BabyGiants Podcasts

Andrew, Claude & Matt talk MedAdvisor's (ASX: MDR) big quarter, landing page tool Linktree, Doctor Care Anywhere (ASX: DOC), Beforepay (ASX: B4P), post Covid trends & Myer (ASX: MYR). Follow us on Twitter: @BabyGiantsPod ----- 1:23 - Good news 6:26 - Medadvisor (ASX: MDR) 15:01 - Linktree 20:46 - Ansarada (ASX: AND) 21:40 - Doctor Care Anywhere (AS…

Andrew, Claude, and Matt chat good news, Redbubble (ASX: RBL) revises FY23 guidance, potential red flags for investors, listener predictions, Hipages (ASX: HPG), Xero (ASX: XRO) and Nanosonics (ASX: NAN). Follow us on Twitter: @BabyGiantsPod ----- 01:02 - Good news 08:20 - Redbubble (ASX: RBL) 20:12 - Red flags for investors 39:08 - Listener wild p…

Andrew, Claude & Matt chat about their wild predictions for 2023, Apple'sAR/VR headset, Cosol (ASX: COS) and ASX IT service providers, likelyhood of a recession & we look back on our 2022 forecasts. Follow us on Twitter: @BabyGiantsPod ----- 03:50 - Apple's AR/VR headset 15:44 - Cosol (ASX: COS) & ASX IT service providers 33:39 - Looming recession …

Andrew, Claude, Matt, & Kev discuss ChatGPT going viral, Claude's take on Elon, Twitter & Tesla, John Huber & the investors edge, Symbio (ASX: SYM), the sell off on BWX (ASX: BWX) & City Chic (ASX: CCX), and the Alcidion market update (ASX: ALC). Follow us on Twitter: @BabyGiantsPod ----- 2:50 - Good news: New space material, ChatGPT & superabundan…

Andrew, Claude, Matt, & Kev chat breakthroughs in Nuclear Fussion , AI glasses, Bigtincan (ASX: BTH) & Tyro (ASX: TYR) reject takeover bids, Downer's stock plunge (ASX: DOW), how to evaluate management incentives, New gas price caps, small cap SDI Ltd (ASX: SDI), Claude’s buy signals, REIT redemptions & a property downspiral. Follow us on Twitter: …

Andrew, Claude, Matt, & Kev talk good news with AI ChatGPT, project procurement smallcap Felix Group, Frontier Digital Ventures' emerging countries marketplaces, Bigtincan, AGM rapidfire with LaserBond, Nanonsonics, IPD Group & Supply Network, while Andrew & Claude make a lifetime Bitcoin bet! Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good …

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. Follow us on Twitter: @BabyGiantsPod ----- 0:46…

Andrew, Matt, and Kev chat good news, Life360 cap raise & Stock based comp, Cettire's big selldown, Retail wrap up with Best & Less, Lovisa & Shaver Shop, Top 10 ASX stocks from the last decade, ASX cancels $250m blockchain project, New words for 2023, Probability matchin, Nearmap & Good Drinks. Follow us on Twitter: @BabyGiantsPod ----- 0:40 - Goo…

Andrew, Matt, and Claude discuss some good news, schadenfreude and FTX's collapse, the takeover offers for MSL Solutions and Origin Energy, AGL Energy, Xero's results and new CEO, Whispir cutting 30% of its staff, and Claude's foray into mining with Aeris Resources. Follow us on Twitter: @BabyGiantsPod ----- 0:52 - Good News: Moon dust mining; Self…

Andrew, Matt, Kev and Claude chat the Fed pivot, the RBA's Google reviews, Novatti's banking license, Lark Distilling Co's new CEO, Perpetual takeover bid, the latest in Crypto, potential ASX takeover targets, Marley Spoon and China's baby problem. Follow us on Twitter: @BabyGiantsPod ----- 0:40 - Good news: UV-C light 5:38 - The Fed pivot 13:01 - …

Andrew, Matt and Kev chat Meta's metaverse bet, the US tech stock hammering, China, trade and decoupling, Aussie tech takeovers (Nitro Software, ReadyTech Holdings, Pushpay, & PropTech), Elon becoming the CEO of Twitter, and the RBA and house prices. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Good News: Moon base and augmented reality 2:38 -…

Andrew, Matt, Kev and Claude chat some good news, Xi's third term and Chinese stocks, deglobalisation, Munger's bet on Alibaba, Aussie inflation and the federal budget. As well as Whispir, ELMO's takeover offer, Codan and Credit Clear. Follow us on Twitter: @BabyGiantsPod ----- 0:57 - Good News: Photonic Chip 2:18 - Good News: Geothermal 2:46 - Goo…

Andrew, Matt and Claude chat which info sources you can trust, lab-grown brain cells playing pong, DroneShield, Meta & VR, AF Legal and DropSuite's results, and Australian Ethical Investing quarterly FUM. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News: Jack Dorsey's decentralised social platform 2:32 - Good News: Gas prices and storage…

Andrew, Matt and Kev chat faster EV charging times, AI & software 3.0, Appen's outlook , Dubber's restatement, Cathie Wood's letter to the Fed, nuggets from Stan Druckenmiller, legal marijuana and GDP stats. Follow us on Twitter: @BabyGiantsPod ----- 0:45 - Good News: Faster EV charging, space mining, DART mission 6:16 - Good News: AI & software 3.…

Andrew, Matt and Claude talk good news with AI video, Australian's topping the global wealth ladder, signs for market bottoms, Credit Suisse, Bigtincan moves on Livetiles, small cap Zoom2u, the latest on Elon, & trouble at Atomos Follow us on Twitter: @BabyGiantsPod ----- 0:44 - Good News: AI generated video 1:41 - Good News: Australian's topping t…

Andrew, Matt and Kev chat advances in nanotubes and carbon capture, the Patagonia founder giving away his company, the Nord Stream sabotage, banking, money creation, and the mysterious Eurodollars. As well as Cogstate news, Silex Systems, and Family Zone Cyber Safety. Follow us on Twitter: @BabyGiantsPod ----- 1:32 - Good News: Nanotubes 2:16 - Goo…

Andrew, Matt and Claude, chat through some positive developments in AI and immunology, Charter Hall CEO David Harrison's controversial claim, Russia's conscription, and we answer your questions (oOh!Media, Objective Corporation, Pro Medicus, Genetic Signatures), and Catapult Group International. Follow us on Twitter: @BabyGiantsPod ----- 1:04 - Goo…

Andrew, Matt and Kev talk through some good news including AI art and a woman who can smell Parkinson's, the US inflation print, QANTAS buying back stock, takeover targets (Nuix and Tyro Payments), the consequences of Apple's satellite messaging for Beam Communications, and Russell Napier's five ways to solve the debt problem. Follow us on Twitter:…

Andrew, Matt and Kev talk through the RBA's rate hike, Russia shutting the Nord Stream pipeline, US & China decoupling, and the BeReal app. We answer your questions - iCollege, Jayride, Bigtincan, and Etherstack. Follow us on Twitter: @BabyGiantsPod ----- 1:18 - Good News: Nuclear Power Plant Saved 2:06 - Macro: RBA rates rise 8:48 - Macro: Russia …

Andrew, Matt and Claude, chat about the latest development in quantum computing, Powell's Jackson Hole speech, the EU energy crisis, China, Aussie property, earnings season continues (Cettire, Smart Parking, Dicker Data, EML Payments, DGL Group, and Lovisa), along with BNPL woes. Follow us on Twitter: @BabyGiantsPod ----- 0:48 - Good News: Quantum …

Andrew, Matt and Kev talk through the good news including flying cars, a busy earnings season (Envirosuite, Pentanet, Spectur, NZME, Somnomed, Kogan, Adairs), Audio Pixels $10m cash raise, the Bank of England's gloomy forecast, US stock market outflows, and friendshoring. Follow us on Twitter: @BabyGiantsPod ----- 0:56 - Good News - Alzheimer's tre…

Andrew, Matt and Kev chat through good news on the fusion front, patents and new technology, Thomas Bravo's $1.1b takeover offer for Nearmap (ASX: NEA), Results (Clinuvel Pharmaceuticals (ASX: CUV), Redbubble (ASX: RBL), and Temple & Webster Group (ASX: TPW)), the dangers of extrapolation, and 4DS Memory (ASX: 4DS). Follow us on Twitter: @BabyGiant…

Andrew, Matt and Claude talk through the Kardashians and social media algorithms, anti-ESG investing (Farm Pride Foods (ASX: FRM), Coal, and Tobacco), Novatti (ASX: NOV) and payment providers, Central Bank Digital Currency's and crypto, Amazon Prime vs Kogan (ASX: KGN), meme stocks, and the Adobe Digital Price Index. Follow us on Twitter: @BabyGian…

Claude and Matt talk about the definition/threat of a recession, a string of quarterly reports (MedAdvisor, SECOS, Ansarada, Genetic Signatures, and FINEOS), the geopolitics of China and Taiwan, and LiveTiles delisting from the ASX. Follow us on Twitter: @BabyGiantsPod ----- 0:55 - Good News: Shipment of grain out of Ukraine 1:35 - Definition of a …

The guys talk about positive economic data from the USA, industrial compounder LaserBond, fast growing software business Nitro, micro cap Beam Communications, and lines outside Bank of China in Sydney. Follow us on Twitter: @BabyGiantsPod ----- [00:00:48] - Good news [00:04:06] - USA economic update [00:10:30] - LaserBond [00:22:48] - Nitro Softwar…

The guys chat Money Men: Wirecard's big fraud, China's mortgage crisis, small cap Earlypay, NY Times latest climate change poll, Zelensky's purge & Dropsuite - a fast growing cloud SaaS business. Follow us on Twitter: @BabyGiantsPod ----- [00:03:38] - Money Men: Wirecard's big fraud [00:13:27] - China's mortgage crisis [00:20:48] - Earlypay [00:35:…

Andrew, Matt and Kev talk good news, the latest with Elon v Twitter, EML payments, a listener question: on long term holds & market gains, Russia cuts gas for Nord Stream 1 maintenance, and small cap Envirosuite. Follow us on Twitter: @BabyGiantsPod ----- [00:01:13] - Good news segment [00:05:36] - Elon v Twitter latest [00:08:44] - EML Payments [0…

Claude and Matt talk Medical Developments and their green whistle drug, the RBA lifting rates to 1.35%, Klarna and buy now pay later's valuation cut, Tyro's sell off, all things NFTs, and nano-cap PainCheck. Follow us on Twitter: @BabyGiantsPod ----- [00:01:11] - Medical Developments International [00:11:35] - RBA lifts rates again [00:16:31] - Kla…

We chat about the stages of a typical recession cycle, Michael Burry on the Bullwhip effect, accounting roll up Kelly+Partners, BWX's sell off and capital raise, Milkrun's leaky economics, & the best and worst of FY22's IPO debuts. Follow us on Twitter: @BabyGiantsPod ----- [00:01:30] - Recession cycle [00:07:12] - Michael Burry - Bullwhip effect […

The guys chat about FBR a bricks robotics company, employment reference platform Xref, online bookmaker Pointsbet, Bill Gate's book: How to Avoid a Climate Disaster, and the benefits of investing in unloved industries. Follow us on Twitter: @BabyGiantsPod ----- [00:01:17] - FBR [00:15:34] - Xref [00:23:11] - Pointsbet [00:32:30] - How to Avoid a Cl…

Andrew, Claude, Matt and Kev unpack the latest market sell off, Druckenmiller at Sohn 2022, Claude's take on Nanosonics, LaMDA sentient AI and the crypto crash. Follow us on Twitter: @BabyGiantsPod ----- [00:01:26] - Markets in turmoil [00:11:28] - Stanley Druckenmiller - Sohn 2022 [00:17:41] - Nanosonics [00:35:38] - LaMDA - Google's sentient AI? …

The guys talk the latest RBA rate rise, building & materials inflation, the energy prices crunch, lithium crash, small cap fintech Raiz, hotel software specialist SiteMinder, and all things Elon Musk. Follow us on Twitter: @BabyGiantsPod ----- [00:00:48] - RBA lifts interest rates [00:07:18] - Building and materials inflation [00:11:38] - The energ…

Andrew, Matt and Kev chat about Appen's takeover rug pull, Bubs USA infant formula windfall, the EU's further ban on Russian oil, ikeGPS' laser platform, metal detection specialist Codan and fintech small cap Smartpay. Follow us on Twitter: @BabyGiantsPod ----- [00:01:08] - Appen [00:10:27] - Bubs [00:19:55] - EU's Russian oil ban [00:25:54] - ikeG…

Andrew, Matt and Kevin unpack Labor's election win, the worries for Construction & fixed price contractors, GenusPlus, the Australian Shareholders Association Event & Bailador, travel tech company Serko and Snap's guidance rug pull. Follow us on Twitter: @BabyGiantsPod ----- [00:01:27] - Labor's Election Win [00:12:12] - Construction & Fixed priced…

We talk SelfWealth's board challenge, nanocap Stealth Global, Claude's take on AGL, Infomedia's takeover offer and Step One's premo undies. Follow us on Twitter: @BabyGiantsPod ----- [00:01:33] - SelfWealth [00:11:43] - Stealth Global [00:31:21] - Claude on AGL [00:38:50] - Infomedia [00:44:48] - Step One…

Andrew, Matt and Kevin chat about the latest market turmoil, updates on Tinybeans, Pushpay, the DGL Group scandal, ELMO, RPM Global, and the 4 Corners special: Why powering a green future means more mines. Follow us on Twitter: @BabyGiantsPod ----- [00:01:27] - Latest on the market sell off [00:13:57] - Tinybeans [00:20:49] - Pushpay [00:27:01] - D…

We talk about the RBA's first rate hike since 2010, Berkshire's take on inflation & Bitcoin, while wrapping up the latest news from Kogan, Pointerra, Dubber & Ava Risk. Andrew also invites Mike Cannon-Brookes onto his yacht to discuss Australia and AGL's energy future. Follow us on Twitter: @BabyGiantsPod ----- [00:02:33] - RBA lifts interest rates…

Matt and Andrew chat about the latest news from Pushpay, Beforepay, Life360, Cettire, and Marley Spoon. We drop some hot takes on Musk's twitter takeover, and wrap with the world shaking implications of China's lockdowns.By BabyGiants

Matt and Andrew chat about the latest news from Redbubble, Envirosuite, Cogstate, Netflix, and Volpara. Lament the rapid fall and ultimate de-listing of recent Buy Now Pay Later IPO Zebit. And wrap with the wild bargains of Russian privatisation from Bill Browder's epic book Red Notice.By BabyGiants

We dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycleBy BabyGiants

We talk RPMGlobal - a business with a rapidly growing software segment that's flying under the radar, and discuss the impacts of a prolonged yield curve inversionBy BabyGiants

The team take a look at fast growing real estate software business PropTech, and talk the latest Howard Marks memo: The Pendulum in International Affairs.By BabyGiants

We jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverseBy BabyGiants

We take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.By BabyGiants

We are joined by special guest Brad O'Connor - CEO of fast growing cognitive testing company Cogstate.By BabyGiants

We discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.By BabyGiants

We take a look at the growth engines behind ELMO Software's HR platform, and the pros and cons of bolt on acquisitions.By BabyGiants

Is online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?By BabyGiants

The baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.By BabyGiants

We talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).By BabyGiants