Baby Giants Investing: Recent Episodes
BabyGiants
Join 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)
Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving
1:42 - Macro: yen carry trade and impact on markets
19:10 - Credit creation
20:34 - DroneShield (ASX: DRO)
25:34 - Whole Brain Investing
35:03 - Airtasker (ASX: ART)
41:06 - Airtasker (ASX: ART) vs Hipages Group Holdings (ASX: HPG)
Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:57 - Rotation to small caps
7:50 - DroneShield (ASX: DRO)
21:01 - Advanced Braking Technology (ASX: ABV)
27:28 - Macro - China
29:28 - Adacel Technologies (ASX: ADA)
33:01 - Investing in companies dealing with the Government
Andrew, Matt, and Claude discuss the Environmental Group, Aroa Biosurgery and the other listed wound care businesses, before finishing off with a discussion on TechnologyOne.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:07 - Good News
11:20 - Environmental Group (ASX: EGL)
20:28 - Aroa Biosurgery (ASX: ARX)
32:58 - Inferior product, but superior business - Domino's Pizza Enterprises (ASX: DMP)
34:48 - TechnologyOne (ASX: TNE)
Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:08 - Good News
7:51 - US Tariffs on Chinese EVs
16:52 - Bapcor (ASX: BAP) & Consultants
22:20 - Retail Food Group (ASX: RFG)
26:06 - Perpetual (ASX: PPT)
35:00 - PSC Insurance Group (ASX: PSI) & Insurance Broking
46:39 - Beamtree Holdings (ASX: BMT)
51:43 - Small Cap Takeovers
Andrew, Matt, and Claude discuss Druckenmiller's latest comments on AI and the US's soaring debt and deficit woes. As well as Macquarie Technology Group and sociological investing, plus some small cap news from: FINEOS, Aussie Broadband and PainChek.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:05 - Good News
5:40 - Druckenmiller and AI
8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing
15:51 - Perplexity.ai and Google
22:10 - US Growing Debt and Deficit Concerns
27:46 - Inflation, Interest Rates, and Policy Decisions
35:28 - Financial Repression
40:38 - FINEOS Corporation Holdings PLC (ASX: FCL)
50:50 - Aussie Broadband (ASX: ABB)
55:18 - PainChek (ASX: PCK)
Andrew, Matt, and Claude discuss low-quality cashed up businesses, plus they dive into quarterly season with: Articore Group formerly Redbubble, XRF Scientific, Chrysos Corporation and Dropsuite.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:07 - Good News
3:44 - LiveHire (ASX: LVH)
5:18 - Low-quality cashed up businesses
12:30 - Articore Group (ASX:ATG) formerly Redbubble
19:57 - XRF Scientific (ASX: XRF)
25:50 - Chrysos Corporation (ASX: C79)
38:58 - Dropsuite (ASX: DSE)
46:57 - What Is Strategy? by Michael Porter
48:57 - Gratitude
Andrew and Matt cover the latest from DroneShield and their recent raise, the unfolding narrative at Cettire, Vitura's CEO resigning amidst an agreement dispute with Code4 Cannabis, plus insights into Mader's office culture, and Alcidion's latest quarterly.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:04 - Good News
4:41 - A cure for dental cavities
10:28 - Your Question: DroneShield (ASX: DRO)
22:11 - Cettire (ASX: CTT)
31:29 - Vitura Health (ASX: VIT) - CEO resignation and agreement with Code4 Cannabis
38:11 - Mader Group (ASX: MAD)
41:29 - Perth
45:37 - Alcidion Group (ASX: ALC)
Andrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, they delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:00 - Good News
4:30 - Polynovo (ASX: PNV)
13:22 - Inoviq (ASX: IIQ)
15:11 - SDI (ASX: SDI) & David Williams
17:09 - Investors worth following?
20:34 - Cettire (ASX: CTT) latest developments
25:42 - Your Question: How to invest when the world is falling apart?
35:57 - Insurance Brokers
38:40 - Doomsday investing pt II
43:01 - Audinate Group (ASX: AD8) and adaptive enabler companies
45:02 - Defence and energy companies
49:26 - Gratitude
Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:00 - Good News
7:35 - Smartpay Holdings (ASX: SMP)
16:36 - Weebit Nano (ASX: WBT)
26:12 - Cogstate (ASX: CGS)
30:58 - Dicker Data (ASX: DDR)
42:08 - NDIS new job creation
44:40 - Gratitude
Andrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:13 - Good News
10:09 - The Reinhart-Rogoff error
12:56 - Macro News
14:36 - Adrad Holdings (ASX: AHL)
26:02 - Vaclav Smil and Net Zero
36:06 - Dubber Corporation (ASX:DUB) CEO banned from leaving Australia
42:52 - Xref (ASX:XF1)
45:19 - Cettire (ASX: CTT)
48:37 - Gratitude
Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:08 - Good News
7:32 - Macro - inflation & deficits
10:18 - ImExHS (ASX: IME)
16:36 - Companies accommodating to analysts and the market
19:14 - RPMGlobal Holdings (ASX: RUL)
30:57 - DCFs
35:00 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude
Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:02 - Good News
4:20 - Possible TikTok ban in the US
16:12 - Claude AI
27:40 - ASX AI opportunities?
30:08 - Nextdc (ASX: NXT)
31:47 - Bitcoin energy consumption
38:06 - The energy transition
40:17 - Bailador Technology Investments (ASX: BTI)
44:25 - TASK Group Holdings (ASX: TSK)
Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:10 - Good News
4:46 - Your question: quality companies leaving the ASX?
11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC)
25:59 - Claude's idea
31:08 - Eroad's (ASX: ERD) dual CEO strategy
37:08 - Your question: Cleanspace Holdings (ASX: CSX)
Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:06 - Good News
7:04 - Inflation
18:09 - Mcgrath (ASX: MEA)
22:33 - Objective Corporation (ASX: OCL)
32:15 - JB Hi-Fi (ASX: JBH)
38:54 - Close The Loop (ASX: CLG)
Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:10 - Good News
6:06 - Stealth Group Holdings (ASX: SGI)
9:35 - Austco Healthcare (ASX: AHC)
12:56 - XRF Scientific (ASX: XRF)
18:34 - Global economies and employment
26:00 - Woolworths Group (ASX: WOW) - CEO Interview
Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:18 - Good News
5:48 - Boss Energy (ASX: BOE) and uranium
16:42 - Macro - inflation, interest rates, Trump
29:43 - Ava Risk Group (ASX: AVA)
37:20 - Volpara Health Technologies (ASX: VHT)
42:03 - Ansarada Group (ASX: AND)
Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:02 - Good News
2:20 - Nick Scali (ASX: NCK)
13:09 - Pureprofile (ASX: PPL)
21:44 - Adacel Technologies (ASX: ADA)
27:06 - Playside Studios (ASX: PLY)
34:58 - Janison Education Group (ASX:JAN)
40:03 - Government as a customer
Matt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024
Follow us on Twitter: @BabyGiantsPod
Andrew, Matt, and Claude discuss the product market fit for AI, foreign investment turning negative in China, their end of year predictions, plus Genex Power and ESG fund flows and ethical investing. As well as Dusk Group and retail investing more broadly.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:34 - Good News
3:47 - AI product market fit
8:01 - Foreign investment in China turns negative
10:53 - End of year predictions
21:53 - Genex Power (ASX: GNX)
30:43 - ESG fund flows reversing and ethical investing
38:14 - Dusk Group (ASX: DSK)
45:26 - Retail
47:18 - Adairs (ASX: ADH)
48:08 - Michael Hill International (ASX:MHJ)
48:30 - Thanks for a great year!
Andrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK).
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:35 - Good News
11:47 - Favourite Munger Quotes
16:17 - Owners Earnings
22:58 - Your Question: Tracking Capital Raises
25:24 - Your Question: Vmoto (ASX: VMT)
28:17 - Rectifier Technologies (ASX: RFT)
34:41 - Audio Pixels Holdings (ASX: AKP)
35:10 - Mesoblast (ASX: MSB)
36:01 - Vmoto (ASX: VMT) II
37:05 - Small cap news: Mesoblast (ASX: MSB) II
39:09 - Small cap news: Supply Network (ASX: SNL)
40:16 - Small cap news: Atlas Pearls (ASX: ATP)
42:16 - Small cap news: HighCom (ASX: HCL) (formerly XTEK)
Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:34 - Good News
4:52 - Economic Indicators
6:05 - Retail
11:39 - Collins Foods (ASX: CKF)
13:11 - Domino's Pizza Enterprises (ASX: DMP)
13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect
17:58 - Step One Clothing (ASX:STP)
19:52 - Baby Bunting Group (ASX: BBN)
20:33 - Temu
24:56 - Altium (ASX: ALU) AGM
26:14 - Vysarn (ASX: VYS)
28:30 - Catapult Group International (ASX:CAT)
29:48 - Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA)
31:39 - Bargain territory?
36:48 - Diverger (ASX: DVR)
38:33 - Playside Studios (ASX: PLY)
42:43 - Smartpay Holdings (ASX: SMP)
50:01 - PWR Holdings (ASX:PWH)
Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:55 - Good News (sort of)
7:48 - Good News
12:35 - OpenAI and Sam Altman drama
27:28 - Volpara Health Technologies (ASX: VHT)
40:08 - Pro Medicus (ASX: PME)
43:50 - Maxiparts (ASX: MXI)
Andrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:43 - Good News - Carbon Storage
4:42 - Good News - Neuralink
7:35 - Good News - Cocaine Vaccine
9:05 - Good News - AI/ChatGPT
18:26 - Catapult Group International (ASX:CAT)
25:46 - RPMGlobal Holdings (ASX: RUL)
29:41 - OFX Group (ASX:OFX) (formerly OzForex Group)
32:41 - Bitcoin
37:38 - DGL Group (ASX: DGL)
Andrew, Matt, and Claude discuss Alcidion's cap raise, Whispir's bid and ASX takeovers, as well as answering your questions on Bapcor and HiTech Group, plus some macro views.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:50 - Good News
1:36 - Alcidion Group (ASX: ALC) cap raise
16:04 - Whispir (ASX: WSP) takeover offer
20:54 - ASX takeovers
28:07 - Hipages Group Holdings (ASX: HPG)
28:36 - Camplify Holdings (ASX: CHL)
29:17 - Airtasker (ASX: ART)
30:08 - Profitability inflection point
32:28 - Bapcor (ASX: BAP)
34:51 - Acquisitions
38:08 - HiTech Group Australia (ASX:HIT)
42:58 - Macro views
If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:53 - Good News
1:44 - 8Common (ASX: 8CO)
5:24 - Director Loans
7:26 - Founder-led companies
14:49 - Pointerra (ASX: 3DP)
16:17 - Alcidion Group (ASX: ALC)
16:58 - Integrated Research (ASX: IRI) & Iress (ASX: IRE)
21:25 - Spooky stock situations
28:27 - Yellow Brick Road Holdings (ASX: YBR)
31:56 - Vmoto (ASX: VMT) & Rectifier Technologies (ASX: RFT)
33:11 - Adore Beauty Group (ASX: ABY)
37:17 - Retailers
39:35 - Adairs (ASX: ADH)
40:32 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK)
43:53 - Amazon & Kogan.com (ASX: KGN)
Andrew, Matt, and Claude discuss the latest CPI figures, small-cap takeovers including Damstra, as well as news and thoughts on Whispir, Credit Clear, Credit Corp, Cettire and Ava Risk Group.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:38 - Good News
1:31 - CPI Figures
12:30 - Takeovers
12:54 - Damstra Holdings (ASX: DTC)
21:27 - Bravura Solutions (ASX: BVS)
21:55 - Alcidion Group (ASX: ALC)
24:30 - Strategic takeovers
26:24 - Whispir (ASX: WSP)
29:13 - Credit Clear (ASX: CCR)
30:35 - Credit Corp Group (ASX: CCP)
37:33 - Cettire (ASX: CTT)
39:10 - Ava Risk Group (ASX: AVA)
Andrew, Matt, and Claude engage in a conversation covering a range of topics, including Howard Marks' latest memo, Livetiles, Jumbo Interactive, Xtek and the ongoing geopolitical turmoil, and Dropsuite's latest results.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:47 - Good News
7:22 - Howard Marks latest memo
20:15 - Livetiles (ASX: LVT)
24:58 - Jumbo Interactive (ASX: JIN)
37:56 - Xtek (ASX: XTE)
49:15 - Dropsuite (ASX: DSE)
Andrew, Matt and Claude engage in a lively conversation about AI developments and use cases. They also discuss Prophecy International and Chrysos, as well as some small cap news from RPMGlobal, Electro Optic Systems and Advance Zinctek.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:38 - Good news
11:27 - Prophecy International Holdings (ASX:PRO)
24:15 - RPMGlobal Holdings (ASX:RUL)
25:19 - Electro Optic Systems Holdings (ASX: EOS)
28:05 - Advance Zinctek (ASX: ANO)
32:15 - Chrysos Corporation (ASX: C79)
Andrew and Matt discuss progress with the metaverse, Michael Lewis defending SBF, Beforepay Group, your question about Enero Group, as well as Emvision Medical Devices, plus bond yields and the USD.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:40 - Good News - metaverse progress
10:25 - Michael Lewis defends SBF
13:19 - Beforepay Group (ASX: B4P)
19:31 - Enero Group (ASX:EGG)
28:42 - Emvision Medical Devices (ASX:EMV)
32:22 - Bond yields, interest rates, stimulus and the USD
Andrew, Matt, and Claude discuss Australia's property market and how to fix it, plus Pro Medicus winning its largest contract to date, as well as Supply Network and Siteminder.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:36 - Good News
2:35 - Property
13:16 - Pro Medicus (ASX: PME) wins its largest contract to date
15:20 - Supply Network (ASX: SNL)
30:19 - Siteminder (ASX: SDR)
38:51 - Market Chat/Property Pt. 2
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.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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)
Matt and Claude cover renewable player Genex Power, Jeremy Grantham's view on the market, super dominating the market and the opportunities that presents and whether there is a bubble in passive investing, a long with Medadvisor.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:57 - Good News
3:25 - Genex Power (ASX: GNX)
7:15 - Live Wire Live
8:19 - Jeremy Grantham
11:55 - Super dominating the market
15:11 - The passive bubble?
21:02 - Medadvisor (ASX: MDR)
25:45 - Superannuation flows opportunities
26:27 - Hub24 (ASX: HUB) vs Netwealth Group (ASX: NWL)
Andrew, Matt and Claude chat Alan Joyce's departure from Qantas, and answer your question about investing resources, and finishing off by covering Step One Clothing, Dropsuite and LaserBond.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:06 - Good News
3:56 - Alan Joyce departs Qantas
9:15 - Your Question: Investing resources?
24:23 - Step One Clothing (ASX: STP)
33:17 - Dropsuite (ASX: DSE)
40:52 - LaserBond (ASX: LBL)
Andrew and Matt continue to tackle a busy earnings season with results and thoughts regarding Appen, Jumbo Interactive, Qantas Airways, DroneShield, Vitura Health, and AVA Risk Group.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:47 - Good News
5:22 - Appen (ASX: APX)
11:42 - Jumbo Interactive (ASX: JIN)
16:12 - Qantas Airways (ASX: QAN)
21:37 - DroneShield (ASX: DRO)
29:36 - Vitura Health (ASX:VIT)
34:46 - Ava Risk Group (ASX: AVA)
Andrew and Matt chat companies results and thoughts from a busy earnings season including: Envirosuite, Objective Corporation, Audinate, Data#3, and ARB Corporation.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:53 - Good News
4:06 - Envirosuite (ASX: EVS)
12:08 - Objective Corporation (ASX: OCL)
18:25 - Audinate Group (ASX: AD8)
22:04 - Data#3 (ASX: DTL)
23:47 - ARB Corporation (ASX: ARB)
31:32 - Earnings season thoughts
Andrew and Matt discuss macro news from China, results from JB Hi-Fi, Nick Scali, Temple & Webster, Stealth Global and Pro Medicus. As well as Qoria reaching $100m in ARR, Kelly Partners undertaking a strategic review and Pointerra raising capital.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:18 - Good News
5:21 - Macro China
12:04 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK)
19:57 - Temple & Webster Group (ASX: TPW)
20:28 - Stealth Global Holdings (ASX: SGI)
24:20 - Qoria (ASX: QOR) reaches $100m in ARR
25:07 - Kelly Partners Group Holdings (ASX: KPG) strategic review
30:13 - Pointerra (ASX: 3DP) capital raising
34:41 - Pro Medicus (ASX: PME)
Andrew, Matt, and Claude discuss some interesting macro points from Commonwealth Bank's results and Charter Hall Long WALE REIT. Plus good news from Redbubble, Australian Ethical Investment & Ansarada.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:45 - Good News
5:15 - Commonwealth Bank of Australia (ASX: CBA)
16:32 - Charter Hall Long WALE REIT (ASX: CLW)
20:44 - Redbubble (ASX: RBL)
25:46 - Australian Ethical Investment (ASX:AEF)
35:53 - Ansarada Group (ASX: AND)
Andrew, Matt, and Claude cover room-temperature superconductors and the potential implications, as well as news from Pointerra, Helloworld Travel, and DroneShield and aspirational targets.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:59 - Room-temperature superconductor
12:03 - Pointerra (ASX: 3DP)
23:32 - Helloworld Travel (ASX: HLO)
26:09 - DroneShield (ASX: DRO)
34:50 - Aspirational targets
Andrew, Matt, and Claude cover Archtis, Twitter changing to X, the dystopian Worldcoin and AI agents, latest results from Ava Risk Group, Catapult, and Volpara's changing metrics, as well as vacant office space.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:48 - Good news
1:22 - Cogstate (ASX: CGS)
2:12 - Archtis (ASX: AR9)
9:58 - Twitter/X
12:31 - Worldcoin/AI Agents
26:10 - Ava Risk Group (ASX: AVA)
30:36 - Volpara Health Technologies (ASX: VHT) and changing metrics
33:58 - Catapult Group International (ASX: CAT)
40:12 - Office Real Estate
Andrew, Matt, and Claude cover doomsday prepping and hedging, the age-old quandary of when to sell stocks, working from home, and small-cap good news featuring: Plenti Group, Vysarn, and Australian Ethical Investment.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:41 - Good News
5:54 - Doomsday Prepping
13:36 - Hedging
15:22 - The art of selling
31:02 - Working from home
42:29 - Small Cap Good News: Plenti Group (ASX: PLT)
43:59 - Small Cap Good News: Vysarn (ASX: VYS)
45:31 - Small Cap Good News: Australian Ethical Investment (ASX: AEF)
Andrew, Matt, and Claude discuss your requests including: Qoria, Damstra Holdings, and Alcidion. Plus the lads chat Twitter vs Threads, and small-cap good news including: Volpara Health Technologies and Kip McGrath Education Centres.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:50 - Good News
5:21 - CRISPR
10:05 - Claude 2 and ChatGPT
16:27 - Qoria (ASX: QOR)
24:38 - Damstra Holdings (ASX: DTC)
29:58 - Alcidion Group (ASX: ALC)
40:07 - Twitter vs. Threads
49:59 - Small Cap Good News: Volpara Health Technologies (ASX: VHT)
51:48 - Small Cap Good News: Kip McGrath Education Centres (ASX: KME)
Andrew, Matt, and Claude answer your questions including: biases (anchoring and confirmation), Latrobe Magnesium and pre-revenue companies, ikeGPS Group and PainChek. As well as small-cap good news ( Prophecy International, DroneShield, Dropsuite, Mach7 Technologies), and Andrew's dream of owning a donut van and property.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
0:43 - Good news
5:59 - Biases - Anchoring & Confirmation
18:39 - Latrobe Magnesium (ASX: LMG) and pre-revenue companies
26:36 - ikeGPS Group (ASX: IKE)
27:54 - PainChek (ASX: PCK)
33:43 - Small Cap Good News: Prophecy International Holdings (ASX: PRO)
34:38 - Small Cap Good News: DroneShield (ASX: DRO)
36:50 - Small Cap Good News: Dropsuite (ASX: DSE)
37:23 - Small Cap Good News: Mach7 Technologies (ASX: M7T)
40:35 - Donut van
44:35 - Property
Join Andrew, Matt, and Claude as they discuss Collins Foods, Wagner's Prigozhin Russian Coup, Twiggy Forrest's foray into hydrogen, catch some small cap good news (Bailador Technology Investments and SRG Global) as well as the the latest CPI figures and index inclusions featuring (McMillan Shakespeare Hansen Technologies, and Codan ).
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://youtu.be/ePm3gqrILpw
0:40 - Good News
3:28 - Collins Foods (ASX: CKF)
9:02 - Taylor Swift causes inflation
11:21 - Wagner's Prigozhin Russian Coup
15:42 - Twiggy Forrest and hydrogen
18:18 - Small Cap Good News: Bailador Technology Investments (ASX: BTI)
22:21 - Small Cap Good News: SRG Global (ASX: SRG)
24:37 - CPI Figures
29:51 - Index Inclusions (ii)
31:27 - ii: McMillan Shakeseare (ASX: MMS)
36:23 - ii: Hansen Technologies (ASX: HSN)
39:20 - ii: Codan (ASX: CDA)
Andrew, Matt, and Claude cover various topics, including the retail landscape (Best & Less, City Chic, Universal Store, Cettire, and Temple & Webster). They also delve into recession risk and immigration, Environmental Group, small-cap good news (Vysarn, Austco Healthcare, and EDU Holdings), and discuss Iress.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
1:39 - Good News
7:42 - Retail Environment - David Jones
8:35 - Best & Less Group Holdings (ASX: BST)
10:32 - Recession Risk and Immigration
16:18 - Retail: City Chic Collective (ASX: CCX), Universal Store Holdings (ASX: UNI)
18:32 - Immigration
21:16 - Cettire (ASX: CTT)
23:18 - Temple & Webster Group (ASX: TPW)
28:55 - Environmental Group (ASX: EGL)
36:18 - Small Cap Good News
36:36 - Small Cap Good News: Vysarn (ASX: VYS)
37:31 - Small Cap Good News: Austco Healthcare (ASX: AHC)
40:42 - Small Cap Good News: EDU Holdings (ASX: EDU)
43:15 - Iress (ASX: IRE)
Andrew, Matt and Claude chat WebMD's acquisition of Limeade at a 325% premium, recapitalisations, LGI, and tax loss selling including: Envirosuite, Fiducian Group, and Advance Zinctek.
Follow us on Twitter: @BabyGiantsPod
0:53 - Good News
5:52 - Limeade (ASX: LME) acquired by WebMD at a 325% premium
21:08 - Recapitalisations
22:16 - Altium Limited (ASX: ALU)
25:28 - LGI (ASX: LGI)
39:17 - Tax loss selling
41:39 - Tax loss selling: Envirosuite (ASX: EVS)
43:48 - Tax loss selling: Fiducian Group (ASX: FID)
46:50 - Objective Corporation (ASX: OCL)
48:11 - Tax loss selling: Advance Zinctek (ASX: ANO)
Andrew, Matt and Claude discuss Apple's new product the Vision Pro, the SEC suing Binance, EBOS Group and Sigma Healthcare's contract with Chemist Warehouse, and Volpara Health Technologies.
Follow us on Twitter: @BabyGiantsPod
0:39 - Good News
1:41 - Apple's Vision Pro
17:12 - SEC sues Binance
19:58 - EBOS Group (ASX: EBO) & Sigma Healthcare (ASX: SIG)
32:20 - RBA raises target cash rate to 4.1 per cent
33:06 - Volpara Health Technologies (ASX: VHT)
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
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
Andrew, Matt and Claude discuss the US debt ceiling, Australia's BNPL regulation, as well as the latest results from Xero, Catapult, Eroad, and Webjet.
Follow us on Twitter: @BabyGiantsPod
0:42 - Good news
3:39 - US debt ceiling
5:30 - BNPL regulated
12:38 - Xero Limited (ASX: XRO)
26:29 - Catapult Group International Ltd (ASX: CAT)
36:04 - Eroad Ltd (ASX: ERD)
47:15 -Webjet Limited (ASX: WEB)
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.
Follow us on Twitter: @BabyGiantsPod
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
Andrew, 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
Andrew, 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 - Berkshire Hathaway Annual Meeting
6:38 - Good News
8:05 - Balaji Concedes $1m Bitcoin Bet
11:01 - Invest in reality as it is, not as it should be.
18:23 - Vaping ban and investing ethics
24:59 - RBA rate rise and immigration
28:45 - Kip McGrath Education Centres (ASX: KME)
41:01 - Propel Funeral Partners (ASX: PFP)
Andrew 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
Andrew 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)
43:59 - Clean Teq Water Ltd (ASX: CNQ)
Andrew, 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 Healthcare, and Healius)
39:53 - Questionable buybacks
Andrew, 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)
Andrew, 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)
Andrew, 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)
Andrew, 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 - Retention of key Visage employees
27:38 - Sam's emotional attachment to Pro Medicus
29:08 - Pro Medicus' moat/competitive advantage
31:46 - Are there any network effects?
33:59 - What competitor would you take out?
35:56 - A CEO involved in sales
38:44 - Example of Pro Medicus impacting patients
Andrew, 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 SRG Global (ASX: SRG)
Matt 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
Andrew 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
Andrew, 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)
13:43 - Audinate Group Ltd (ASX: AD8)
22:42 - Pro Medicus Limited (ASX: PME)
30:51 - Bing vs Google
36:52 - Aliens and Spy Balloons
41:57 - Mad Paws Holdings Ltd (ASX: MPA)
Andrew, 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 - Central bank errors and a potential regime change
51:52 - Cettire (ASX: CTT)
Andrew, 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
Andrew, 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)
Andrew, 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)
Andrew, 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
Andrew, 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)
36:20 - BWX (ASX: BWX) & City Chic (ASX: CCX)
37:09 - Alcidion (ASX: ALC)
Andrew, 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 - Tyro (ASX: TYR)
17:16 - Downer (ASX: DOW)
18:58 - Evaluating management incentives
25:53 - New gas price caps
35:48 - SDI Limted (ASX: SDI)
40:52 - Claude's buy signals
47:07 - REIT redemptions & a property downspiral
Andrew, 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 - Bigtincan (ASX: BTH)
35:24 - LaserBond (ASX: LBL)
39:23 - Nanosonics (ASX: NAN)
41:33 - IPD Group (ASX: IPG)
44:22 - Supply Network (ASX: SNL)
50:39 - Andrew & Claude's lifetime Bitcoin bet
Andrew, 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: CKF)
19:06 - Beamtree (ASX: BMT)
20:37 - Objective Corp (ASX: OCL)
25:38 - Listener question: Position sizing
37:33 - Ed Thorp podcast
49:02 - China: Diffusion of revolutions & Apple's shutdown
53:43 - Elon vs the App Store
Andrew, 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 - Stock based compensation
15:35 - Cettire's (ASX:CTT) big selldown
20:16 - Retail wrap up: Best & Less (ASX: BST); Lovisa (ASX: LOV); Shaver Shop (ASX: SSG)
25:38 - Top 10 stocks from the past 10 years on the ASX
30:54 - ASX cancels $250m blockchain project
35:54 - New words for 2023
40:22 - Probability matching
45:41 - Nearmap (ASX: NEA)
49:57 - Good Drinks (ASX: GDA)
Andrew, 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
20:27 - Origin Energy (ASX: ORG) takeover bid
22:07 - AGL Energy Limited (ASX: AGL)
27:26 - Xero (ASX: XRO) results and new CEO
36:45 - Whispir (ASX: WSP) cuts 30% of staff
41:27 - Aeris Resources (ASX: AIS)
Andrew, 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
43:44 - ASX takeover targets
47:21 - Marley Spoon (ASX: MMM)
53:35 - China's baby problem
Andrew, 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 (NASDAQ: GOOGL) and tech stocks
19:08 - TikTok
20:40 - China, trade and decoupling
29:45 - Aussie tech takeovers (Nitro Software, ReadyTech Holdings, Pushpay, & PropTech)
34:44 - Elon becomes CEO of Twitter
42:42 - RBA and house prices
Andrew, 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 third term
7:42 - Deglobalisation and nuclear
12:42 - Munger's Alibaba Bet
18:09 - Australian inflation and the federal budget
20:04 - Whispir Ltd (ASX: WSP)
29:48 - ELMO Software (ASX: ELO) takeover offer
34:53 - Codan Limited (ASX: CDA)
44:20 - Credit Clear Ltd (ASX: CCR)
Andrew, 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
37:05 - AF Legal Group (ASX: AFL)
44:25 - Dropsuite (ASX: DSE)
51:04 - Australian Ethical Investment (ASX: AEF)
Andrew, Matt and Kev chat faster EV charging times, AI & software 3.0, Appen's outlook , Dubber's restatement, Cathie Wood' 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 - Legal marijuana in Australia
48:04 - Australian GDP data
Andrew, 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) & LiveTiles (ASX: LVT)
35:58 - Zoom2U (ASX: Z2U)
46:26 - Latest on all things Elon
52:42 - Atomos (ASX: AMS)
Andrew, 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
17:00 - Eurodollars
28:03 - Cogstate (ASX: CGS)
35:39 - Silex Systems Ltd (ASX: SLX)
44:08 - Family Zone Cyber Safety Ltd (ASX: FZO)
Andrew, 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 defend Taiwan
14:38 - Russia's conscription
16:02 - oOh!Media's (ASX: OML) buyback
24:01 - Objective Corporation (ASX: OCL) (1)
30:33 - Pro Medicus (ASX: PME)
32:02 - Objective Corporation (ASX: OCL) (2)
39:27 - Genetic Signatures (ASX: GSS)
41:42 - Catapult Group International (ASX: CAT)
Andrew, 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 Ukraine
9:09 - US inflation print
13:11 - QANTAS (ASX: QAN) buying back stock
17:40 - Nuix Ltd (ASX: NXL)
21:36 - Tyro Payments Ltd (ASX: TYR)
25:48 - Apple's satellite messaging & Beam Communications Holdings Ltd (ASX: BCC)
30:13 - Russell Napier & the five ways to solve debt
31:52 - 1. Austerity
33:07 - 2. Grow your way out
37:09 - 3. Default on your debt
38:50 - 4. Hyperinflation
42:52 - Brazil's inflation solution
45:05 - 5. Financial Repression
Andrew, 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)
32:43 - Jayride Group Ltd (ASX: JAY)
38:57 - Bigtincan Holdings Ltd (ASX: BTH)
48:38 - Etherstack PLC (ASX: ESK)
Andrew, Matt and Claude chat about the latest development in quantum computing, Powell's Jackson Hole speech, the EU energy crisis, the Chinese and Australian property markets, 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 - Australian Housing Market Decline
15:48 - Company Results
15:54 - Cettire Ltd (ASX: CTT)
21:31 - Smart Parking Ltd (ASX: SPZ)
26:50 - Dicker Data Ltd (ASX: DDR)
35:06 - EML Payments Ltd (ASX: EML)
38:23 - DGL Group Ltd (ASX: DGL)
41:16 - Lovisa Holdings Ltd (ASX: LOV)
45:47 - BNPL Woes
Andrew, Matt and Kev talk through the good news including flying cars, a busy earnings season (EVS, 5GG, SP3, NZM, SOM, KGN, ADH), 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 - Envirosuite Ltd (ASX: EVS)
10:05 - Pentanet Ltd (ASX: 5GG)
19:05 - Spectur Ltd (ASX: SP3)
24:34 - NZME Ltd (ASX: NZM)
29:27 - Somnomed Limited (ASX: SOM)
35:45 - Kogan.com Ltd (ASX: KGN)
39:34 - Adairs Ltd (ASX: ADH)
46:05 - Audio Pixels Holdings Ltd (ASX: AKP)
51:10 - Bank of England forecast
53:20 - US stock market outflows
57:00 - Friendshoring
Andrew, 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 - Clinuvel Pharmaceuticals (ASX: CUV)
28:11 - Redbubble (ASX: RBL)
36:57 - Temple & Webster Group (ASX: TPW)
42:40 - Dangers of extrapolation
46:09 - 4DS Memory (ASX: 4DS)
48:48 - New tech businesses
Andrew, 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: Great Barrier Reef coral cover
4:38 - Kardashians, TikTok and the future of social media
10:27 - AI generated media
11:31 - Anti-ESG investing
11:47 - Anti-ESG Investing: Farm Pride Foods (ASX: FRM)
13:35 - Anti-ESG Investing: Coal
15:42 - Anti-ESG Investing: Tobacco
17:18 - Potential energy crisis
20:43 - An Anti-ESG Failure
25:43 - Novatti Group Ltd (ASX: NOV)
38:49 - Central Bank Digital Currency (CBDC)
43:41 - Crypto and KYC Regulations
46:30 - Tulip mania, crypto and Bitcoin
50:18 - Amazon Prime vs Kogan (ASX: KGN)
52:46 - Meme Stocks
55:07 - Adobe Digital Price Index
Claude 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 Limited (ASX: SES)
19:32 - Ansarada (ASX: AND)
23:58 - Genetic Signatures (ASX: GSS)
31:06 - FINEOS (ASX: FCL)
40:24 - China VS Taiwan
48:27 - LiveTiles (ASX:LVT) to delist from the ASX
The 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
The 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
Andrew, 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
Claude 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
We 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
The 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
Andrew, 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
The 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
Andrew, 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
Andrew, 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
[00:53:04] - Snap
We 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
Andrew, 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
We 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] - Mike Cannon-Brookes AGL stake
[00:45:54] - AVA Risk
Matt 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.
Matt 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.
We dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycle
We 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
The team take a look at fast growing real estate software business PropTech, and talk the latest Howard Marks memo: The Pendulum in International Affairs.
We jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverse
We take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.
We are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.
We discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.
We take a look at the growth engines behind ELMO Software's HR platform, and the pros and cons of bolt on acquisitions.
Is online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?
The baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.
We talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).
We chat about the current selldown hitting markets globally, and dive into fast growing cognitive testing company Cogstate.
We 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.
We 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.
We discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
We wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.
We sink our teeth into Marley Spoon's meal-kit business, and have some last minute book recommendations for everyone's Christmas list.
Alcidion 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.
A 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.
Andrew, 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.
Pushpay (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.
Kevin, 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?
Loved 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.