#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App Store Artwork

Baby Giants Investing

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Baby Giants Investing

#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App Store

December 01, 2022 • BabyGiants

Andrew, Claude, Matt, and Kev chat good news, City Chic & Collins Food share price tumble, Beamtree, Objective Corp, Pro Medicus AGM, listener question on portfolio position sizing, takeaways from legendary investor Ed Thorp, protests in China affecting iPhone supplies, & Elon taking on the App Store.

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0:46 - Good news: Meta AI, Chatbots trained on GPT-3
6:55 - Pro Medicus AGM wrap (ASX: PME)
12:14 - City Chic (ASX: CCX)
18:10 - Collins Food (ASX: CKF)
19:06 - Beamtree (ASX: BMT)
20:37 - Objective Corp (ASX: OCL)
25:38 - Listener question: Position sizing
37:33 - Ed Thorp podcast
49:02 - China: Diffusion of revolutions & Apple's shutdown
53:43 - Elon vs the App Store