Shows
Baby Giants Investing#100 - Jumbo Interactive, Xtek, Dropsuite & Howard MarksAndrew, 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)
2023-10-1955 minBaby Giants Investing#99 - Prophecy International, RPMGlobal, Electro Optic Systems & Advance ZinctekAndrew, 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...
2023-10-1235 minBaby Giants Investing#98 - Beforepay Group, Enero Group, Emvision Medical Devices & Bond YieldsAndrew 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...
2023-10-0545 minBaby Giants Investing#97 - Supply Network, Siteminder, & Pro Medicus' New ContractAndrew, 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
2023-09-2845 minBaby Giants Investing#96 - Beam Communications, Resmed & Small Cap Takeovers (Cirrus Networks, Eroad, Infomedia)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: C...
2023-09-2153 minBaby Giants Investing#95 - Genex Power, Medadvisor & Super Dominating the MarketMatt 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 (A...
2023-09-1430 minBaby Giants Investing#94 - Investment Resources + Step One Clothing, Dropsuite & LaserBondAndrew, 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)
2023-09-0745 minBaby Giants Investing#93 - Earnings Season Continues! Appen, Jumbo Interactive, DroneShield, Vitura, AVA Risk GroupAndrew 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)
2023-08-3137 minBaby Giants Investing#92 - Earnings Season! Objective Corp, Enivrosuite, Audinate, Data#3, & ARB CorpAndrew 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
2023-08-2435 minBaby Giants Investing#91 - JB Hi-Fi, Nick Scali, Stealth Global, Kelly Partners & PointerraAndrew 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...
2023-08-1739 minBaby Giants Investing#90 - Redbubble, Australian Ethical Investment & AnsaradaAndrew, 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)
2023-08-1040 minBaby Giants Investing#89 - Pointerra, Helloworld, DroneShield + Room-Temp SuperconductorsAndrew, 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
2023-08-0338 minBaby Giants Investing#88 - Archtis, Worldcoin/AI Agents, Ava Risk Group, Catapult & VolparaAndrew, 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 - Vo...
2023-07-2746 minBaby Giants Investing#87 - When to sell a stock? + Plenti Group, Vysarn, & Australian Ethical InvestmentAndrew, 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...
2023-07-2048 minBaby Giants Investing#86 - Your Requests: Qoria, Damstra, & Alcidion + Twitter vs. ThreadsAndrew, 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 v...
2023-07-1354 minBaby Giants Investing#85 - Your Suggestions: Biases, Latrobe Magnesium and Pre-Revenue Companies, ikeGPS & PainChekAndrew, 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)
2023-07-0652 minBaby Giants Investing#84 - Collins Foods & Index Inclusions ft. McMillan Shakespeare, Hansen Technologies, & CodanJoin 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...
2023-06-2943 minBaby Giants Investing#83 - Retailers (Best & Less, City Chic, Cettire), Environmental Group, Small Cap Good News & IressAndrew, 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...
2023-06-2253 minBaby Giants Investing#82 - Limeade Acquired, LGI, Tax Loss Selling (Envirosuite, Fiducian Group, & Advance Zinctek)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...
2023-06-1551 minBaby Giants Investing#81 - EBOS Group & Sigma Healthcare, Volpara Health Technologies, & Apple's Vision ProAndrew, 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)
2023-06-0842 minBaby Giants Investing#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in InvestingAndrew, 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 (A...
2023-06-0151 minBaby Giants Investing#79 - BNPL Regulated & Results: Xero, Catapult, Eroad, & WebjetAndrew, 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)
2023-05-2553 minBaby Giants Investing#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's SpeechesAndrew, 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
2023-05-1856 minBaby Giants Investing#77 - The Budget, Berkshire, Redbubble, SRG Global, Dicker Data, Bubs Australia CEO TerminatedAndrew, 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 News2:41 - Federal Budget15:25 - Berkshire Meeting26:37 - Redbubble (ASX: RBL)37:45 - SRG Global (ASX: SRG)40:11 - Dicker Data (ASX: DDR)43:32 - Bubs Australia (ASX: BUB) CEO Termination
2023-05-1146 minBaby Giants Investing#76 - Reality-Based Investing, Vaping Ban & Investment Ethics, Kip McGrath Education Centres, & Propel Funeral PartnersAndrew, 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 Meeting6:38 - Good News8:05 - Balaji Concedes $1m Bitcoin...
2023-05-0448 minBaby Giants Investing#75 - Weebit Nano, Ava Risk Group, Auto-GPT, Commercial Real Estate, Defence Review, & LagardeAndrew 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 news5:50 - Auto-GPT19:00 - Weebit Nano Ltd (ASX: WBT)29:05 - Commercial real estate35:42 - Ava Risk Group Ltd (ASX: AVA)38:11 - Defence Strategic Review44:12 - ECB President Christine Lagarde's speech
2023-04-2751 minBaby Giants Investing#74 - Your Suggestions: EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings & Clean Teq WaterAndrew 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 News3:35 - Apple launches its savings account14:53 - EML Payments Ltd (ASX: EML)22:18 - Smartpay Holdings Ltd (ASX: SMP))28:00 - Connexion Telematics Ltd (ASX: CXZ)31:14 - Liquidity38:07 - Beamtree Holdings Ltd (ASX: BMT)43:59 - Clean Teq Water Ltd (ASX: CNQ)
2023-04-2052 minBaby Giants Investing#73 - The Pathology Providers (Australian Clinical Labs, Sonic Healthcare, & Healius) & MilkRun shuts downAndrew, 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 News5:12 - Elon and Twitter9:05 - MilkRun shuts down16:00 - 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
2023-04-1344 minBaby Giants Investing#72 - RBA Pauses Rates & Credit Corp GroupAndrew, 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 News4:18 - RBA pauses interest rates6:36 - Gold10:26 - Property25:22 - Financial repression and Russell Napier29:44 - Technology led growth and demographics33:31 - Trade shortage36:23 - The defence of capitalism37:50 - Capital intensive businesses43:47 - Credit Corp Group (ASX: CCP)
2023-04-0654 minBaby Giants Investing#71 - Weebit Nano, Redbubble's CEO Change, AI and ChatGPTAndrew, 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 & AI5:54 - ChatGPT Plugins10:15 - AI and Jobs18:18 - Weebit Nano (ASX: WBT)29:58 - Redbubble (ASX: RBL)
2023-03-3041 minBaby Giants Investing#70 - Banking Crisis, GPT-4, & WhispirAndrew, 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: @BabyGiantsPod1:13 - Good news8:30 - Banking Crisis - Silicon Valley Bank28:31 - Banking Crisis - Credit Suisse32:18 - Banking Crisis - Bitcoin41:03 - Whispir (ASX: WSP)
2023-03-2355 minBaby Giants Investing#69: Pro Medicus founder Sam HupertAndrew, 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 Medicus3:26 - Capital management8:39 - Role of luck in the business11:10 - Signs that a company is in the right place at the right time14:04 - Deconstructed paths/AI19:00 - Valuing Pro Medicus and buybacks20:38 - Potential takeover target21:59 - Retention o...
2023-03-1642 minBaby Giants Investing#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey NormanAndrew, 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 News12:48 - Tinybeans Group (ASX: TNY)21:56 - Company Pivots - Hills (ASX: HIL)25:11 - Good vs Bad expansion plans30:45 - Reverse Corp (ASX: REF) - Delisted33:53 - Sum of the parts theses34:37 - Harvey Norman Holdings (ASX: HVN)37:12 - C...
2023-03-0950 minBaby Giants Investing#67 - EBOS the underappreciated blue chip, Raiz's foray of folly, XRF Scientific, and getting active in a new regimeMatt 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 News4:35 - EBOS Group (ASX: EBO)15:09 - RAIZ Invest (ASX: RZI)26:55 - XRF Scientific (ASX: XRF)41:10 - 3D Printed Rocket41:28 - Balancing action vs research44:58 - Regime change
2023-03-0247 minBaby Giants Investing#66 - Your Questions Answered (Weebit Nano & Mader), Public Markets vs VC, Adairs, & Carl IcahnAndrew 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 News4:53 - Weebit Nano Ltd (ASX: WBT)14:24 - Public Markets vs Venture Capital23:11 - Mader Group Ltd (ASX: MAD)35:48 - Adairs Ltd (ASX: ADH)42:47 - Carl Icahn, Blockbuster and Netflix
2023-02-2346 minBaby Giants Investing#65 - Earnings Season (Temple & Webster, JB Hi-Fi, Nick Scali, Audinate, Pro Medicus, Mad Paws), Bing vs Google, Aliens or Spy Balloons?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 News4:03 - (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...
2023-02-1648 minBaby Giants Investing#64 - Tech giant slowdown and AI wars (Google, Microsoft, Amazon, Meta), Appen, Wage Inflation, Regime Change, & CettireAndrew, 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 news3:01 - Andrew's property rant7:10 - More good news7:58 - Bad News: 52 million dead chickens11:16 - Big tech AI wars and future of AI20:36 - Appen (ASX: APX)23:27 - Big tech giants slowdown29:09 - Wage inflation41:11 - Central bank errors and a potential regime...
2023-02-0959 minBaby Giants Investing#63 - Mader, DUG Technology, Pointerra, Camplify, AVA Risk, Advance Braking, DouughAndrew, 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
2023-02-0359 minBaby Giants Investing#62 - MedAdvisor, Linktree, Doctor Care Anywhere, Beforepay, post Covid trends & MyerAndrew, 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 news6:26 - Medadvisor (ASX: MDR)15:01 - Linktree20:46 - Ansarada (ASX: AND)21:40 - Doctor Care Anywhere (ASX: DOC)27:35 - Beforepay (ASX: B4P)36:00 - Post Covid trends47:04 - Myer (ASX: MYR)
2023-01-2550 minBaby Giants Investing#61 - Red flags for investors, Hipages, Xero, Redbubble, and NanosonicsAndrew, 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 news08:20 - Redbubble (ASX: RBL)20:12 - Red flags for investors39:08 - Listener wild predictions41:04 - Hipages (ASX: HPG)46:52 - Xero (ASX: XRO)52:10 - Nanosonics (ASX: NAN)
2023-01-1953 minBaby Giants Investing#60 - Wild predictions for 2023, Apple's AR/VR headset, Cosol, recession likelyhood & revisting our 2022 forecastsAndrew, 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 headset15:44 - Cosol (ASX: COS) & ASX IT service providers33:39 - Looming recession45:05 - Revisitting 2022 forecasts
2023-01-1254 minBaby Giants Investing#59 - ChatGPT goes viral, Elon, Twitter & Tesla, John Huber & the investors edge, Symbio, BWX, City Chic & AlcidionAndrew, 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 inflation16:08 - Claude's take on Elon, Twitter & Tesla24:07 - Kev: John Huber on the investors edge34:42 - Symbio (ASX: SYM)36:20 - BWX (ASX: BWX) & City Chic (ASX: CCX)37:09...
2022-12-2238 minBaby Giants Investing#58 - Tyro & Bigtincan reject offers, Downer goes down, how to evaluate management incentives, New gas price caps, SDI, Claude’s buy signals, REIT redemptions & a property downspiralAndrew, 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 rocket11:49 - Bigtincan (ASX: BTH)12:17 - Tyro (ASX: TYR)17:16 - Downer (ASX: DOW)18:58 - Evaluating management incentives25:53 - New...
2022-12-1455 minBaby Giants Investing#57 - AI ChatGPT, Felix, Frontier Digital Ventures, AGM Rapid fire: Bigtincan, LaserBond, Nanonsonics, IPD Group, Supply Network & Andrew & Claude’s lifetime Bitcoin betAndrew, 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: SN...
2022-12-0755 minBaby Giants Investing#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App StoreAndrew, 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-36:55 - 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...
2022-12-0158 minBaby Giants Investing#55 - Life360, Stock based comp, Cettire's big selldown, Best & Less, Lovisa, Shaver Shop, Top 10 ASX stocks from the past decade, ASX cancels blockchain, New words for 2023, Probability matching, Nearmap & Good DrinksAndrew, 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 & dishbrain7:53 - Life360 (ASX:360) capital raise9:08 - Stock based compensation15:35 - Cettire's (ASX:CTT) big selldown20:16 - Retail wrap up: Best...
2022-11-2353 minBaby Giants Investing#54 - MSL Solutions & Origin Energy Takeovers, Xero Results, Whispir Cuts Staff, Aeris ResourcesAndrew, 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 folding7:52 - Schadenfreude and the FTX collapse15:07 - MSL Solutions (ASX: MSL) takeover20:27 - Origin Energy (ASX: ORG) takeover bid22:07 - AGL Energy Limited (ASX...
2022-11-1746 minBaby Giants Investing#53 - The Fed pivot, RBA's Google reviews, Novatti, Lark Distilling, Perpetual, Crypto crash, ASX takeover targets, Marley Spoon & China's baby problemAndrew, 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 light5:38 - The Fed pivot13:01 - RBA Google reviews21:43 - Novatti (ASX: NOV)25:21 - Lark Distilling Co (ASX: LRK)31:24 - Perpetual (ASX: PPT)37:14 - Crypto crash43:44 - ASX takeover targets...
2022-11-0959 minBaby Giants Investing#52 - Aussie Tech Takeovers, Meta's Metaverse Bet, Elon & Aussie House PricesAndrew, 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 reality2:38 - Meta's (NASDAQ: META) metaverse bet10:08 - VR and augmented reality13:47 - China and Taiwan14:34 - Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL) and tech stocks19:08 - TikTok20:40 - China, trade a...
2022-11-0348 minBaby Giants Investing#51 - ELMO's Takover Offer, Whispir, Codan, Credit Clear, Charlie Munger & Aussie Inflation.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 Chip2:18 - Good News: Geothermal2:46 - Good News: Child poverty reduced3:07 - Good News: Lab-grown hair follicles3:41 - Good News: Bison born in UK4:54 - Chinese stocks and Xi's third term7:42 - Deglobalisation and nuclear12:42 - Munger's Alibaba Bet18:09...
2022-10-2753 minBaby Giants Investing#50 - Which info sources can you trust? DroneShield, AF Legal, DropSuite, Australian Ethical, Lab-Grown Brain Cells, Meta & VR.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 platform2:32 - Good News: Gas prices and storage5:47 - Lab-grown brain cells play Pong8:36 - DroneShield (ASX: DRO)19:26 - Meta (NASDAQ: META) VR day27:05 - Investing information sources37:05 - AF Legal Group (ASX: AFL)44:25 - Dropsuite (ASX: DSE)51:04 - Australian Ethical Investment...
2022-10-2058 minBaby Giants Investing#49 - AI & software 3.0, Appen, Dubber, Cathie Wood's letter to the Fed, Druckenmiller, medical cannabis & GDP statsAndrew, Matt and Kev chat faster EV charging times, AI & software 3.0, Appen's outlook , Dubber's restatement, Cathie Wood's 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 mission6:16 - Good News: AI & software 3.012:31 - Appen (ASX: APX)17:22 - Dubber (ASX: DUB)21:09 - Cathie Wood' letter to the Fed25:35 - Nuggets from Stan Druckenmiller39:40 - Legal marijuana in Australia48:04 - Australian GDP data
2022-10-1351 minBaby Giants Investing#48 - Aussies the worlds richest, the UK's Lehman moment, signs for market bottoms, Credit Suisse, Bigtincan + Livetiles, Zoom2u, the latest on Elon, & AtomosAndrew, 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 AtomosFollow us on Twitter: @BabyGiantsPod----- 0:44 - Good News: AI generated video1:41 - Good News: Australian's topping the global wealth ladder6:15 - The UK's Lehman moment13:11 - Signs for market bottoms25:53 - Credit Suisse28:50 - Bigtincan (ASX: BTH) & LiveTiles (ASX: LVT)35:58 - Zoom2U (ASX: Z2U)46:26 - Latest o...
2022-10-0554 minBaby Giants Investing#47 - The Mystery of Money, Eurodollars, Cogstate, Silex Systems, & Family Zone Cyber SafetyAndrew, 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: Nanotubes2:16 - Good News: Carbon Capture7:26 - Good News: Patagonia Founder9:25 - Nord Stream sabotage12:21 - Lebanon, banking and money creation17:00 - Eurodollars28:03 - Cogstate (AS...
2022-09-2952 minBaby Giants Investing#46 - Robot replacements, Unprofitable buybacks, Objective Corp, Genetic Signatures, & CatapultAndrew, 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: AI3:51 - Good News: Immunology and lupus4:43 - Charter Hall (ASX: CHC) CEO's controversial claim12:30 - Biden says U.S. would defend Taiwan14:38 - Russia's conscription16:02 - oOh!Media's (ASX: OML) buyback24:01...
2022-09-2249 minBaby Giants Investing#45 - The 5 paths for the world economy, QANTAS Buyback, Takeover Targets (Nuix & Tyro), Beam Communications vs AppleAndrew, 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 art4:04 - Good News: Woman can smell Parkinson's6:51 - Good News: Developments in Ukraine9:09 - US inflation print13:11 - QANTAS (ASX: QAN) buying back stock17:40...
2022-09-1552 minBaby Giants Investing#44 - RBA Rate Hike, Your Questions Answered - iCollege, Jayride, Bigtincan, & Etherstack, Russia cuts off the gas, is BeReal for real?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 Saved2:06 - Macro: RBA rates rise8:48 - Macro: Russia shuts Nord Stream pipeline17:38 - Macro: US & China decoupling20:48 - BeReal - the most downloaded app24:04 - iCollege Ltd (ASX: ICT)32:43 - Jayride Group Ltd (ASX: JAY)...
2022-09-0855 minBaby Giants Investing#43 - Earnings Season Bonanza:Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, Lovisa, Powell's Speech, Property Markets, & BNPL WoesAndrew, Matt and Claude, chat about the latest development in quantum computing, Powell's Jackson Hole speech, the EU energy crisis, China, Aussie property, 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 Computing1:54 - Retail Sales3:53 - Federal Reserve's Jackson Hole Speech5:56 - Chinese Property Market11:31 - EU Energy Crisis
2022-09-0151 minBaby Giants Investing#42 - Earnings Rapid Fire (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Flying Cars, and the Bank of England's bombshell!Andrew, Matt and Kev talk through the good news including flying cars, a busy earnings season (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), 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 mice1:30 - Good News - Deep brain depression treatment1:45 - Good News - Flying Cars!3:40 - Earnings Rapid Fire3:49 - Envirosuite Ltd (ASX: EVS)10:05 - Pentanet Ltd (ASX: 5GG)
2022-08-2559 minBaby Giants Investing#41 - Nearmap's $1.1b Takeover Bid, rapid results roundup: Clinuvel Pharmaceuticals, Redbubble, Temple & Webster & 4DS MemoryAndrew, 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 - Fusion3:16 - Patents/New Technology4:45 - Nearmap (ASX: NEA) takeover offer from Thomas Bravo16:15 - Clinuvel Pharmaceuticals (ASX: CUV)28:11 - Redbubble (ASX: RBL)36:57 - Temple...
2022-08-1853 minBaby Giants Investing#40 - Anti-ESG Investing, Novatti, CBDC's & Crypto, Meme Stocks, & Amazon Prime vs KoganAndrew, 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 Cure1:43 - Good News: Blood Donations2:27 - Good News: Wildlife using underpasses3:22 - Good News: Great Barrier Reef coral cover4:38 - Kardashians, TikTok and the future of s...
2022-08-1157 minBaby Giants Investing#39 - Quarterly Report Rapid Fire, Recession Conspiracies, China vs Taiwan, LiveTiles delisting from the ASXClaude 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 Ukraine1:35 - Definition of a recession/Recession threat7:47 - Is travel bouncing back?11:31 - Quarterly Rapid Fire11:49 - MedAdvisor (ASX: MDR)15:23 - SECOS Group Limited (ASX: SES)19:32 - Ansarada (ASX: AND)
2022-08-0456 minBaby Giants Investing#38 - Positive USA economic data, LaserBond, Nitro Software, Beam Communications, & Bank of China's woesThe 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
2022-07-2959 minBaby Giants Investing#37 - Wirecard's big fraud, China's mortgage crisis, Earlypay, NY Times climate change poll, Zelensky's purge & DropsuiteThe 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
2022-07-211h 00Baby Giants Investing#36 - Elon v Twitter, EML Payments, Long term holds & market gains, Russia cuts gas & EnvirosuiteAndrew, 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
2022-07-1456 minBaby Giants Investing#35 - Medical Developments, RBA lifts rates again, Klarna's valuation cut, Tyro, NFTs & PainChekClaude 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
2022-07-0755 minBaby Giants Investing#34 - Recession cycles, the Bullwhip effect, Kelly+Partners, BWX, Milkrun, & FY22 IPO'sWe 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
2022-06-3057 minBaby Giants Investing#33 - FBR, Xref, Pointsbet, How to Avoid a Climate Disaster by Bill Gates, and the benefits of investing in unloved industriesThe 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
2022-06-2449 minBaby Giants Investing#32 - Market sell off, Druckenmiller, Claude's take on Nanosonics, Google's sentient AI and the crypto crashAndrew, 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
2022-06-1653 minBaby Giants Investing#31 - RBA rate rise, building & materials inflation, the energy crunch, lithium crash, Raiz, SiteMinder, and ElonThe 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
2022-06-0956 minBaby Giants Investing#30 - Appen, Bubs, EU's Russian oil ban, ikeGPS, Codan & SmartpayAndrew, 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
2022-06-0253 minBaby Giants Investing#29 - Labor's election win, Construction & Contractors, GenusPlus, ASA Event & Bailador, Serko and SnapAndrew, 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
2022-05-2658 minBaby Giants Investing#28 - SelfWealth, Stealth Global, Claude's take on AGL, Infomedia and Step OneWe 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
2022-05-1955 minBaby Giants Investing#27 - Markets in Turmoil, Green mining boom, Tinybeans, Pushpay, DGL, ELMO, RPM GlobalAndrew, 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
2022-05-1257 minBaby Giants Investing#26 - RBA lifts rates, Inflation & Bitcoin at Berkshire, Kogan, Pointerra, Dubber, AGL & Ava RiskWe 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
2022-05-0553 minBaby Giants Investing#25 - Pushpay, Twitter, Marley Spoon, Beforepay, Life360, Cettire, and ChinaMatt 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.
2022-04-291h 00Baby Giants Investing#24 - Redbubble, Envirosuite, Cogstate, Zebit, Volpara, Netflix and Red NoticeMatt 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.
2022-04-2254 minBaby Giants Investing#23 - Energy One & the Hype CycleWe dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycle
2022-04-1451 minBaby Giants Investing#22 - RPMGlobal & the impact of an Inverted Yield CurveWe 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
2022-04-0751 minBaby Giants Investing#21 - PropTech and the latest Howard Marks memoThe team take a look at fast growing real estate software business PropTech, and talk the latest Howard Marks memo: The Pendulum in International Affairs.
2022-04-0151 minBaby Giants Investing#20 - Pointerra and the MetaverseWe jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverse
2022-03-2445 minBaby Giants Investing#19 - Cettire and food inflationWe take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.
2022-03-1747 minBaby Giants Investing#18 - Special guest Cogstate CEO, Brad O'ConnorWe are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.
2022-03-1050 minBaby Giants Investing#17 - The Russia-Ukraine crisis & Electro Optic SystemsWe discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.
2022-03-0347 minBaby Giants Investing#16 - ELMO Software and growth by acquisitions.We take a look at the growth engines behind ELMO Software's HR platform, and the pros and cons of bolt on acquisitions.
2022-02-2447 minBaby Giants Investing#15 - Adore Beauty and the future of E-commerceIs online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?
2022-02-1847 minBaby Giants Investing#14 - Pro Medicus from Baby to Giant, plus the pros & cons of bootstrapping growthThe baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.
2022-02-1046 minBaby Giants Investing#13 - Dubber and the many variants of ARR (Annualised Recurring Revenue)We talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).
2022-02-0445 minBaby Giants Investing#12 - The market sell off, and CogstateWe chat about the current selldown hitting markets globally, and dive into fast growing cognitive testing company Cogstate.
2022-01-2846 minBaby Giants Investing#11 - Special guest Tinybeans CEO Eddie Geller, BeforePay's IPO bust & the latest Redbubble resultsWe 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.
2022-01-2058 minBaby Giants Investing#10 - Volpara, beware the social media 'pure play' and a positive predictionWe 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.
2022-01-1355 minBaby Giants Investing#9 - Tinybeans, EBOS, and some wild predictions for 2022 and beyondWe discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
2022-01-0759 minBaby Giants Investing#8 - Reflections and lessons from investing in 2021We wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.
2021-12-2429 minBaby Giants Investing#7 - Unpacking Marley Spoon's meal-kit business model, and some of our favourite books to enjoy over the holidaysWe sink our teeth into Marley Spoon's meal-kit business, and have some last minute book recommendations for everyone's Christmas list.
2021-12-171h 01Baby Giants Investing#6 - Alcidion's acquisition, the wild world of Aussie small caps, Bapcor, and the return of volatilityAlcidion 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.
2021-12-0950 minBaby Giants Investing#5 - Omicron and NanosonicsA 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.
2021-12-0249 minBaby Giants Investing#4 - BeforePay, Catapult, Bapcor's CEO departure, and a Pushpay questionAndrew, 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.
2021-11-2554 minBaby Giants Investing#3 - Pushpay and ClueyPushpay (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.
2021-11-1856 minBaby Giants Investing#2 - Infomedia, Electric vehicles, MSL Solutions, and a vexing hypotheticalKevin, 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?
2021-11-1056 minBaby Giants Investing#1 - Redbubble and AVA Risk GroupLoved 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.
2021-11-0354 min