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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)
Baby Giants Investing
#96 - Beam Communications, Resmed & Small Cap Takeovers (Cirrus Networks, Eroad, Infomedia)
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BabyGiants
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Episode 96
Andrew, Matt, and Claude discuss the latest developments in Beam Communications, and Resmed which has declined following weight loss drugs such as Ozempic. They also delve into the realm of small-cap takeovers, focusing on companies like Cirrus Networks, Eroad, IntelliHr, Infomedia, and Cogstate.
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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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1:19 - Good News
5:59 - Beam Communications Holdings (ASX: BCC)
17:41 - Resmed (ASX: RMD)
33:20 - Small cap takeovers
34:06 - Cirrus Networks Holdings (ASX: CNW)
35:26 - IntelliHR
36:31 - Eroad Ltd (ASX: ERD)
38:08 - Altium (ASX: ALU)
43:16 - BWX (ASX: BWX)
45:09 - Infomedia (ASX: IFM)
49:33 - CogState (ASX: CGS)