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Baby Giants Investing
BabyGiants
128 episodes
9 months ago
Join 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: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
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Investing
Business,
Entrepreneurship
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All content for Baby Giants Investing is the property of BabyGiants and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join 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: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
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Investing
Business,
Entrepreneurship
Episodes (20/128)
Baby Giants Investing
#128 - The Finale
Join 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: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...
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1 year ago
39 minutes

Baby Giants Investing
#127 - Yen Carry Trade, Whole Brain Investing, Airtasker & Hipages
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1gCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving-----1:42 - Macro: yen carry trade and impact on markets19:10 - Credit creation20:34 ...
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1 year ago
49 minutes

Baby Giants Investing
#126 - DroneShield, Advanced Braking Technology, Adacel Technologies
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:57 - Rotation to small caps7:50 - DroneShield (ASX: DRO)21:01 - Advanced Braking Technology (ASX: ABV)27:28 - Macro - China29:28 - Adacel Technologies (ASX: ADA)33...
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1 year ago
42 minutes

Baby Giants Investing
#125 - Aroa Biosurgery, Environmental Group, TechnologyOne
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...
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1 year ago
46 minutes

Baby Giants Investing
#124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree
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...
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1 year ago
55 minutes

Baby Giants Investing
#123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek
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...
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1 year ago
1 hour

Baby Giants Investing
#122 - Articore Group, XRF Scientific, Chrysos Corporation & Dropsuite
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 -...
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1 year ago
52 minutes

Baby Giants Investing
#121 - DroneShield, Cettire, Vitura, Mader & Alcidion
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 (...
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1 year ago
51 minutes

Baby Giants Investing
#120 - Polynovo, Inoviq, Cettire & Doomsday Investing
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?...
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1 year ago
53 minutes

Baby Giants Investing
#119 - Smartpay, Weebit Nano, Cogstate, Dicker Data
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
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1 year ago
47 minutes

Baby Giants Investing
#118 - Adrad, Dubber CEO Travel Ban, Xref & Cettire
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...
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1 year ago
51 minutes

Baby Giants Investing
#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing
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...
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1 year ago
53 minutes

Baby Giants Investing
#116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover
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...
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1 year ago
49 minutes

Baby Giants Investing
#115 - Dubber, Eroad's Dual CEOs, Cleanspace Holdings
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...
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1 year ago
51 minutes

Baby Giants Investing
#114 - Mcgrath, Objective Corporation, JB Hi-Fi & Close The Loop
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)
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1 year ago
48 minutes

Baby Giants Investing
#113 - Stealth Group Holdings, Austco Healthcare, XRF Scientific, Woolworths Interview
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...
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1 year ago
37 minutes

Baby Giants Investing
#112 - Your Questions: Uranium & Boss Energy, Ava Risk Group, Volpara & Ansarada
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...
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1 year ago
48 minutes

Baby Giants Investing
#111 - Nick Scali, Pureprofile, Playside Studios, Janison
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...
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1 year ago
46 minutes

Baby Giants Investing
#110 - Nanosonics, Keypath Education, Retail Food Group
Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
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1 year ago
49 minutes

Baby Giants Investing
#109 - We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!
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
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1 year ago
1 hour 7 minutes

Baby Giants Investing
Join 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: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03...