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© 2024 Baby Giants Investing
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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)
128 Episodes
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1Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPod Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving Claude's website: arichlife.com.au Andrew's investing network: strawman.com ----- 1:05 - Baby Giants is ending 2:30 - Market rebound 6:47 - Tangents - travel stories a...
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 cre...
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 (...
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 - Tech...
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) ...
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 1...
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: X...
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 - ...
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 ...
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 (A...
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 ...
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 ...
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...
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 - W...
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 r...
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 Educa...
Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
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
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