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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)
124 Episodes
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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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:07 - Good News11:20 - 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 (A...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:51 - US Tariffs on Chinese EVs16:52 - Bapcor (ASX: BAP) & Consultants22:20 - Retail Food Group (ASX: RFG)26:06 - Perpetual (ASX: PPT)35:00 - PSC...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:05 - Good News5:40 - Druckenmiller and AI8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing15:51 - Pe...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:07 - Good News3:44 - LiveHire (ASX: LVH)5:18 - Low-quality cashed up businesses12:30 - Articore Group (ASX:ATG) formerly Redbubble19:57 - XRF Scientific (ASX: XRF)25:50 -...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:04 - Good News4:41 - A cure for dental cavities10:28 - Your Question: DroneShield (ASX: DRO)22:11 - Cettire (...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:00 - Good News4:30 - Polynovo (ASX: PNV)13:22 - Inoviq (ASX: IIQ)15:11 - SDI (ASX: SDI) & David Williams17:09 - Investors worth following?...
Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:00 - Good News7:35 - 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 creation44:40 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:13 - Good News10:09 - The Reinhart-Rogoff error12:56 - Macro News14:36 - Adrad Holdings (ASX: AHL)26:02 - Vaclav Smil and Net Zero36:06 - Dubber Corporation (ASX:DUB) CEO...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:32 - Macro - inflation & deficits10:18 - ImExHS (ASX: IME)16:36 - Companies accommodating to analysts and the market19:14 - RPMGlobal Holdings (ASX: RUL)30:57 - DCFs35:00 - Mana...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:02 - Good News4:20 - Possible TikTok ban in the US16:12 - Claude AI27:40 - ASX AI opportunities?30:08 - Nextdc (ASX: NXT)31:47 - Bitcoin energy consumption38:06 - The energy trans...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:10 - Good News4:46 - Your question: quality companies leaving the ASX?11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC)25:59 - Claude's idea31:08 - Eroad's (ASX: ERD) dual CEO...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:06 - Good News7:04 - Inflation18:09 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g----- 1:10 - Good News6:06 - Stealth Group Holdings (ASX: SGI)9:35 - Austco Healthcare (ASX: AHC)12:56 - XRF Scientific (ASX: XRF)18:34 - Global economies and employment26:00 - Woolworths G...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:18 - Good News5:48 - Boss Energy (ASX: BOE) and uranium16:42 - Macro - inflation, interest rates, Tru...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:02 - Good News2:20 - 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 (A...
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 2024Follow 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:34 - Good News3:47 - AI product market fit8:01 - Foreign investment in China turns negative10:53 - End of year pred...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:35 - Good News11:47 - Favourite Munger Quotes16:17 - Owners Earnings22:58 - Your Question: Tracking Capital Raises25:24 - Your...
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:34 - Good News4:52 - Economic Indicators6:05 - Retail11:39 - Collins Foods (ASX: CKF)13:11 ...
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