#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches

Baby Giants Investing

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1y ago 56:16

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Andrew, Matt and Claude chat self-driving taxis, Druckenmiller's latest speeches, inflation, the US debt ceiling, and the small-cap telco sector with Superloop, Aussie Broadband, and Symbio Holdings.
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0:41 - Good News
7:20 - Self-driving taxis
13:14 - Druckenmiller
29:15 - Positioning for the economic environment
32:11 - Woolworths Group Ltd (ASX: WOW)
34:54 - Inflation
38:38 - Telco sector
39:56 - Superloop Ltd (ASX: SLC)
42:50 - Aussie Broadband Ltd (ASX: ABB)
48:55 - Symbio Holdings Ltd (ASX: SYM)
52:06 - US debt ceiling

Chapters

1. #78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches (00:00:00)

2. Good News (00:00:41)

3. Self-driving taxis (00:07:20)

4. Druckenmiller (00:13:14)

5. Positioning for the economic environment (00:29:15)

6. Woolworths Group Ltd (ASX: WOW) (00:32:11)

7. Inflation (00:34:54)

8. Telco sector (00:38:38)

9. Superloop Ltd (ASX: SLC) (00:39:56)

10. Aussie Broadband Ltd (ASX: ABB) (00:42:50)

11. Symbio Holdings Ltd (ASX: SYM) (00:48:55)

12. US debt ceiling (00:52:06)

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#78 - Small Cap Telcos (Superloop, Aussie Broadband, Symbio) & Druckenmiller's Speeches

Baby Giants Investing

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published 1y ago

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