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#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing
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Content provided by BabyGiants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BabyGiants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Andrew, Matt and Claude discuss housing supply and the risk of investing in construction companies, as well as talking about distribution companies (Dicker Data, Lindsay Australia, & DGL Group), Incitec Pivot, and the role of luck in investing.
Follow us on Twitter: @BabyGiantsPod
-----
0:50 - Good News
3:35 - NVIDIA Corporation (NASDAQ: NVDA)
7:20 - Housing Market/Building Approvals
7:39 - Big River Industries Ltd (ASX: BRI)
8:23 - Hipages Group Holdings Ltd (ASX: HPG)
17:57 - Johns Lyng Group Ltd (ASX: JLG)
18:28 - Buffett and Inflation
19:28 - Capex shortage
22:12 - Data#3 Limited (ASX: DTL)
25:02 - Construction Companies
27:38 - Distribution Companies - Dicker Data (ASX: DDR), Lindsay Australia Ltd (ASX: LAU), DGL Group (ASX: DGL)
28:53 - Incitec Pivot Ltd (ASX: IPL)
30:30 - The Role of Luck in Investing
125 episodes
#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing
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Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on May 23, 2024 22:02 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 364962701 series 3002617
Content provided by BabyGiants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BabyGiants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Andrew, Matt and Claude discuss housing supply and the risk of investing in construction companies, as well as talking about distribution companies (Dicker Data, Lindsay Australia, & DGL Group), Incitec Pivot, and the role of luck in investing.
Follow us on Twitter: @BabyGiantsPod
-----
0:50 - Good News
3:35 - NVIDIA Corporation (NASDAQ: NVDA)
7:20 - Housing Market/Building Approvals
7:39 - Big River Industries Ltd (ASX: BRI)
8:23 - Hipages Group Holdings Ltd (ASX: HPG)
17:57 - Johns Lyng Group Ltd (ASX: JLG)
18:28 - Buffett and Inflation
19:28 - Capex shortage
22:12 - Data#3 Limited (ASX: DTL)
25:02 - Construction Companies
27:38 - Distribution Companies - Dicker Data (ASX: DDR), Lindsay Australia Ltd (ASX: LAU), DGL Group (ASX: DGL)
28:53 - Incitec Pivot Ltd (ASX: IPL)
30:30 - The Role of Luck in Investing
125 episodes
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Similar to Baby Giants Investing
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
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