Andrew 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:40 - Good News - metaverse progress 10:25 - Michael Lewis defends SBF 13:19 - Beforepay Group (ASX: B4P) 19:31 - Enero Group (ASX:EGG) 28:42 - Emvision Medical Devices (ASX:...
Oct 05, 2023•45 min•Ep. 98
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:36 - Good News 2:35 - Property 13:16 - Pro Medicus (ASX: PME) wins its largest contract to date 15:20 - Supply Network (ASX: SNL) 30:19 - Siteminder (ASX: SDR) 38:51 - Market Chat/Property Pt. 2...
Sep 28, 2023•45 min•Ep. 97
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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:19 - Good News 5:59 - Beam Communications Holdings (ASX: BCC) 17:41 - Resm...
Sep 21, 2023•53 min•Ep. 96
Matt 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:57 - Good News 3:25 - Genex Power (ASX: GNX) 7:15 - Live Wire Live 8:19 - Jeremy Grantham 11:55 - Super dominating the market 15:11 - The pass...
Sep 14, 2023•30 min•Ep. 95
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 3:56 - Alan Joyce departs Qantas 9:15 - Your Question: Investing resources? 24:23 - Step One Clothing (ASX: STP) 33:17 - Dropsuite (ASX: DSE) 40:52 - LaserBond (ASX: ...
Sep 07, 2023•46 min•Ep. 94
Andrew 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:47 - Good News 5:22 - 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 Ris...
Aug 31, 2023•38 min•Ep. 93
Andrew 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 4:06 - 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 t...
Aug 24, 2023•36 min•Ep. 92
Andrew 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:18 - Good News 5:21 - Macro China 12:04 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK) 19:57 - Temple & Webster ...
Aug 17, 2023•40 min•Ep. 91
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:45 - Good News 5:15 - Commonwealth Bank of Australia (ASX: CBA) 16:32 - Charter Hall Long WALE REIT (ASX: CLW) 20:44 - Redbubble (ASX: RBL) 25:46 - Australian Ethical...
Aug 10, 2023•40 min•Ep. 90
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:59 - Room-temperature superconductor 12:03 - Pointerra (ASX: 3DP) 23:32 - Helloworld Travel (ASX: HLO) 26:09 - DroneShield (ASX: DRO) 34:50 - Aspirational targets...
Aug 03, 2023•38 min•Ep. 89
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:48 - Good news 1:22 - Cogstate (ASX: CGS) 2:12 - Archtis (ASX: AR9) 9:58 - Twitter/X 12:31 - Worldcoin/AI Agents 26:10 - Ava Risk Group (ASX: AVA) 30:36 - Volpa...
Jul 27, 2023•47 min•Ep. 88
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:41 - Good News 5:54 - Doomsday Prepping 13:36 - Hedging 15:22 - The art of selling 31:02 - Working from home 42:29 - Small Cap Good News: Plenti Group (AS...
Jul 20, 2023•48 min•Ep. 87
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 5:21 - CRISPR 10:05 - Claude 2 and ChatGPT 16:27 - Qoria (ASX: QOR) 24:38 - Damstra Holdings (ASX: DTC) 29:58 - Alcidion Gr...
Jul 13, 2023•54 min•Ep. 86
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:43 - Good news 5:59 - Biases - Anchoring & C...
Jul 06, 2023•53 min•Ep. 85
Join 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: @BabyGiantsPod Subscribe to our channel: https://youtu.be/ePm3gqrILpw ----- 0:40 - Good News 3:28 - Collins Foods (ASX: CKF) 9:02 - Taylor Sw...
Jun 29, 2023•44 min•Ep. 84
Andrew, 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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:39 - Good News 7:42 - Retail Environment - David Jon...
Jun 22, 2023•53 min•Ep. 83
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 News 5:52 - Limeade (ASX: LME) acquired by WebMD at a 325% premium 21:08 - Recapitalisations 22:16 - Altium Limited (ASX: ALU) 25:28 - LGI (ASX: LGI) 39:17 - Tax loss selling 41:39 - Tax loss selling: Envirosuite (ASX: EVS) 43:48 - Tax loss selling: Fiducian G...
Jun 15, 2023•52 min•Ep. 82
Andrew, 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 News 1:41 - Apple's Vision Pro 17:12 - SEC sues Binance 19:58 - EBOS Group (ASX: EBO) & Sigma Healthcare (ASX: SIG) 32:20 - RBA raises target cash rate to 4.1 per cent 33:06 - Volpara Health Technologies (ASX: VHT)...
Jun 08, 2023•42 min•Ep. 81
Andrew, 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 News 3:35 - NVIDIA Corporation (NASDAQ: NVDA) 7:20 - Housing Market/Building Approvals 7:39 - Big River Industries Ltd (ASX: BRI) 8:23 - Hipages Group Holdings Ltd (ASX: HPG) 17:57 - Johns Lyng Gr...
Jun 01, 2023•52 min•Ep. 80
Andrew, 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 news 3:39 - US debt ceiling 5:30 - BNPL regulated 12:38 - Xero Limited (ASX: XRO) 26:29 - Catapult Group International Ltd (ASX: CAT) 36:04 - Eroad Ltd (ASX: ERD) 47:15 -Webjet Limited (ASX: WEB)
May 25, 2023•54 min•Ep. 79
Andrew, 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 News 7:20 - Self-driving taxis 13:14 - Druckenmiller 29:15 - Positioning for the economic environment 32:11 - Woolworths Group Ltd (ASX: WOW) 34:54 - Inflation 38:38 - Telco sector 39:56 - Superloop Ltd (ASX: SLC) 42:50 - Aussie Broadband Ltd (A...
May 18, 2023•56 min•Ep. 78
Andrew, 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 News 2:41 - Federal Budget 15:25 - Berkshire Meeting 26:37 - Redbubble (ASX: RBL) 37:45 - SRG Global (ASX: SRG) 40:11 - Dicker Data (ASX: DDR) 43:32 - Bubs Australia (ASX: BUB) CEO Termination...
May 11, 2023•47 min•Ep. 77
Andrew, 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 Ha...
May 04, 2023•49 min•Ep. 76
Andrew 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 news 5:50 - Auto-GPT 19:00 - Weebit Nano Ltd (ASX: WBT) 29:05 - Commercial real estate 35:42 - Ava Risk Group Ltd (ASX: AVA) 38:11 - Defence Strategic Review 44:12 - ECB President Christine Lagarde's speech...
Apr 27, 2023•52 min•Ep. 75
Andrew 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 News 3:35 - Apple launches its savings account 14:53 - EML Payments Ltd (ASX: EML) 22:18 - Smartpay Holdings Ltd (ASX: SMP)) 28:00 - Connexion Telematics Ltd (ASX: CXZ) 31:14 - Liquidity 38:07 - Beamtree Holdings Ltd (ASX: BMT) 43:59 - ...
Apr 20, 2023•52 min•Ep. 74
Andrew, 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 News 5:12 - Elon and Twitter 9:05 - MilkRun shuts down 16:00 - Competing against Woolworths Group (ASX: WOW) 20:47 - Marley Spoon SE (ASX: MMM) 22:15 - Pathology Providers (Australian Clinical Labs, Sonic Healt...
Apr 13, 2023•45 min•Ep. 73
Andrew, 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 News 4:18 - RBA pauses interest rates 6:36 - Gold 10:26 - Property 25:22 - Financial repression and Russell Napier 29:44 - Technology led growth and demographics 33:31 - Trade shortage 36:23 - The defence of capitalism 37:50 - Capital intensive businesses 43:47 - Credit Corp Group (ASX: CCP)...
Apr 06, 2023•55 min•Ep. 72
Andrew, 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 & AI 5:54 - ChatGPT Plugins 10:15 - AI and Jobs 18:18 - Weebit Nano (ASX: WBT) 29:58 - Redbubble (ASX: RBL)...
Mar 30, 2023•42 min•Ep. 71
Andrew, 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: @BabyGiantsPod 1:13 - Good news 8:30 - Banking Crisis - Silicon Valley Bank 28:31 - Banking Crisis - Credit Suisse 32:18 - Banking Crisis - Bitcoin 41:03 - Whispir (ASX: WSP)...
Mar 23, 2023•55 min•Ep. 70
Andrew, 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 Medicus 3:26 - Capital management 8:39 - Role of luck in the business 11:10 - Signs that a company is in the right place at the right time 14:04 - Deconstructed paths/AI 19:00 - Valuing Pro Medicus and buybacks 20:38 - Potential takeover target 21:59 - Retention of key Visa...
Mar 16, 2023•43 min•Ep. 69
