エピソード
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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.
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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) -
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.
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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 -
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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.
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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)
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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.
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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 -
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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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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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.
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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
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Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data.
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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.
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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) -
Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings.
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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:10 - Good News
4:46 - Your question: quality companies leaving the ASX?
11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC)
25:59 - Claude's idea
31:08 - Eroad's (ASX: ERD) dual CEO strategy
37:08 - Your question: Cleanspace Holdings (ASX: CSX) -
Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:06 - Good News
7:04 - Inflation
18:09 - Mcgrath (ASX: MEA)
22:33 - Objective Corporation (ASX: OCL)
32:15 - JB Hi-Fi (ASX: JBH)
38:54 - Close The Loop (ASX: CLG) -
Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:10 - Good News
6:06 - Stealth Group Holdings (ASX: SGI)
9:35 - Austco Healthcare (ASX: AHC)
12:56 - XRF Scientific (ASX: XRF)
18:34 - Global economies and employment
26:00 - Woolworths Group (ASX: WOW) - CEO Interview -
Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:18 - Good News
5:48 - Boss Energy (ASX: BOE) and uranium
16:42 - Macro - inflation, interest rates, Trump
29:43 - Ava Risk Group (ASX: AVA)
37:20 - Volpara Health Technologies (ASX: VHT)
42:03 - Ansarada Group (ASX: AND)
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Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer.
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1:02 - Good News
2:20 - Nick Scali (ASX: NCK)
13:09 - Pureprofile (ASX: PPL)
21:44 - Adacel Technologies (ASX: ADA)
27:06 - Playside Studios (ASX: PLY)
34:58 - Janison Education Group (ASX:JAN)
40:03 - Government as a customer -
Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
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Andrew, Matt, and Claude discuss the product market fit for AI, foreign investment turning negative in China, their end of year predictions, plus Genex Power and ESG fund flows and ethical investing. As well as Dusk Group and retail investing more broadly.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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0:34 - Good News
3:47 - AI product market fit
8:01 - Foreign investment in China turns negative
10:53 - End of year predictions
21:53 - Genex Power (ASX: GNX)
30:43 - ESG fund flows reversing and ethical investing
38:14 - Dusk Group (ASX: DSK)
45:26 - Retail
47:18 - Adairs (ASX: ADH)
48:08 - Michael Hill International (ASX:MHJ)
48:30 - Thanks for a great year! -
Andrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK).
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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0:35 - Good News
11:47 - Favourite Munger Quotes
16:17 - Owners Earnings
22:58 - Your Question: Tracking Capital Raises
25:24 - Your Question: Vmoto (ASX: VMT)
28:17 - Rectifier Technologies (ASX: RFT)
34:41 - Audio Pixels Holdings (ASX: AKP)
35:10 - Mesoblast (ASX: MSB)
36:01 - Vmoto (ASX: VMT) II
37:05 - Small cap news: Mesoblast (ASX: MSB) II
39:09 - Small cap news: Supply Network (ASX: SNL)
40:16 - Small cap news: Atlas Pearls (ASX: ATP)
42:16 - Small cap news: HighCom (ASX: HCL) (formerly XTEK)
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Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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0:34 - Good News
4:52 - Economic Indicators
6:05 - Retail
11:39 - Collins Foods (ASX: CKF)
13:11 - Domino's Pizza Enterprises (ASX: DMP)
13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect
17:58 - Step One Clothing (ASX:STP)
19:52 - Baby Bunting Group (ASX: BBN)
20:33 - Temu
24:56 - Altium (ASX: ALU) AGM
26:14 - Vysarn (ASX: VYS)
28:30 - Catapult Group International (ASX:CAT)
29:48 - Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA)
31:39 - Bargain territory?
36:48 - Diverger (ASX: DVR)
38:33 - Playside Studios (ASX: PLY)
42:43 - Smartpay Holdings (ASX: SMP)
50:01 - PWR Holdings (ASX:PWH) - もっと表示する