Episode 2 of the new ASX small cap podcast called Baby Giants has just been released. Maven Funds Founder Matt Joass, Maven Funds Analyst Kevin Fung, Strawman.com Founder Andrew Page and A Rich Life Managing Editor Claude Walker discuss the merits and drawbacks of Infomedia (ASX:IFM), MSL Solutions (ASX:MSL), with a little cameo from Rectifier Technologies (ASX:RFT) which popped 40% on the government’s recent electric car announcement.
I had a blast chatting with these guys who are some of the smartest investors I know. As always, I came away from the discussion knowing more, and thinking more deeply. I hope you will too.
You can find all the baby giants podcast episodes here or listen to episode 2 via the player below.
Please remember that this post contains only incomplete personal reflections about stocks by certain invetors. I do not own shares in Infomedia or Rectifier, but I do own shares in MSL Solutions. This article should not form the basis of an investment decision. It is an investment diary valuable only for the cognitive process it demonstrates. We do not provide financial advice, and any commentary is general in nature. Please read our disclaimer.