Baby Giants Investing

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 markets

19:10 - 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)

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 caps

7:50 - 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

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)
 

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
 

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