#80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing

Baby Giants Investing

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.
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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

챕터

1. #80 - NVIDIA, Housing shortage & construction (Johns Lyng, Hipages), Dicker Data & Luck in Investing (00:00:00)

2. Good News (00:00:50)

3. NVIDIA Corporation (NASDAQ: NVDA) (00:03:35)

4. Housing Market/Building Approvals (00:07:20)

5. Big River Industries Ltd (ASX: BRI) (00:07:39)

6. Hipages Group Holdings Ltd (ASX: HPG) (00:08:23)

7. Johns Lyng Group Ltd (ASX: JLG) (00:17:57)

8. Buffett and Inflation (00:18:28)

9. Capex shortage (00:19:28)

10. Data#3 Limited (ASX: DTL) (00:22:12)

11. Construction Companies (00:25:02)

12. Distribution Companies - Dicker Data (ASX: DDR), Lindsay Australia Ltd (ASX: LAU), DGL Group (ASX: DGL) (00:27:38)

13. Incitec Pivot Ltd (ASX: IPL) (00:28:53)

14. The Role of Luck in Investing (00:30:30)