125 episodes
Baby Giants Investing BabyGiants
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- Business
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5.0 • 1 Rating
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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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#125 - Aroa Biosurgery, Environmental Group, TechnologyOne
Andrew, Matt, and Claude discuss the Environmental Group, Aroa Biosurgery and the other listed wound care businesses, before finishing off with a discussion on TechnologyOne.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:07 - Good News11:20 - Environmental Group (ASX: EGL)20:28 - Aroa Biosurgery (ASX: ARX)32:58 - Inferior product, but superior business - Domino's Pizza Enterprises (ASX: DMP) 34:48 - TechnologyOne (A...
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#124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree
Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:51 - US Tariffs on Chinese EVs16:52 - Bapcor (ASX: BAP) & Consultants22:20 - Retail Food Group (ASX: RFG)26:06 - Perpetual (ASX: PPT)35:00 - PSC...
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#123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek
Andrew, Matt, and Claude discuss Druckenmiller's latest comments on AI and the US's soaring debt and deficit woes. As well as Macquarie Technology Group and sociological investing, plus some small cap news from: FINEOS, Aussie Broadband and PainChek.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:05 - Good News5:40 - Druckenmiller and AI8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing15:51 - Pe...
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#122 - Articore Group, XRF Scientific, Chrysos Corporation & Dropsuite
Andrew, Matt, and Claude discuss low-quality cashed up businesses, plus they dive into quarterly season with: Articore Group formerly Redbubble, XRF Scientific, Chrysos Corporation and Dropsuite. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:07 - Good News3:44 - LiveHire (ASX: LVH)5:18 - Low-quality cashed up businesses12:30 - Articore Group (ASX:ATG) formerly Redbubble19:57 - XRF Scientific (ASX: XRF)25:50 -...
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#121 - DroneShield, Cettire, Vitura, Mader & Alcidion
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.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:04 - Good News4:41 - A cure for dental cavities10:28 - Your Question: DroneShield (ASX: DRO)22:11 - Cettire (...
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#120 - Polynovo, Inoviq, Cettire & Doomsday Investing
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:00 - Good News4:30 - Polynovo (ASX: PNV)13:22 - Inoviq (ASX: IIQ)15:11 - SDI (ASX: SDI) & David Williams17:09 - Investors worth following?...