Baby Giants Investing

Andrew and Matt cover the latest from DroneShield and their recent raise, the unfolding narrative at Cettire, Vitura's CEO resigning amidst an agreement dispute with Code4 Cannabis, plus insights into Mader's office culture, and Alcidion's latest quarterly. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:04 - Good News 4:41 - A cure for dental cavities 10:28 - Your Question: DroneShield (ASX: DRO) 22:11 - Cettire (ASX: CTT) 31:29 - Vitura Health (ASX: VIT) - CEO resignation and agreement with Code4 Cannabis 38:11 - Mader Group (ASX: MAD) 41:29 - Perth 45:37 - Alcidion Group (ASX: ALC)

Andrew, Matt, and Claude chat Polynovo and Inoviq, which investors are worth following on the ASX. Plus, they delve into the latest updates from Cettire and contemplate the question of investment strategies amidst global turmoil. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 4:30 - Polynovo (ASX: PNV) 13:22 - Inoviq (ASX: IIQ) 15:11 - SDI (ASX: SDI) & David Williams 17:09 - Investors worth following? 20:34 - Cettire (ASX: CTT) latest developments 25:42 - Your Question: How to invest when the world is falling apart? 35:57 - Insurance Brokers 38:40 - Doomsday investing pt II 43:01 - Audinate Group (ASX: AD8) and adaptive enabler companies 45:02 - Defence and energy companies 49:26 - Gratitude

Andrew, Matt, and Claude discuss the latest developments from Smartpay, Weebit Nano, Cogstate, and Dicker Data. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:00 - Good News 7:35 - Smartpay Holdings (ASX: SMP) 16:36 - Weebit Nano (ASX: WBT) 26:12 - Cogstate (ASX: CGS) 30:58 - Dicker Data (ASX: DDR) 42:08 - NDIS new job creation 44:40 - Gratitude

Andrew, Matt and Claude discuss Adrad Holdings, Vaclav Smil's latest paper and the implications for net zero, Dubber's CEO being issued a travel ban by ASIC, as well as some news from Xref and Cettire. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:13 - Good News 10:09 - The Reinhart-Rogoff error 12:56 - Macro News 14:36 - Adrad Holdings (ASX: AHL) 26:02 - Vaclav Smil and Net Zero 36:06 - Dubber Corporation (ASX:DUB) CEO banned from leaving Australia 42:52 - Xref (ASX:XF1) 45:19 - Cettire (ASX: CTT) 48:37 - Gratitude

Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 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

Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 4:20 - Possible TikTok ban in the US 16:12 - Claude AI 27:40 - ASX AI opportunities? 30:08 - Nextdc (ASX: NXT) 31:47 - Bitcoin energy consumption 38:06 - The energy transition 40:17 - Bailador Technology Investments (ASX: BTI) 44:25 - TASK Group Holdings (ASX: TSK)

Andrew, Matt, and Claude discuss your question on if quality companies are leaving the ASX, plus the latest from Dubber, Eroad's (ASX: ERD) dual CEO strategy, and Cleanspace Holdings. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 4:46 - Your question: quality companies leaving the ASX? 11:40 - Dubber Corp (ASX: DUB) & WiseTech Global (ASX: WTC) 25:59 - Claude's idea 31:08 - Eroad's (ASX: ERD) dual CEO strategy 37:08 - Your question: Cleanspace Holdings (ASX: CSX)

Andrew, Matt, and Claude chat through the latest inflation print as well as the latest from Mcgrath, Objective Corporation, JB Hi-Fi and Close The Loop. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:06 - Good News 7:04 - Inflation 18:09 - Mcgrath (ASX: MEA) 22:33 - Objective Corporation (ASX: OCL) 32:15 - JB Hi-Fi (ASX: JBH) 38:54 - Close The Loop (ASX: CLG)

Andrew, Matt, and Claude in a busy earnings season chat Stealth Group Holdings, Austco Healthcare, and XRF Scientific. As well as the Woolworths CEO retiring after his ABC interview walkout. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:10 - Good News 6:06 - Stealth Group Holdings (ASX: SGI) 9:35 - Austco Healthcare (ASX: AHC) 12:56 - XRF Scientific (ASX: XRF) 18:34 - Global economies and employment 26:00 - Woolworths Group (ASX: WOW) - CEO Interview

Andrew, Matt, and Claude answer your questions on uranium and Boss Energy, Ava Risk Group's recent announcement, plus Volpara and Ansarada being acquired. As well as a macro discussion covering inflation, interest rates and a potential Trump presidency. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:18 - Good News 5:48 - Boss Energy (ASX: BOE) and uranium 16:42 - Macro - inflation, interest rates, Trump 29:43 - Ava Risk Group (ASX: AVA) 37:20 - Volpara Health Technologies (ASX: VHT) 42:03 - Ansarada Group (ASX: AND)

Andrew, Matt, and Claude chat Nick Scali's latest results, Pureprofile, Adacel Technologies, Playside Studios. Plus Janison's latest contract win and dealing with the government as a customer. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 1:02 - Good News 2:20 - Nick Scali (ASX: NCK) 13:09 - Pureprofile (ASX: PPL) 21:44 - Adacel Technologies (ASX: ADA) 27:06 - Playside Studios (ASX: PLY) 34:58 - Janison Education Group (ASX:JAN) 40:03 - Government as a customer

Matt, Claude and Andrew chat about Nanosonics, Keypath Education and Retail Food Group

Matt and Andrew are back in this wide ranging discussion covering robotics, Appen's 99 problems, the lithium crash, surprising EV demand, and our outlook for 2024 Follow us on Twitter: @BabyGiantsPod

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. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 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!

Andrew, Matt, and Claude discuss their favourite Munger quotes, how to track capital raises, Vmoto and Rectifier Technologies, as well as small cap news from: Mesoblast, Supply Network, Atlas Pearls and HighCom (formerly XTEK). Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:35 - Good News 11:47 - Favourite Munger Quotes 16:17 - Owners Earnings 22:58 - Your Question: Tracking Capital Raises 25:24 - Your Question: Vmoto (ASX: VMT) 28:17 - Rectifier Technologies (ASX: RFT) 34:41 - Audio Pixels Holdings (ASX: AKP) 35:10 - Mesoblast (ASX: MSB) 36:01 - Vmoto (ASX: VMT) II 37:05 - Small cap news: Mesoblast (ASX: MSB) II 39:09 - Small cap news: Supply Network (ASX: SNL) 40:16 - Small cap news: Atlas Pearls (ASX: ATP) 42:16 - Small cap news: HighCom (ASX: HCL) (formerly XTEK)

Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:34 - Good News 4:52 - Economic Indicators 6:05 - Retail 11:39 - Collins Foods (ASX: CKF) 13:11 - Domino's Pizza Enterprises (ASX: DMP) 13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect 17:58 - Step One Clothing (ASX:STP) 19:52 - Baby Bunting Group (ASX: BBN) 20:33 - Temu 24:56 - Altium (ASX: ALU) AGM 26:14 - Vysarn (ASX: VYS) 28:30 - Catapult Group International (ASX:CAT) 29:48 - Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA) 31:39 - Bargain territory? 36:48 - Diverger (ASX: DVR) 38:33 - Playside Studios (ASX: PLY) 42:43 - Smartpay Holdings (ASX: SMP) 50:01 - PWR Holdings (ASX:PWH)

Andrew, Matt, and Claude go over Queensland's "solution" to the housing affordability crisis, the OpenAI and Sam Altman drama, as well as discussing Volpara's latest results, and touching briefly on Pro Medicus and Maxiparts. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:55 - Good News (sort of) 7:48 - Good News 12:35 - OpenAI and Sam Altman drama 27:28 - Volpara Health Technologies (ASX: VHT) 40:08 - Pro Medicus (ASX: PME) 43:50 - Maxiparts (ASX: MXI)

Andrew, Matt, and Claude discuss artificial intelligence and the latest enhancements in ChatGPT. As well as chatting Catapult Group, RPMGlobal, OFX Group (formerly OzForex) and the potential ramifications of Bitcoin, and finally DGL Group. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:43 - Good News - Carbon Storage 4:42 - Good News - Neuralink 7:35 - Good News - Cocaine Vaccine 9:05 - Good News - AI/ChatGPT 18:26 - Catapult Group International (ASX:CAT) 25:46 - RPMGlobal Holdings (ASX: RUL) 29:41 - OFX Group (ASX:OFX) (formerly OzForex Group) 32:41 - Bitcoin 37:38 - DGL Group (ASX: DGL)

Andrew, Matt, and Claude discuss Alcidion's cap raise, Whispir's bid and ASX takeovers, as well as answering your questions on Bapcor and HiTech Group, plus some macro views. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:50 - Good News 1:36 - Alcidion Group (ASX: ALC) cap raise 16:04 - Whispir (ASX: WSP) takeover offer 20:54 - ASX takeovers 28:07 - Hipages Group Holdings (ASX: HPG) 28:36 - Camplify Holdings (ASX: CHL) 29:17 - Airtasker (ASX: ART) 30:08 - Profitability inflection point 32:28 - Bapcor (ASX: BAP) 34:51 - Acquisitions 38:08 - HiTech Group Australia (ASX:HIT) 42:58 - Macro views

If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan. Follow us on Twitter: @BabyGiantsPod Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g ----- 0:53 - Good News 1:44 - 8Common (ASX: 8CO) 5:24 - Director Loans 7:26 - Founder-led companies 14:49 - Pointerra (ASX: 3DP) 16:17 - Alcidion Group (ASX: ALC) 16:58 - Integrated Research (ASX: IRI) & Iress (ASX: IRE) 21:25 - Spooky stock situations 28:27 - Yellow Brick Road Holdings (ASX: YBR) 31:56 - Vmoto (ASX: VMT) & Rectifier Technologies (ASX: RFT) 33:11 - Adore Beauty Group (ASX: ABY) 37:17 - Retailers 39:35 - Adairs (ASX: ADH) 40:32 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK) 43:53 - Amazon & Kogan.com (ASX: KGN)