#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing Artwork

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)

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Baby Giants Investing

#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

March 22, 2024 • BabyGiants • Episode 117

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors.

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1:08 - Good News
7:32 - Macro - inflation & deficits
10:18 - ImExHS (ASX: IME)
16:36 - Companies accommodating to analysts and the market
19:14 - RPMGlobal Holdings (ASX: RUL)
30:57 - DCFs
35:00 - Management, business reality and guidance
38:33 - Norwegian sovereign wealth fund interview
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude