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Baby Giants Investing
BabyGiants
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
#63: Mader, DUG Technology, Pointerra, Camplify, AVA Risk, Advance Braking, DouughFebruary 03, 2023
#62 - MedAdvisor, Linktree, Doctor Care Anywhere, Beforepay, post Covid trends & MyerJanuary 25, 2023
#61 - Red flags for investors, Hipages, Xero, Redbubble, and NanosonicsJanuary 19, 2023
#60 - Wild predictions for 2023, Apple's AR/VR headset, Cosol, recession likelyhood & revisting our 2022 forecastsJanuary 12, 2023
#59 - ChatGPT goes viral, Elon, Twitter & Tesla, John Huber & the investors edge, Symbio, BWX, City Chic & AlcidionDecember 22, 2022
#58 - Tyro & Bigtincan reject offers, Downer goes down, how to evaluate management incentives, New gas price caps, SDI, Claude’s buy signals, REIT redemptions & a property downspiralDecember 15, 2022
#57 - AI ChatGPT, Felix, Frontier Digital Ventures, AGM Rapid fire: Bigtincan, LaserBond, Nanonsonics, IPD Group, Supply Network & Andrew & Claude’s lifetime Bitcoin betDecember 08, 2022
#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App StoreDecember 01, 2022
#55 - Life360, Stock based comp, Cettire's big selldown, Best & Less, Lovisa, Shaver Shop, Top 10 ASX stocks from the past decade, ASX cancels blockchain, New words for 2023, Probability matching, Nearmap & Good DrinksNovember 23, 2022
#54 - MSL Solutions & Origin Energy Takeovers, Xero Results, Whispir Cuts Staff, Aeris ResourcesNovember 18, 2022
#53 - The Fed pivot, RBA's Google reviews, Novatti, Lark Distilling, Perpetual, Crypto crash, ASX takeover targets, Marley Spoon & China's baby problemNovember 10, 2022
#52 - Aussie Tech Takeovers, Meta's Metaverse Bet, Elon & Aussie House PricesNovember 04, 2022
#51 - ELMO's Takover Offer, Whispir, Codan, Credit Clear, Charlie Munger & Aussie Inflation.October 28, 2022
#50 - Which info sources can you trust? DroneShield, AF Legal, DropSuite, Australian Ethical, Lab-Grown Brain Cells, Meta & VR.October 21, 2022
#49 - AI & software 3.0, Appen, Dubber, Cathie Wood's letter to the Fed, Druckenmiller, medical cannabis & GDP statsOctober 13, 2022
#48 - Aussies the worlds richest, the UK's Lehman moment, signs for market bottoms, Credit Suisse, Bigtincan + Livetiles, Zoom2u, the latest on Elon, & AtomosOctober 05, 2022
#47 - The Mystery of Money, Eurodollars, Cogstate, Silex Systems, & Family Zone Cyber SafetySeptember 30, 2022
#46 - Robot replacements, Unprofitable buybacks, Objective Corp, Genetic Signatures, & CatapultSeptember 23, 2022
#45 - The 5 paths for the world economy, QANTAS Buyback, Takeover Targets (Nuix & Tyro), Beam Communications vs AppleSeptember 16, 2022
#44 - RBA Rate Hike, Your Questions Answered - iCollege, Jayride, Bigtincan, & Etherstack, Russia cuts off the gas, is BeReal for real?September 09, 2022
#43 - Earnings Season Bonanza:Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, Lovisa, Powell's Speech, Property Markets, & BNPL Woes September 02, 2022
#42 - Earnings Rapid Fire (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Flying Cars, and the Bank of England's bombshell!August 26, 2022
#41 - Nearmap's $1.1b Takeover Bid, rapid results roundup: Clinuvel Pharmaceuticals, Redbubble, Temple & Webster & 4DS MemoryAugust 19, 2022
#40 - Anti-ESG Investing, Novatti, CBDC's & Crypto, Meme Stocks, & Amazon Prime vs KoganAugust 11, 2022
#39 - Quarterly Report Rapid Fire, Recession Conspiracies, China vs Taiwan, LiveTiles delisting from the ASXAugust 05, 2022