Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants.
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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.
We dig in to the acquisitive services and software company Energy One, and the roller coaster of the tech hype cycle
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 inversion
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.
We jump into 3D data and mapping specialist Pointerra, and discuss the potential of the metaverse
We take a look at Cettire, a hyper-growth luxury eCommerce platform disrupting the fashion industry, and discuss the impacts of potential food inflation.
We are joined by special guest Brad O’Connor – CEO of fast growing cognitive testing company Cogstate.
We discuss the Russia-Ukraine crisis, its widespread ramifications, and defence tech business Electro Optic Systems.
We take a look at the growth engines behind ELMO Software’s HR platform, and the pros and cons of bolt on acquisitions.
Is online comestics retailer Adore Beauty the fairest of them all? Are ominous clouds forming over the horizon in E-commerce land?
The baby to software giant Pro Medicus success story, and we weigh up the pros and cons of bootstrapping growth.
We talk hyper growth call recording software specialist Dubber, and the nuances behind headline metric ARR (Annualised Recurring Revenue).
We chat about the current selldown hitting markets globally, and dive into fast growing cognitive testing company Cogstate.
We have special guest Eddie Geller – CEO of Tinybeans join us, while reflecting on BeforePay’s tough IPO debut and Redbubble’s latest results against hard Covid comparables.
We dive into Volpara’s high-growth cancer screening software, open the floor up to Claude’s positive prediction for 2022, and talk through the risks of ‘pure play’ social media excitement.
We discuss underfollowed Kiwi giant EBOS healthcare, and the new Tinybeans paid membership value proposition; while throwing out some wild predictions for 2022 and beyond.
We wrap up 2021 and our first year of the Baby Giants Investing podcast with our most important reflections and lessons.
We sink our teeth into Marley Spoon’s meal-kit business, and have some last minute book recommendations for everyone’s Christmas list.
Alcidion makes a big acquisition, Bapcor’s CEO drama gets a public airing, volatility returns, and we chat what makes Aussie small caps such a wild market.
A new Covid variant called Omicron has the world worried. How serious is it, and how should we think about it as investors? Meanwhile Nanosonics has been a strong performer over recent years – but what’s the investment case today? Andrew, Kev, Matt, and Claude dig in.
Andrew, Kevin, Claude and Matt chat through Bapcor’s CEO departure, the unit economics of Beforepay, the long history of Catapult, and a Pushpay listener question.
Pushpay (ASX:PPH) and Cluey (ASX:CLU) are two businesses that have caught a strong covid tailwind, but how will they fair now that covid is (finally) coming to an end? Listen in as Andrew, Claude, Matt, and Kev dig in.
Kevin, Claude, Andrew, and Matt have questions. Is Infomedia (ASX:IFM) a cheap recurring revenue enterprise software business? Or is the rise of electric vehicles going to cause it to break down? Has MSL Solutions (ASX:MSL) turned the corner to profitable growth? When should you give a Directors a second chance?
Loved by bulls, doubted by bears, battleground stock Redbubble (ASX:RBL) is now the second most shorted stock on the ASX, Matt, Kevin & Andrew talk through the key arguments on both sides. Then Andrew runs us through AVA Risk Group (ASX:AVA) an under the radar small cap that’s making intruders tread carefully.
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