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 ..read more

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 ..read more

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 - Grat ..read more

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 38:4 ..read more

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: T ..read more

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 ..read more

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 ..read more

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 - An ..read more

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 ..read more

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