Andrew, 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 News 12:48 - Tinybeans Group (ASX: TNY) 21:56 - Company Pivots - Hills (ASX: HIL) 25:11 - Good vs Bad expansion plans 30:45 - Reverse Corp (ASX: REF) - Delisted 33:53 - Sum of the parts theses 34:37 - Harvey Norman Holdings (ASX: HVN) 37:12 - Cyclicals and SRG Global (ASX...
Mar 09, 2023•50 min
Matt 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 News 4:35 - EBOS Group (ASX: EBO) 15:09 - RAIZ Invest (ASX: RZI) 26:55 - XRF Scientific (ASX: XRF) 41:10 - 3D Printed Rocket 41:28 - Balancing action vs research 44:58 - Regime change...
Mar 02, 2023•48 min•Ep. 67
Andrew 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 News 4:53 - Weebit Nano Ltd (ASX: WBT) 14:24 - Public Markets vs Venture Capital 23:11 - Mader Group Ltd (ASX: MAD) 35:48 - Adairs Ltd (ASX: ADH) 42:47 - Carl Icahn, Blockbuster and Netflix...
Feb 23, 2023•47 min•Ep. 66
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 News 4:03 - (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: N...
Feb 16, 2023•49 min•Ep. 65
Andrew, 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 news 3:01 - Andrew's property rant 7:10 - More good news 7:58 - Bad News: 52 million dead chickens 11:16 - Big tech AI wars and future of AI 20:36 - Appen (ASX: APX) 23:27 - Big tech giants slowdown 29:09 - Wage inflation 41:11 - C...
Feb 09, 2023•59 min•Ep. 64
Andrew, 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
Feb 02, 2023•1 hr
Andrew, 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 news 6:26 - Medadvisor (ASX: MDR) 15:01 - Linktree 20:46 - Ansarada (ASX: AND) 21:40 - Doctor Care Anywhere (ASX: DOC) 27:35 - Beforepay (ASX: B4P) 36:00 - Post Covid trends 47:04 - Myer (ASX: MYR)...
Jan 25, 2023•50 min
Andrew, 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 news 08:20 - Redbubble (ASX: RBL) 20:12 - Red flags for investors 39:08 - Listener wild predictions 41:04 - Hipages (ASX: HPG) 46:52 - Xero (ASX: XRO) 52:10 - Nanosonics (ASX: NAN)...
Jan 19, 2023•53 min
Andrew, 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 headset 15:44 - Cosol (ASX: COS) & ASX IT service providers 33:39 - Looming recession 45:05 - Revisitting 2022 forecasts...
Jan 12, 2023•54 min
Andrew, 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 inflation 16:08 - Claude's take on Elon, Twitter & Tesla 24:07 - Kev: John Huber on the investors edge 34:42 - Symbio (A...
Dec 22, 2022•38 min
Andrew, 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 rocket 11:49 - Bigtincan (ASX: BTH) 12:17 - ...
Dec 14, 2022•56 min
Andrew, 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 - B...
Dec 07, 2022•55 min
Andrew, 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-3 6:55 - Pro Medicus AGM wrap (ASX: PME) 12:14 - City Chic (ASX: CCX) 18:10 - Collins Food (ASX...
Dec 01, 2022•59 min
Andrew, 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 & dishbrain 7:53 - Life360 (ASX:360) capital ra...
Nov 23, 2022•54 min
Andrew, 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 folding 7:52 - Schadenfreude and the FTX collapse 15:07 - MSL Solutions (ASX: MSL) takeover 20:27 - Origin ...
Nov 17, 2022•47 min•Ep. 54
Andrew, 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 light 5:38 - The Fed pivot 13:01 - RBA Google reviews 21:43 - Novatti (ASX: NOV) 25:21 - Lark Distilling Co (ASX: LRK) 31:24 - Perpetual (ASX: PPT) 37:14 - Crypto crash 43:44 - ASX take...
Nov 09, 2022•59 min
Andrew, 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 reality 2:38 - Meta's (NASDAQ: META) metaverse bet 10:08 - VR and augmented reality 13:47 - China and Taiwan 14:34 - Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GO...
Nov 03, 2022•49 min•Ep. 52
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 Chip 2:18 - Good News: Geothermal 2:46 - Good News: Child poverty reduced 3:07 - Good News: Lab-grown hair follicles 3:41 - Good News: Bison born in UK 4:54 - Chinese stocks and Xi's third term ...
Oct 27, 2022•54 min•Ep. 51
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 platform 2:32 - Good News: Gas prices and storage 5:47 - Lab-grown brain cells play Pong 8:36 - DroneShield (ASX: DRO) 19:26 - Meta (NASDAQ: META) VR day 27:05 - Investing information sources 37:...
Oct 20, 2022•58 min•Ep. 50
Andrew, 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 mission 6:16 - Good News: AI & software 3.0 12:31 - Appen (ASX: APX) 17:22 - Dubber (ASX: DUB) 21:09 - Cathie Wood' letter to the Fed 25:35 - Nuggets from Stan Druckenmiller 39:40 - Le...
Oct 13, 2022•51 min
Andrew, 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 Atomos Follow us on Twitter: @BabyGiantsPod ----- 0:44 - Good News: AI generated video 1:41 - Good News: Australian's topping the global wealth ladder 6:15 - The UK's Lehman moment 13:11 - Signs for market bottoms 25:53 - Credit Suisse 28:50 - Bigtincan (ASX: BTH) & Li...
Oct 05, 2022•55 min•Ep. 48
Andrew, 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: Nanotubes 2:16 - Good News: Carbon Capture 7:26 - Good News: Patagonia Founder 9:25 - Nord Stream sabotage 12:21 - Lebanon, banking and money creation 17:00 - Eurodollars...
Sep 29, 2022•52 min•Ep. 47
Andrew, 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: AI 3:51 - Good News: Immunology and lupus 4:43 - Charter Hall (ASX: CHC) CEO's controversial claim 12:30 - Biden says U.S. would defend Taiwan...
Sep 22, 2022•49 min•Ep. 46
Andrew, 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 art 4:04 - Good News: Woman can smell Parkinson's 6:51 - Good News: Developments in Ukraine 9:09 ...
Sep 15, 2022•53 min•Ep. 45
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 Saved 2:06 - Macro: RBA rates rise 8:48 - Macro: Russia shuts Nord Stream pipeline 17:38 - Macro: US & China decoupling 20:48 - BeReal - the most downloaded app 24:04 - iCollege Ltd (ASX: ICT) 32:43...
Sep 08, 2022•56 min•Ep. 44
Andrew, 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 Computing 1:54 - Retail Sales 3:53 - Federal Reserve's Jackson Hole Speech 5:56 - Chinese Property Market 11:31 - EU Energy Crisis 12:57 - Australian ...
Sep 01, 2022•51 min•Ep. 43
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 mice 1:30 - Good News - Deep brain depression treatment 1:45 - Good News - Flying Cars! 3:40 - Earnings Rapid Fire 3:49 - Envirosuite Ltd (ASX...
Aug 25, 2022•59 min•Ep. 42
Andrew, 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 - Fusion 3:16 - Patents/New Technology 4:45 - Nearmap (ASX: NEA) takeover offer from Thomas Bravo 16:15 - Clinuvel Pha...
Aug 18, 2022•53 min•Ep. 41
Andrew, 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 Cure 1:43 - Good News: Blood Donations 2:27 - Good News: Wildlife using underpasses 3:22 - Good News: Great Barrier ...
Aug 11, 2022•58 min•Ep. 40
Claude 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 Ukraine 1:35 - Definition of a recession/Recession threat 7:47 - Is travel bouncing back? 11:31 - Quarterly Rapid Fire 11:49 - MedAdvisor (ASX: MDR) 15:23 - SECOS Group Limited (ASX...
Aug 04, 2022•56 min•Ep. 39
