Baby Giants Investing

#128 - The Finale

Join Andrew, Matt and Claude for the last episode of Baby Giants as they chat about markets and multiples, Fiducian Group, the financialisaton of the economy, Kinatico and keeping focused. Follow us on Twitter: @BabyGiantsPodCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solvingClaude's website: arichlife.com.auAndrew's investing network: strawman.com-----1:05 - Baby Giants is ending2:30 - Market rebound6:47 - Tangents - travel stories and ticks11:03 - Markets (part II)14:27 - Multiples16:18 - Fiducian Group (ASX: FID)19:29 - Generation Development Group (ASX: GDG)21:05 - Financialisation of the economy25:52 - Kinatico (ASX: KYP)30:22 - Promoters and raising capital32:49 - Keeping focused36:18 - How to stay in touch with us

#127 - Yen Carry Trade, Whole Brain Investing, Airtasker & Hipages

Andrew, Matt, and Claude discuss the big market moving macro event of the yen carry trade, DroneShield's raise, Whole Brain Investing, as well as small cap marketplaces Airtasker and Hipages. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1gCheck out Matt's substack: https://www.wholebraininvesting.com/p/the-problem-with-problem-solving-----1:42 - Macro: yen carry trade and impact on markets19:10 - Credit creation20:34 - DroneShield (ASX: DRO)25:34 - Whole Brain Investing35:03 - Airtasker (ASX: ART)41:06 - Airtasker (ASX: ART) vs Hipages Group Holdings (ASX: HPG)

#126 - DroneShield, Advanced Braking Technology, Adacel Technologies

Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:57 - Rotation to small caps7:50 - DroneShield (ASX: DRO)21:01 - Advanced Braking Technology (ASX: ABV)27:28 - Macro - China29:28 - Adacel Technologies (ASX: ADA)33:01 - Investing in companies dealing with the Government

#125 - Aroa Biosurgery, Environmental Group, TechnologyOne

Andrew, Matt, and Claude discuss the Environmental Group, Aroa Biosurgery and the other listed wound care businesses, before finishing off with a discussion on TechnologyOne.Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:07 - Good News11:20 - Environmental Group (ASX: EGL)20:28 - Aroa Biosurgery (ASX: ARX)32:58 - Inferior product, but superior business - Domino's Pizza Enterprises (ASX: DMP) 34:48 - TechnologyOne (ASX: TNE)

#124 - Bapcor & Consultants, EV Tariffs, PSC Insurance & Beamtree

Andrew, Matt, and Claude chat US tariffs on Chinese EVs, Bapcor and the use of consultants, Perpetual's business, takeover of PSC Insurance Group and the insurance broking industry, as well as Beamtree. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:51 - US Tariffs on Chinese EVs16:52 - Bapcor (ASX: BAP) & Consultants22:20 - Retail Food Group (ASX: RFG)26:06 - Perpetual (ASX: PPT)35:00 - PSC Insurance Group (ASX: PSI) & Insurance Broking46:39 - Beamtree Holdings (ASX: BMT)51:43 - Small Cap Takeovers