#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay
Baby Giants Investing
English - November 30, 2023 20:00 - 52 minutes - 36.1 MB - ★★★★★ - 1 ratingInvesting Business Entrepreneurship Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Andrew, Matt, and Claude chat economic indicators, retail and the lipstick effect (Lovisa, Step One, Baby Bunting), Altium's AGM, Vysarn, takeover activity (Namoi Cotton, Adore Beauty, & Ensurance). As well as Diverger, and the latest results from Playside and Smartpay.
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0:34 - Good News
4:52 - Economic Indicators
6:05 - Retail
11:39 - Collins Foods (ASX: CKF)
13:11 - Domino's Pizza Enterprises (ASX: DMP)
13:22 - Lovisa Holdings (ASX: LOV) & The Lipstick Effect
17:58 - Step One Clothing (ASX:STP)
19:52 - Baby Bunting Group (ASX: BBN)
20:33 - Temu
24:56 - Altium (ASX: ALU) AGM
26:14 - Vysarn (ASX: VYS)
28:30 - Catapult Group International (ASX:CAT)
29:48 - Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA)
31:39 - Bargain territory?
36:48 - Diverger (ASX: DVR)
38:33 - Playside Studios (ASX: PLY)
42:43 - Smartpay Holdings (ASX: SMP)
50:01 - PWR Holdings (ASX:PWH)