Baby Giants Investing
By BabyGiants
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Category: Investing
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Subscribers: 21
Reviews: 0
Episodes: 121
Description
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)
| Episode | Date |
|---|---|
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#121 - DroneShield, Cettire, Vitura, Mader & Alcidion
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Apr 25, 2024 |
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#120 - Polynovo, Inoviq, Cettire & Doomsday Investing
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Apr 11, 2024 |
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#119 - Smartpay, Weebit Nano, Cogstate, Dicker Data
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Apr 04, 2024 |
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#118 - Adrad, Dubber CEO Travel Ban, Xref & Cettire
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Mar 28, 2024 |
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#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing
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Mar 21, 2024 |
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#116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover
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Mar 14, 2024 |
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#115 - Dubber, Eroad's Dual CEOs, Cleanspace Holdings
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Mar 07, 2024 |
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#114 - Mcgrath, Objective Corporation, JB Hi-Fi & Close The Loop
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Feb 29, 2024 |
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#113 - Stealth Group Holdings, Austco Healthcare, XRF Scientific, Woolworths Interview
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Feb 22, 2024 |
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#112 - Your Questions: Uranium & Boss Energy, Ava Risk Group, Volpara & Ansarada
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Feb 15, 2024 |
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#111 - Nick Scali, Pureprofile, Playside Studios, Janison
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Feb 08, 2024 |
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#110 - Nanosonics, Keypath Education, Retail Food Group
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Feb 01, 2024 |
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#109 - We're So Back! Fastbrick, Appen, Lithium crash, EV slowdown, Outlook for 2024!
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Jan 26, 2024 |
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#108 - End of Year Predictions! Plus Genex Power, Ethical Investing & Dusk
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Dec 14, 2023 |
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#107 - Munger Quotes, Vmoto, Rectifier Technologies, Mesoblast & HighCom
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Dec 07, 2023 |
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#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay
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Nov 30, 2023 |
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#105 - Volpara, Housing Affordability, OpenAI Drama
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Nov 23, 2023 |
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#104 - Catapult Group, RPMGlobal, OFX Group, & DGL Group
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Nov 16, 2023 |
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#103 - Alcidion, Wispir + Your Questions (Bapcor & HiTech Group)
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Nov 09, 2023 |
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#102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)
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Nov 02, 2023 |
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#101 - CPI Figures, Damstra, Whispir, Credit Clear & Credit Corp
|
Oct 26, 2023 |
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#100 - Jumbo Interactive, Xtek, Dropsuite & Howard Marks
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Oct 19, 2023 |
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#99 - Prophecy International, RPMGlobal, Electro Optic Systems & Advance Zinctek
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Oct 12, 2023 |
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#98 - Beforepay Group, Enero Group, Emvision Medical Devices & Bond Yields
|
Oct 05, 2023 |
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#97 - Supply Network, Siteminder, & Pro Medicus' New Contract
|
Sep 28, 2023 |
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#96 - Beam Communications, Resmed & Small Cap Takeovers (Cirrus Networks, Eroad, Infomedia)
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Sep 21, 2023 |
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#95 - Genex Power, Medadvisor & Super Dominating the Market
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Sep 14, 2023 |
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#94 - Investment Resources + Step One Clothing, Dropsuite & LaserBond
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Sep 07, 2023 |
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#93 - Earnings Season Continues! Appen, Jumbo Interactive, DroneShield, Vitura, AVA Risk Group
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Aug 31, 2023 |
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#92 - Earnings Season! Objective Corp, Enivrosuite, Audinate, Data#3, & ARB Corp
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Aug 24, 2023 |
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#91 - JB Hi-Fi, Nick Scali, Stealth Global, Kelly Partners & Pointerra
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Aug 17, 2023 |
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#90 - Redbubble, Australian Ethical Investment & Ansarada
|
Aug 10, 2023 |
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#89 - Pointerra, Helloworld, DroneShield + Room-Temp Superconductors
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Aug 03, 2023 |
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#88 - Archtis, Worldcoin/AI Agents, Ava Risk Group, Catapult & Volpara
|
Jul 27, 2023 |
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#87 - When to sell a stock? + Plenti Group, Vysarn, & Australian Ethical Investment
|
Jul 20, 2023 |
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#86 - Your Requests: Qoria, Damstra, & Alcidion + Twitter vs. Threads
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Jul 13, 2023 |
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#85 - Your Suggestions: Biases, Latrobe Magnesium and Pre-Revenue Companies, ikeGPS & PainChek
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Jul 06, 2023 |
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#84 - Collins Foods & Index Inclusions ft. McMillan Shakespeare, Hansen Technologies, & Codan
|
Jun 29, 2023 |
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#83 - Retailers (Best & Less, City Chic, Cettire), Environmental Group, Small Cap Good News & Iress
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Jun 22, 2023 |
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#82 - Limeade Acquired, LGI, Tax Loss Selling (Envirosuite, Fiducian Group, & Advance Zinctek)
|
Jun 15, 2023 |
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#81 - EBOS Group & Sigma Healthcare, Volpara Health Technologies, & Apple's Vision Pro
|
Jun 08, 2023 |
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#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing
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Jun 01, 2023 |
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#79 - BNPL Regulated & Results: Xero, Catapult, Eroad, & Webjet
|
May 25, 2023 |
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#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches
|
May 18, 2023 |
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#77 - The Budget, Berkshire, Redbubble, SRG Global, Dicker Data, Bubs Australia CEO Terminated
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May 11, 2023 |
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#76 - Reality-Based Investing, Vaping Ban & Investment Ethics, Kip McGrath Education Centres, & Propel Funeral Partners
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May 04, 2023 |
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#75 - Weebit Nano, Ava Risk Group, Auto-GPT, Commercial Real Estate, Defence Review, & Lagarde
|
Apr 27, 2023 |
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#74 - Your Suggestions: EML Payments, Smartpay Holdings, Connexion Telematics, Beamtree Holdings & Clean Teq Water
|
Apr 20, 2023 |
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#73 - The Pathology Providers (Australian Clinical Labs, Sonic Healthcare, & Healius) & MilkRun shuts down
|
Apr 13, 2023 |
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#72 - RBA Pauses Rates & Credit Corp Group
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Apr 06, 2023 |
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#71 - Weebit Nano, Redbubble's CEO Change, AI and ChatGPT
|
Mar 30, 2023 |
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#70 - Banking Crisis, GPT-4, & Whispir
|
Mar 23, 2023 |
|
#69: Pro Medicus founder Sam Hupert
|
Mar 16, 2023 |
|
#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey Norman
|
Mar 09, 2023 |
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#67 - EBOS the underappreciated blue chip, Raiz's foray of folly, XRF Scientific, and getting active in a new regime
|
Mar 02, 2023 |
|
#66 - Your Questions Answered (Weebit Nano & Mader), Public Markets vs VC, Adairs, & Carl Icahn
|
Feb 23, 2023 |
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#65 - Earnings Season (Temple & Webster, JB Hi-Fi, Nick Scali, Audinate, Pro Medicus, Mad Paws), Bing vs Google, Aliens or Spy Balloons?
|
Feb 16, 2023 |
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#64 - Tech giant slowdown and AI wars (Google, Microsoft, Amazon, Meta), Appen, Wage Inflation, Regime Change, & Cettire
|
Feb 09, 2023 |
|
#63 - Mader, DUG Technology, Pointerra, Camplify, AVA Risk, Advance Braking, Douugh
|
Feb 02, 2023 |
|
#62 - MedAdvisor, Linktree, Doctor Care Anywhere, Beforepay, post Covid trends & Myer
|
Jan 25, 2023 |
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#61 - Red flags for investors, Hipages, Xero, Redbubble, and Nanosonics
|
Jan 19, 2023 |
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#60 - Wild predictions for 2023, Apple's AR/VR headset, Cosol, recession likelyhood & revisting our 2022 forecasts
|
Jan 12, 2023 |
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#59 - ChatGPT goes viral, Elon, Twitter & Tesla, John Huber & the investors edge, Symbio, BWX, City Chic & Alcidion
|
Dec 22, 2022 |
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#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 downspiral
|
Dec 14, 2022 |
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#57 - AI ChatGPT, Felix, Frontier Digital Ventures, AGM Rapid fire: Bigtincan, LaserBond, Nanonsonics, IPD Group, Supply Network & Andrew & Claude’s lifetime Bitcoin bet
|
Dec 07, 2022 |
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#56 - City Chic, Collins Food, Beamtree, Objective Corp, Pro Medicus, Portfolio position sizing, Ed Thorp, protests in China & Elon vs the App Store
|
Dec 01, 2022 |
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#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 Drinks
|
Nov 23, 2022 |
|
#54 - MSL Solutions & Origin Energy Takeovers, Xero Results, Whispir Cuts Staff, Aeris Resources
|
Nov 17, 2022 |
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#53 - The Fed pivot, RBA's Google reviews, Novatti, Lark Distilling, Perpetual, Crypto crash, ASX takeover targets, Marley Spoon & China's baby problem
|
Nov 09, 2022 |
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#52 - Aussie Tech Takeovers, Meta's Metaverse Bet, Elon & Aussie House Prices
|
Nov 03, 2022 |
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#51 - ELMO's Takover Offer, Whispir, Codan, Credit Clear, Charlie Munger & Aussie Inflation.
|
Oct 27, 2022 |
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#50 - Which info sources can you trust? DroneShield, AF Legal, DropSuite, Australian Ethical, Lab-Grown Brain Cells, Meta & VR.
|
Oct 20, 2022 |
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#49 - AI & software 3.0, Appen, Dubber, Cathie Wood's letter to the Fed, Druckenmiller, medical cannabis & GDP stats
|
Oct 13, 2022 |
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#48 - Aussies the worlds richest, the UK's Lehman moment, signs for market bottoms, Credit Suisse, Bigtincan + Livetiles, Zoom2u, the latest on Elon, & Atomos
|
Oct 05, 2022 |
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#47 - The Mystery of Money, Eurodollars, Cogstate, Silex Systems, & Family Zone Cyber Safety
|
Sep 29, 2022 |
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#46 - Robot replacements, Unprofitable buybacks, Objective Corp, Genetic Signatures, & Catapult
|
Sep 22, 2022 |
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#45 - The 5 paths for the world economy, QANTAS Buyback, Takeover Targets (Nuix & Tyro), Beam Communications vs Apple
|
Sep 15, 2022 |
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#44 - RBA Rate Hike, Your Questions Answered - iCollege, Jayride, Bigtincan, & Etherstack, Russia cuts off the gas, is BeReal for real?
|
Sep 08, 2022 |
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#43 - Earnings Season Bonanza:Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, Lovisa, Powell's Speech, Property Markets, & BNPL Woes
|
Sep 01, 2022 |
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#42 - Earnings Rapid Fire (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Flying Cars, and the Bank of England's bombshell!
|
Aug 25, 2022 |
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#41 - Nearmap's $1.1b Takeover Bid, rapid results roundup: Clinuvel Pharmaceuticals, Redbubble, Temple & Webster & 4DS Memory
|
Aug 18, 2022 |
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#40 - Anti-ESG Investing, Novatti, CBDC's & Crypto, Meme Stocks, & Amazon Prime vs Kogan
|
Aug 11, 2022 |
|
#39 - Quarterly Report Rapid Fire, Recession Conspiracies, China vs Taiwan, LiveTiles delisting from the ASX
|
Aug 04, 2022 |
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#38 - Positive USA economic data, LaserBond, Nitro Software, Beam Communications, & Bank of China's woes
|
Jul 28, 2022 |
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#37 - Wirecard's big fraud, China's mortgage crisis, Earlypay, NY Times climate change poll, Zelensky's purge & Dropsuite
|
Jul 21, 2022 |
|
#36 - Elon v Twitter, EML Payments, Long term holds & market gains, Russia cuts gas & Envirosuite
|
Jul 14, 2022 |
|
#35 - Medical Developments, RBA lifts rates again, Klarna's valuation cut, Tyro, NFTs & PainChek
|
Jul 07, 2022 |
|
#34 - Recession cycles, the Bullwhip effect, Kelly+Partners, BWX, Milkrun, & FY22 IPO's
|
Jun 30, 2022 |
|
#33 - FBR, Xref, Pointsbet, How to Avoid a Climate Disaster by Bill Gates, and the benefits of investing in unloved industries
|
Jun 23, 2022 |
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#32 - Market sell off, Druckenmiller, Claude's take on Nanosonics, Google's sentient AI and the crypto crash
|
Jun 16, 2022 |
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#31 - RBA rate rise, building & materials inflation, the energy crunch, lithium crash, Raiz, SiteMinder, and Elon
|
Jun 09, 2022 |
|
#30 - Appen, Bubs, EU's Russian oil ban, ikeGPS, Codan & Smartpay
|
Jun 02, 2022 |
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#29 - Labor's election win, Construction & Contractors, GenusPlus, ASA Event & Bailador, Serko and Snap
|
May 26, 2022 |
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#28 - SelfWealth, Stealth Global, Claude's take on AGL, Infomedia and Step One
|
May 19, 2022 |
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#27 - Markets in Turmoil, Green mining boom, Tinybeans, Pushpay, DGL, ELMO, RPM Global
|
May 12, 2022 |
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#26 - RBA lifts rates, Inflation & Bitcoin at Berkshire, Kogan, Pointerra, Dubber, AGL & Ava Risk
|
May 05, 2022 |
|
#25 - Pushpay, Twitter, Marley Spoon, Beforepay, Life360, Cettire, and China
|
Apr 28, 2022 |
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#24 - Redbubble, Envirosuite, Cogstate, Zebit, Volpara, Netflix and Red Notice
|
Apr 21, 2022 |
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#23 - Energy One & the Hype Cycle
|
Apr 14, 2022 |
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#22 - RPMGlobal & the impact of an Inverted Yield Curve
|
Apr 07, 2022 |
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#21 - PropTech and the latest Howard Marks memo
|
Mar 31, 2022 |
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#20 - Pointerra and the Metaverse
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Mar 24, 2022 |
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#19 - Cettire and food inflation
|
Mar 17, 2022 |
|
#18 - Special guest Cogstate CEO, Brad O'Connor
|
Mar 10, 2022 |
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#17 - The Russia-Ukraine crisis & Electro Optic Systems
|
Mar 03, 2022 |
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#16 - ELMO Software and growth by acquisitions.
|
Feb 24, 2022 |
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#15 - Adore Beauty and the future of E-commerce
|
Feb 18, 2022 |
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#14 - Pro Medicus from Baby to Giant, plus the pros & cons of bootstrapping growth
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Feb 10, 2022 |
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#13 - Dubber and the many variants of ARR (Annualised Recurring Revenue)
|
Feb 03, 2022 |
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#12 - The market sell off, and Cogstate
|
Jan 28, 2022 |
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#11 - Special guest Tinybeans CEO Eddie Geller, BeforePay's IPO bust & the latest Redbubble results
|
Jan 20, 2022 |
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#10 - Volpara, beware the social media 'pure play' and a positive prediction
|
Jan 13, 2022 |
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#9 - Tinybeans, EBOS, and some wild predictions for 2022 and beyond
|
Jan 07, 2022 |
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#8 - Reflections and lessons from investing in 2021
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Dec 24, 2021 |
|
#7 - Unpacking Marley Spoon's meal-kit business model, and some of our favourite books to enjoy over the holidays
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Dec 16, 2021 |
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#6 - Alcidion's acquisition, the wild world of Aussie small caps, Bapcor, and the return of volatility
|
Dec 09, 2021 |
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#5 - Omicron and Nanosonics
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Dec 01, 2021 |
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#4 - BeforePay, Catapult, Bapcor's CEO departure, and a Pushpay question
|
Nov 25, 2021 |
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#3 - Pushpay and Cluey
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Nov 17, 2021 |
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#2 - Infomedia, Electric vehicles, MSL Solutions, and a vexing hypothetical
|
Nov 10, 2021 |
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#1 - Redbubble and AVA Risk Group
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Nov 03, 2021 |