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: @BabyGiantsPod Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving Claude's website: arichlife.com.au Andrew's investing network: strawman.com ----- 1:05 - Baby Giants is ending 2:30 - Market rebound 6:47 - Tangents - travel stories and ticks ...
Aug 22, 2024•40 min•Ep. 128
Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving ----- 1:42 - Macro: yen carry trade and impact on markets 19:10 - Credit creation 20:34 - ...
Aug 08, 2024•49 min•Ep. 127
Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:57 - Rotation to small caps 7:50 - DroneShield (ASX: DRO) 21:01 - Advanced Braking Technology (ASX: ABV) 27:28 - Macro - China 29:28 - Adacel Technologies (ASX: A...
Aug 01, 2024•43 min•Ep. 126
Andrew, Matt, and Claude discuss the Environmental Group, Aroa Biosurgery and the other listed wound care businesses, before finishing off with a discussion on TechnologyOne. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:07 - Good News 11:20 - Environmental Group (ASX: EGL) 20:28 - Aroa Biosurgery (ASX: ARX) 32:58 - Inferior product, but superior business - Domino's Pizza Enterprises (ASX: DMP) 34:48 - TechnologyOn...
May 23, 2024•46 min•Ep. 125
Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:51 - US Tariffs on Chinese EVs 16:52 - Bapcor (ASX: BAP) & Consultants 22:20 - Retail Food Group (ASX: RFG) 26:06 - Perpetual (ASX: PPT) 35:00 - PSC...
May 16, 2024•56 min•Ep. 124
Andrew, Matt, and Claude discuss Druckenmiller's latest comments on AI and the US's soaring debt and deficit woes. As well as Macquarie Technology Group and sociological investing, plus some small cap news from: FINEOS, Aussie Broadband and PainChek. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:05 - Good News 5:40 - Druckenmiller and AI 8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing 15:51 ...
May 09, 2024•1 hr•Ep. 123
Andrew, Matt, and Claude discuss low-quality cashed up businesses, plus they dive into quarterly season with: Articore Group formerly Redbubble, XRF Scientific, Chrysos Corporation and Dropsuite. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:07 - Good News 3:44 - LiveHire (ASX: LVH) 5:18 - Low-quality cashed up businesses 12:30 - Articore Group (ASX:ATG) formerly Redbubble 19:57 - XRF Scientific (ASX: XRF) 25:50 - ...
May 02, 2024•52 min•Ep. 122
Andrew and Matt cover the latest from DroneShield and their recent raise, the unfolding narrative at Cettire, Vitura's CEO resigning amidst an agreement dispute with Code4 Cannabis, plus insights into Mader's office culture, and Alcidion's latest quarterly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:04 - Good News 4:41 - A cure for dental cavities 10:28 - Your Question: DroneShield (ASX: DRO) 22:11 - Cettire (AS...
Apr 25, 2024•51 min•Ep. 121
Andrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, they delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 4:30 - Polynovo (ASX: PNV) 13:22 - Inoviq (ASX: IIQ) 15:11 - SDI (ASX: SDI) & David Williams 17:09 - Investors worth follow...
Apr 11, 2024•53 min•Ep. 120
Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 7:35 - Smartpay Holdings (ASX: SMP) 16:36 - Weebit Nano (ASX: WBT) 26:12 - Cogstate (ASX: CGS) 30:58 - Dicker Data (ASX: DDR) 42:08 - NDIS new job creation 44:40 - Gratitude...
Apr 04, 2024•48 min•Ep. 119
Andrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:13 - Good News 10:09 - The Reinhart-Rogoff error 12:56 - Macro News 14:36 - Adrad Holdings (ASX: AHL) 26:02 - Vaclav Smil and Net Zero 36:06 - Dubber Corporation (ASX:DUB...
Mar 28, 2024•51 min•Ep. 118
Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:32 - Macro - inflation & deficits 10:18 - ImExHS (ASX: IME) 16:36 - Companies accommodating to analysts and the market 19:14 - RPMGlobal Holdings (ASX: RUL) 30:57 - DCFs 35:00 - Mana...
Mar 21, 2024•53 min•Ep. 117
Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 4:20 - Possible TikTok ban in the US 16:12 - Claude AI 27:40 - ASX AI opportunities? 30:08 - Nextdc (ASX: NXT) 31:47 - Bitcoin energy consumption 38:06 - The energy trans...
Mar 14, 2024•50 min•Ep. 116
Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 4:46 - Your question: quality companies leaving the ASX? 11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC) 25:59 - Claude's idea 31:08 - Eroad's (ASX: ERD) dua...
Mar 07, 2024•51 min•Ep. 115
Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 7:04 - Inflation 18:09 - Mcgrath (ASX: MEA) 22:33 - Objective Corporation (ASX: OCL) 32:15 - JB Hi-Fi (ASX: JBH) 38:54 - Close The Loop (ASX: CLG)...
Feb 29, 2024•48 min•Ep. 114
Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 6:06 - Stealth Group Holdings (ASX: SGI) 9:35 - Austco Healthcare (ASX: AHC) 12:56 - XRF Scientific (ASX: XRF) 18:34 - Global economies and employment 26:00 - Woolwor...
Feb 22, 2024•38 min•Ep. 113
Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:18 - Good News 5:48 - Boss Energy (ASX: BOE) and uranium 16:42 - Macro - inflation, interest rates, Trump 29:43 - Ava ...
Feb 15, 2024•49 min•Ep. 112
Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 2:20 - Nick Scali (ASX: NCK) 13:09 - Pureprofile (ASX: PPL) 21:44 - Adacel Technologies (ASX: ADA) 27:06 - Playside Studios (ASX: PLY) 34:58 - Janison Education Gro...
Feb 08, 2024•47 min•Ep. 111
Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
Feb 01, 2024•50 min•Ep. 110
Matt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024 Follow us on Twitter: @BabyGiantsPod
Jan 26, 2024•1 hr 7 min•Ep. 109
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:34 - Good News 3:47 - AI product market fit 8:01 - Foreign investment in China turns negative 10:53 - End of year p...
Dec 14, 2023•49 min•Ep. 108
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:35 - Good News 11:47 - Favourite Munger Quotes 16:17 - Owners Earnings 22:58 - Your Question: Tracking Capital Raises 25:24 - Your Question: Vmo...
Dec 07, 2023•45 min•Ep. 107
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:34 - Good News 4:52 - Economic Indicators 6:05 - Retail 11:39 - Collins Foods (ASX: CKF) 13:11 - ...
Nov 30, 2023•52 min•Ep. 106
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:55 - Good News (sort of) 7:48 - Good News 12:35 - OpenAI and Sam Altman drama 27:28 - Volpara Health Technologies (ASX: VHT) 40:08 - Pro Medicus (...
Nov 23, 2023•45 min•Ep. 105
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:43 - Good News - Carbon Storage 4:42 - Good News - Neuralink 7:35 - Good News - Cocaine Vaccine 9:05 - Good News - AI/ChatGPT 18:26 ...
Nov 16, 2023•43 min•Ep. 104
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 1:36 - Alcidion Group (ASX: ALC) cap raise 16:04 - Whispir (ASX: WSP) takeover offer 20:54 - ASX takeovers 28:07 - Hipages Group Holdings (ASX: HPG) 28:36 - Camplify Holdings (ASX: C...
Nov 09, 2023•53 min•Ep. 103
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 1:44 - 8Common (ASX: 8CO) 5:24 - Directo...
Nov 02, 2023•51 min•Ep. 102
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good News 1:31 - CPI Figures 12:30 - Takeovers 12:54 - Damstra Holdings (ASX: DTC) 21:27 - Bravura Solutions (ASX: BVS) 21:55 - Alcidion Group (ASX: ALC) 24:30 - Strategic tak...
Oct 26, 2023•42 min•Ep. 101
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 7:22 - Howard Marks latest memo 20:15 - Livetiles (ASX: LVT) 24:58 - Jumbo Interactive (ASX: JIN) 37:56 - Xtek (ASX: XTE) 49:15 - Dropsui...
Oct 19, 2023•56 min•Ep. 100
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:38 - Good news 11:27 - Prophecy International Holdings (ASX:PRO) 24:15 - RPMGlobal Holdings (ASX:RUL) 25:19 - Electro Optic Systems Hol...
Oct 12, 2023•36 min•Ep. 99
