve
April 07, 2022 05:00 - 51 minutes - 35.3 MBWe talk RPMGlobal - a business with a rapidly growing software segment that's flying under the radar, and discuss the impacts of a prolonged yield curve inversion
#21 - PropTech and the latest Howard Marks memo
March 31, 2022 22:00 - 51 minutes - 35.1 MBThe team take a look at fast growing real estate software business PropTech, and talk the latest Howard Marks memo: The Pendulum in International Affairs.
#20 - Pointerra and the Metaverse
March 24, 2022 05:00 - 45 minutes - 31 MBWe jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverse
#19 - Cettire and food inflation
March 17, 2022 01:00 - 47 minutes - 32.4 MBWe take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.
#18 - Special guest Cogstate CEO, Brad O'Connor
March 10, 2022 00:00 - 50 minutes - 34.8 MBWe are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.
#18 - Special guest Cogstate CEO, Brad O'Connor
March 10, 2022 00:00 - 50 minutes - 34.8 MBWe are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.
#17 - The Russia-Ukraine crisis & Electro Optic Systems
March 03, 2022 22:00 - 47 minutes - 32.4 MBWe discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.
#16 - ELMO Software and growth by acquisitions.
February 24, 2022 12:00 - 47 minutes - 32.8 MBWe take a look at the growth engines behind ELMO Software's HR platform, and the pros and cons of bolt on acquisitions.
#15 - Adore Beauty and the future of E-commerce
February 18, 2022 02:00 - 47 minutes - 32.4 MBIs online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?
#14 - Pro Medicus from Baby to Giant, plus the pros & cons of bootstrapping growth
February 10, 2022 00:00 - 46 minutes - 32.1 MBThe baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.
#13 - Dubber and the many variants of ARR (Annualised Recurring Revenue)
February 03, 2022 23:00 - 45 minutes - 31.1 MBWe talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).
#12 - The market sell off, and Cogstate
January 28, 2022 01:00 - 46 minutes - 32 MBWe chat about the current selldown hitting markets globally, and dive into fast growing cognitive testing company Cogstate.
#11 - Special guest Tinybeans CEO Eddie Geller, BeforePay's IPO bust & the latest Redbubble results
January 20, 2022 19:00 - 58 minutes - 40.2 MBWe have special guest Eddie Geller - CEO of Tinybeans join us, while reflecting on BeforePay's tough IPO debut and Redbubble's latest results against hard Covid comparables.
#10 - Volpara, beware the social media 'pure play' and a positive prediction
January 13, 2022 22:00 - 55 minutes - 38.3 MBWe dive into Volpara's high-growth cancer screening software, open the floor up to Claude's positive prediction for 2022, and talk through the risks of ‘pure play’ social media excitement.
#9 - Tinybeans, EBOS, and some wild predictions for 2022 and beyond
January 07, 2022 05:00 - 59 minutes - 40.7 MBWe discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
#9 - TinyBeans, EBOS, and some wild predictions for 2022 and beyond
January 07, 2022 05:00 - 59 minutes - 40.7 MBWe discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
#8 - Reflections and lessons from investing in 2021
December 24, 2021 00:00 - 29 minutes - 20.6 MBWe wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.
#8 - Reflections and lessons from investing in 2021
December 24, 2021 00:00 - 29 minutes - 20.6 MBWe wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.
#7 - Unpacking Marley Spoon's meal-kit business model, and some of our favourite books to enjoy over the holidays
December 16, 2021 23:00 - 1 hour - 42.3 MBWe sink our teeth into Marley Spoon's meal-kit business, and have some last minute book recommendations for everyone's Christmas list.
#6 - Alcidion's acquisition, the wild world of Aussie small caps, Bapcor, and the return of volatility
December 09, 2021 00:00 - 50 minutes - 34.7 MBAlcidion makes a big acquisition, Bapcor's CEO drama gets a public airing, volatility returns, and we chat what makes Aussie small caps such a wild market.
#5 - Omicron and Nanosonics
December 01, 2021 23:00 - 49 minutes - 34.1 MBA new Covid variant called Omicron has the world worried. How serious is it, and how should we think about it as investors? Meanwhile Nanosonics has been a strong performer over recent years - but what's the investment case today? Andrew, Kev, Matt, and Claude dig in.
#4 - BeforePay, Catapult, Bapcor's CEO departure, and a Pushpay question
November 25, 2021 00:00 - 54 minutes - 37.2 MBAndrew, Kevin, Claude and Matt chat through Bapcor's CEO departure, the unit economics of Beforepay, the long history of Catapult, and a Pushpay listener question.
#3 - Pushpay and Cluey
November 17, 2021 23:00 - 56 minutes - 38.6 MBPushpay (ASX:PPH) and Cluey (ASX:CLU) are two businesses that have caught a strong covid tailwind, but how will they fair now that covid is (finally) coming to an end? Listen in as Andrew, Claude, Matt, and Kev dig in.
#2 - Infomedia, Electric vehicles, MSL Solutions, and a vexing hypothetical
November 10, 2021 00:00 - 56 minutes - 38.6 MBKevin, Claude, Andrew, and Matt have questions. Is Infomedia (ASX:IFM) a cheap recurring revenue enterprise software business? Or is the rise of electric vehicles going to cause it to break down? Has MSL Solutions (ASX:MSL) turned the corner to profitable growth? When should you give a Directors a second chance?
#1 - Redbubble and AVA Risk Group
November 03, 2021 10:00 - 54 minutes - 37.5 MBLoved by bulls, doubted by bears, battleground stock Redbubble (ASX:RBL) is now the second most shorted stock on the ASX, Matt, Kevin & Andrew talk through the key arguments on both sides. Then Andrew runs us through AVA Risk Group (ASX:AVA) an under the radar small cap that's making intruders tread carefully.