Baby Giants Investing

Aug 22 2024 128 ep. 50 mins 134
Baby Giants Investing Podcast artwork

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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#128 - The Finale

Aug 22 2024 39 mins  
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: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network:

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

Aug 08 2024 49 mins  
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1gCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-probl

#126 - DroneShield, Advanced Braking Technology, Adacel Technologies

Aug 01 2024 42 mins  
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: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:57 - Rotation to small caps7:50 - DroneShield (ASX

#125 - Aroa Biosurgery, Environmental Group, TechnologyOne

May 23 2024 46 mins  
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

#124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree

May 16 2024 55 mins  
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 - Ba

#123 - Druckenmiller, Macquarie Technology Group, FINEOS, Aussie Broadband & PainChek

May 09 2024 60 mins  
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

#122 - Articore Group, XRF Scientific, Chrysos Corporation & Dropsuite

May 02 2024 52 mins  
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 cash

#121 - DroneShield, Cettire, Vitura, Mader & Alcidion

Apr 25 2024 51 mins  
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

#120 - Polynovo, Inoviq, Cettire & Doomsday Investing

Apr 11 2024 53 mins  
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

#119 - Smartpay, Weebit Nano, Cogstate, Dicker Data

Apr 04 2024 47 mins  
Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:00 - Good News7:35 - Smartpay Holdings (ASX: SMP)16:36 - Weebit Nano (ASX: WBT)26:12 - Cogstate (ASX: CGS)30:58 - Dicker Data (ASX: DDR)42:08 - NDIS