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Baby Giants Investing
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)
Episodes
128 episodes
#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: @BabyGiantsPodChe...
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Episode 128
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39:40
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#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
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Episode 127
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49:07
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#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: @Baby...
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Episode 126
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42:31
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#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: @BabyGiantsPodSubscribe to our c...
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Episode 125
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46:00
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#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: @BabyG...
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Episode 124
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55:35
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#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 Pai...
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Episode 123
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1:00:18
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#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: @BabyGiantsP...
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Episode 122
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52:02
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#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'...
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Episode 121
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51:21
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#120 - Polynovo, Inoviq, Cettire & Doomsday Investing
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...
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Episode 120
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53:28
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#119 - Smartpay, Weebit Nano, Cogstate, Dicker Data
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-r1k4O0pj1...
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Episode 119
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47:46
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#118 - Adrad, Dubber CEO Travel Ban, Xref & Cettire
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: @BabyGiantsP...
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Episode 118
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51:01
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#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing
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: @BabyGiantsPodSubscribe to our ...
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Episode 117
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53:24
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#116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover
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
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Episode 116
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49:50
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#115 - Dubber, Eroad's Dual CEOs, Cleanspace Holdings
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: @BabyGiantsPodSubscribe...
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Episode 115
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51:16
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#114 - Mcgrath, Objective Corporation, JB Hi-Fi & Close The Loop
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: @BabyGiantsPodSubscribe to our channel: https://www.yo...
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Episode 114
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48:10
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#113 - Stealth Group Holdings, Austco Healthcare, XRF Scientific, Woolworths Interview
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: @BabyGiantsPodSu...
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Episode 113
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37:54
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#112 - Your Questions: Uranium & Boss Energy, Ava Risk Group, Volpara & Ansarada
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 pr...
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Episode 112
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48:58
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#111 - Nick Scali, Pureprofile, Playside Studios, Janison
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
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Episode 111
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46:50
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#110 - Nanosonics, Keypath Education, Retail Food Group
Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group
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Episode 110
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49:42
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#109 - We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!
Matt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024Follow us on Twitter: @BabyGiantsPod
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Episode 109
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1:07:09
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#108 - End of Year Predictions! Plus Genex Power, Ethical Investing & Dusk
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 m...
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Episode 108
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49:11
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#107 - Munger Quotes, Vmoto, Rectifier Technologies, Mesoblast & HighCom
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). ...
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Episode 107
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45:23
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#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay
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 resul...
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Episode 106
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52:27
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#105 - Volpara, Housing Affordability, OpenAI Drama
Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts.Follo...
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Episode 105
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45:23
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#104 - Catapult Group, RPMGlobal, OFX Group, & DGL Group
Andrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group.<...
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Episode 104
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43:20
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