Baby Giants Investing

BabyGiants
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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)

  1. 08/22/2024

    #128 - The Finale

    Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPod Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving Claude's website: arichlife.com.au Andrew's investing network: strawman.com ----- 1:05 - Baby Giants is ending 2:30 - Market rebound 6:47 - Tangents - travel stories and ticks 11:03 - Markets (part II) 14:27 - Multiples 16:18 - Fiducian Group (ASX: FID) 19:29 - Generation Development Group (ASX: GDG) 21:05 - Financialisation of the economy 25:52 - Kinatico (ASX: KYP) 30:22 - Promoters and raising capital 32:49 - Keeping focused 36:18 - How to stay in touch with us

    40 min

  2. 08/08/2024

    #127 - Yen Carry Trade, Whole Brain Investing, Airtasker & Hipages

    Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages.  Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g Check out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving ----- 1:42 - Macro: yen carry trade and impact on markets 19:10 - Credit creation 20:34 - DroneShield (ASX: DRO) 25:34 - Whole Brain Investing 35:03 - Airtasker (ASX: ART) 41:06 - Airtasker (ASX: ART) vs Hipages Group Holdings (ASX: HPG)

    49 min

  3. 08/01/2024

    #126 - DroneShield, Advanced Braking Technology, Adacel Technologies

    Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:57 - Rotation to small caps 7:50 - DroneShield (ASX: DRO) 21:01 - Advanced Braking Technology (ASX: ABV) 27:28 - Macro - China 29:28 - Adacel Technologies (ASX: ADA) 33:01 - Investing in companies dealing with the Government

    43 min

  4. 05/23/2024

    #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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:07 - Good News 11:20 - 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 (ASX: TNE)

    46 min

  5. 05/16/2024

    #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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:08 - Good News 7:51 - US Tariffs on Chinese EVs 16:52 - Bapcor (ASX: BAP) & Consultants 22:20 - Retail Food Group (ASX: RFG) 26:06 - Perpetual (ASX: PPT) 35:00 - PSC Insurance Group (ASX: PSI) & Insurance Broking 46:39 - Beamtree Holdings (ASX: BMT) 51:43 - Small Cap Takeovers

    56 min

  6. 05/09/2024

    #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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:05 - Good News 5:40 - Druckenmiller and AI 8:23 - Macquarie Technology Group (ASX: MAQ) and Sociological Investing 15:51 - Perplexity.ai and Google 22:10 - US Growing Debt and Deficit Concerns 27:46 - Inflation, Interest Rates, and Policy Decisions 35:28 - Financial Repression 40:38 - FINEOS Corporation Holdings PLC (ASX: FCL) 50:50 - Aussie Broadband (ASX: ABB) 55:18 - PainChek (ASX: PCK)

    1 hr

  7. 05/02/2024

    #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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:07 - Good News 3:44 - LiveHire (ASX: LVH) 5:18 - Low-quality cashed up businesses 12:30 - Articore Group (ASX:ATG) formerly Redbubble 19:57 - XRF Scientific (ASX: XRF) 25:50 - Chrysos Corporation (ASX: C79) 38:58 - Dropsuite (ASX: DSE) 46:57 - What Is Strategy? by Michael Porter 48:57 - Gratitude

    52 min

  8. 04/25/2024

    #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: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 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)

    51 min
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About

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)

Information

  • Creator
    BabyGiants
  • Years Active
    2021 - 2024
  • Episodes
    128
  • Rating
    Clean
  • Copyright
    © 2024 Baby Giants Investing
  • Show Website
    Baby Giants Investing

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