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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
#108 - End of Year Predictions! Plus Genex Power, Ethical Investing & Dusk
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BabyGiants
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Episode 108
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 more broadly.
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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g
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0:34 - Good News
3:47 - AI product market fit
8:01 - Foreign investment in China turns negative
10:53 - End of year predictions
21:53 - Genex Power (ASX: GNX)
30:43 - ESG fund flows reversing and ethical investing
38:14 - Dusk Group (ASX: DSK)
45:26 - Retail
47:18 - Adairs (ASX: ADH)
48:08 - Michael Hill International (ASX:MHJ)
48:30 - Thanks for a great year!