Episoder
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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
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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 -
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
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1:42 - Macro: yen carry trade and impact on markets19:10 - 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)
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Manglende episoder?
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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
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0:57 - Rotation to small caps7:50 - 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
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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.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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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.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:08 - Good News
7:51 - 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 -
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
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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.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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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.
Follow us on Twitter: @BabyGiantsPod
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.
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
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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) -
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.
Follow us on Twitter: @BabyGiantsPod
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.
Follow us on Twitter: @BabyGiantsPod
Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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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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