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)
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 - Markets (part II)14:27 - Multiples16:18 - Fiducian Group (ASX: FID)19:29 - Generation Development Group (ASX: GDG)21:05 - Financialisation of the economy25:52 - Kinatico (ASX: KYP)30:22 - Promoters and raising capital32:49 - Keeping focused36:18 - How to stay in touch with us
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 - DroneShield (ASX: DRO)25:34 - Whole Brain Investing35:03 - 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: @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)33:01 - 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: @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 (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: @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 Insurance Group (ASX: PSI) & Insurance Broking46:39 - 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: @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 - Perplexity.ai and Google22:10 - US Growing Debt and Deficit Concerns27:46 - Inflation, Interest Rates, and Policy Decisions35:28 - Financial Repression40:38 - 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: @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 - Chrysos Corporation (ASX: C79)38:58 - Dropsuite (ASX: DSE)46:57 - What Is Strategy? by Michael Porter48:57 - 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: @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 (ASX: CTT)31:29 - Vitura Health (ASX: VIT) - CEO resignation and agreement with Code4 Cannabis38:11 - Mader Group (ASX: MAD)41:29 - Perth45:37 - 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: @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?20:34 - Cettire (ASX: CTT) latest developments25:42 - Your Question: How to invest when the world is falling apart?35:57 - Insurance Brokers38:40 - Doomsday investing pt II43:01 - Audinate Group (ASX: AD8) and adaptive enabler companies45:02 - Defence and energy companies49:26 - Gratitude
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 banned from leaving Australia42:52 - 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: @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 - Management, business reality and guidance38:33 - Norwegian sovereign wealth fund interview38:43 - Non-consensus and right42:25 - Forensic linguistics44:29 - Generalist investing50:44 - 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: @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 transition40:17 - 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: @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 strategy37:08 - 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: @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 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: @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, Trump29:43 - 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: @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 (ASX:JAN)40:03 - Government as a customer
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 predictions21:53 - Genex Power (ASX: GNX)30:43 - ESG fund flows reversing and ethical investing38:14 - Dusk Group (ASX: DSK)45:26 - Retail47:18 - 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: @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 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) II37:05 - Small cap news: Mesoblast (ASX: MSB) II39:09 - 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: @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 - Domino's Pizza Enterprises (ASX: DMP)13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect17:58 - Step One Clothing (ASX:STP)19:52 - Baby Bunting Group (ASX: BBN)20:33 - Temu24:56 - Altium (ASX: ALU) AGM26:14 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:55 - Good News (sort of)7:48 - Good News12:35 - OpenAI and Sam Altman drama27:28 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:43 - Good News - Carbon Storage4:42 - Good News - Neuralink7:35 - Good News - Cocaine Vaccine9:05 - Good News - AI/ChatGPT18:26 - Catapult Group International (ASX:CAT)25:46 - RPMGlobal Holdings (ASX: RUL)29:41 - OFX Group (ASX:OFX) (formerly OzForex Group)32:41 - Bitcoin37:38 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:50 - Good News 1:36 - Alcidion Group (ASX: ALC) cap raise16:04 - Whispir (ASX: WSP) takeover offer20:54 - ASX takeovers28:07 - Hipages Group Holdings (ASX: HPG)28:36 - Camplify Holdings (ASX: CHL)29:17 - Airtasker (ASX: ART)30:08 - Profitability inflection point32:28 - Bapcor (ASX: BAP)34:51 - Acquisitions38:08 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:53 - Good News1:44 - 8Common (ASX: 8CO)5:24 - Director Loans7:26 - Founder-led companies14:49 - Pointerra (ASX: 3DP)16:17 - Alcidion Group (ASX: ALC)16:58 - Integrated Research (ASX: IRI) & Iress (ASX: IRE)21:25 - Spooky stock situations28:27 - Yellow Brick Road Holdings (ASX: YBR)31:56 - Vmoto (ASX: VMT) & Rectifier Technologies (ASX: RFT)33:11 - Adore Beauty Group (ASX: ABY)37:17 - Retailers39:35 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:38 - Good News1:31 - CPI Figures12:30 - Takeovers12:54 - Damstra Holdings (ASX: DTC)21:27 - Bravura Solutions (ASX: BVS)21:55 - Alcidion Group (ASX: ALC)24:30 - Strategic takeovers26:24 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:47 - Good News7:22 - Howard Marks latest memo20:15 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:38 - Good news11:27 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:40 - Good News - metaverse progress10:25 - Michael Lewis defends SBF13:19 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:36 - Good News2:35 - Property13:16 - Pro Medicus (ASX: PME) wins its largest contract to date15:20 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:19 - Good News5:59 - Beam Communications Holdings (ASX: BCC)17:41 - Resmed (ASX: RMD)33:20 - Small cap takeovers34:06 - Cirrus Networks Holdings (ASX: CNW)35:26 - IntelliHR36:31 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:57 - Good News3:25 - Genex Power (ASX: GNX)7:15 - Live Wire Live8:19 - Jeremy Grantham11:55 - Super dominating the market15:11 - The passive bubble?21:02 - Medadvisor (ASX: MDR)25:45 - Superannuation flows opportunities26:27 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:06 - Good News3:56 - Alan Joyce departs Qantas9:15 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:47 - Good News5:22 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:53 - Good News4:06 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:18 - Good News5:21 - Macro China12:04 - 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 ARR25:07 - Kelly Partners Group Holdings (ASX: KPG) strategic review30:13 - Pointerra (ASX: 3DP) capital raising34:41 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g----- 0:45 - Good News5:15 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:59 - Room-temperature superconductor12:03 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:48 - Good news1:22 - Cogstate (ASX: CGS)2:12 - Archtis (ASX: AR9)9:58 - Twitter/X12:31 - Worldcoin/AI Agents26:10 - Ava Risk Group (ASX: AVA)30:36 - Volpara Health Technologies (ASX: VHT) and changing metrics33:58 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:41 - Good News5:54 - Doomsday Prepping13:36 - Hedging15:22 - The art of selling31:02 - Working from home42:29 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:50 - Good News5:21 - CRISPR10:05 - Claude 2 and ChatGPT16:27 - Qoria (ASX: QOR)24:38 - Damstra Holdings (ASX: DTC)29:58 - Alcidion Group (ASX: ALC)40:07 - Twitter vs. Threads49:59 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:43 - Good news5:59 - Biases - Anchoring & Confirmation18:39 - Latrobe Magnesium (ASX: LMG) and pre-revenue companies26:36 - 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 van44:35 - 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: @BabyGiantsPodSubscribe to our channel: https://youtu.be/ePm3gqrILpw-----0:40 - Good News3:28 - Collins Foods (ASX: CKF)9:02 - Taylor Swift causes inflation11:21 - Wagner's Prigozhin Russian Coup15:42 - Twiggy Forrest and hydrogen18:18 - Small Cap Good News: Bailador Technology Investments (ASX: BTI)22:21 - Small Cap Good News: SRG Global (ASX: SRG)24:37 - CPI Figures29:51 - 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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:39 - Good News7:42 - Retail Environment - David Jones8:35 - Best & Less Group Holdings (ASX: BST)10:32 - Recession Risk and Immigration16:18 - Retail: City Chic Collective (ASX: CCX), Universal Store Holdings (ASX: UNI)18:32 - Immigration21:16 - Cettire (ASX: CTT)23:18 - Temple & Webster Group (ASX: TPW)28:55 - Environmental Group (ASX: EGL)36:18 - Small Cap Good News36:36 - 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 News5:52 - Limeade (ASX: LME) acquired by WebMD at a 325% premium21:08 - Recapitalisations22:16 - Altium Limited (ASX: ALU)25:28 - LGI (ASX: LGI)39:17 - Tax loss selling41:39 - 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 News1:41 - Apple's Vision Pro17:12 - SEC sues Binance19:58 - EBOS Group (ASX: EBO) & Sigma Healthcare (ASX: SIG)32:20 - RBA raises target cash rate to 4.1 per cent33:06 - 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 News3:35 - NVIDIA Corporation (NASDAQ: NVDA)7:20 - Housing Market/Building Approvals7:39 - 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 Inflation19:28 - Capex shortage22:12 - Data#3 Limited (ASX: DTL)25:02 - Construction Companies27:38 - 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 news3:39 - US debt ceiling5:30 - BNPL regulated12:38 - 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 News7:20 - Self-driving taxis13:14 - Druckenmiller29:15 - Positioning for the economic environment32:11 - Woolworths Group Ltd (ASX: WOW)34:54 - Inflation38:38 - Telco sector39:56 - Superloop Ltd (ASX: SLC)42:50 - Aussie Broadband Ltd (ASX: ABB)48:55 - Symbio Holdings Ltd (ASX: SYM)52:06 - US debt ceiling