The 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
Jul 28, 2022•1 hr
The 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
Jul 21, 2022•1 hr
Andrew, 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...
Jul 14, 2022•56 min
Claude 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
Jul 07, 2022•56 min
We 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
Jun 30, 2022•57 min
The 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
Jun 23, 2022•49 min
Andrew, 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
Jun 16, 2022•53 min
The 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...
Jun 09, 2022•56 min
Andrew, 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
Jun 02, 2022•54 min
Andrew, 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 ...
May 26, 2022•58 min
We 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
May 19, 2022•55 min
Andrew, 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...
May 12, 2022•58 min
We 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] - M...
May 05, 2022•54 min
Matt 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.
Apr 28, 2022•1 hr 1 min
Matt 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.
Apr 21, 2022•54 min
We dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycle
Apr 14, 2022•51 min
We 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
Apr 07, 2022•51 min
The team take a look at fast growing real estate software business PropTech, and talk the latest Howard Marks memo: The Pendulum in International Affairs.
Mar 31, 2022•51 min
We jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverse
Mar 24, 2022•45 min
We take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.
Mar 17, 2022•47 min
We are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.
Mar 10, 2022•51 min
We discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.
Mar 03, 2022•47 min
We take a look at the growth engines behind ELMO Software's HR platform, and the pros and cons of bolt on acquisitions.
Feb 24, 2022•48 min
Is online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?
Feb 18, 2022•47 min
The baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.
Feb 10, 2022•47 min
We talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).
Feb 03, 2022•45 min
We chat about the current selldown hitting markets globally, and dive into fast growing cognitive testing company Cogstate.
Jan 28, 2022•47 min
We 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.
Jan 20, 2022•58 min
We 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.
Jan 13, 2022•56 min
We discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
Jan 07, 2022•59 min
