By BabyGiants. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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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

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Manage episode 348600472 series 3002617
By BabyGiants. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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
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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

  continue reading

79 episodes

Share
 
Manage episode 348600472 series 3002617
By BabyGiants. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 - 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

  continue reading

79 episodes

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