We chat about the stages of a typical recession cycle, Michael Burry on the Bullwhip effect, accounting roll up Kelly+Partners, BWX's sell off and capital raise, Milkrun's leaky economics, & the best and worst of FY22's IPO debuts.
Follow us on Twitter: @BabyGiantsPod
-----
[00:01:30] - Recession cycle
[00:07:12] - Michael Burry - Bullwhip effect
[00:15:48] - Kelly+Partners
[00:27:46] - BWX
[00:37:01] - Milkrun
[00:48:35] - FY22 IPO's