Baby Giants Investing BabyGiants

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.

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1:04 - Good News
4:41 - A cure for dental cavities
10:28 - Your Question: DroneShield (ASX: DRO)
22:11 - Cettire (ASX: CTT)
31:29 - Vitura Health (ASX: VIT) - CEO resignation and agreement with Code4 Cannabis
38:11 - Mader Group (ASX: MAD)
41:29 - Perth
45:37 - Alcidion Group (ASX: ALC)

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
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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 following?
20:34 - Cettire (ASX: CTT) latest developments
25:42 - Your Question: How to invest when the world is falling apart?
35:57 - Insurance Brokers
38:40 - Doomsday investing pt II
43:01 - Audinate Group (ASX: AD8) and adaptive enabler companies
45:02 - Defence and energy companies
49:26 - Gratitude
 

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
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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

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
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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) CEO banned from leaving Australia
42:52 - Xref (ASX:XF1)
45:19 - Cettire (ASX: CTT)
48:37 - Gratitude

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
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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 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude

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
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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 transition
40:17 - Bailador Technology Investments (ASX: BTI)
44:25 - TASK Group Holdings (ASX: TSK)