Baby Giants Investing

BabyGiants•www.babygiants.com.au

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)

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Episodes

#8 - Reflections and lessons from investing in 2021

We wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.

Dec 24, 2021•30 min

#7 - Unpacking Marley Spoon's meal-kit business model, and some of our favourite books to enjoy over the holidays

We sink our teeth into Marley Spoon's meal-kit business, and have some last minute book recommendations for everyone's Christmas list.

Dec 16, 2021•1 hr 1 min

#6 - Alcidion's acquisition, the wild world of Aussie small caps, Bapcor, and the return of volatility

Alcidion 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.

Dec 09, 2021•50 min

#5 - Omicron and Nanosonics

A 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.

Dec 01, 2021•50 min

#4 - BeforePay, Catapult, Bapcor's CEO departure, and a Pushpay question

Andrew, 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.

Nov 25, 2021•54 min

#3 - Pushpay and Cluey

Pushpay (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.

Nov 17, 2021•56 min

#2 - Infomedia, Electric vehicles, MSL Solutions, and a vexing hypothetical

Kevin, 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?

Nov 10, 2021•56 min

#1 - Redbubble and AVA Risk Group

Loved 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.

Nov 03, 2021•55 min

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