#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

Baby Giants Investing

BabyGiants에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BabyGiants 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

7M ago 53:24

MP3•에피소드 홈

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
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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
38:43 - Non-consensus and right
42:25 - Forensic linguistics
44:29 - Generalist investing
50:44 - Gratitude

챕터

1. #117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing (00:00:00)

2. Good News (00:01:08)

3. Macro - inflation & deficits (00:07:32)

4. ImExHS (ASX: IME) (00:10:18)

5. Companies accommodating to analysts and the market (00:16:36)

6. RPMGlobal Holdings (ASX: RUL) (00:19:14)

7. DCFs (00:30:57)

8. Management, business reality and guidance (00:35:00)

9. Norwegian sovereign wealth fund interview (00:38:33)

10. Non-consensus and right (00:38:43)

11. Forensic linguistics (00:42:25)

12. Generalist investing (00:44:29)

13. Gratitude (00:50:44)

128 에피소드

#Trading #Entrepreneur #Business #BabyGiants

#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

Baby Giants Investing

31 subscribers

published 7M ago

MP3•에피소드 홈