Baby Giants Investing artwork

#83 - Retailers (Best & Less, City Chic, Cettire), Environmental Group, Small Cap Good News & Iress

Baby Giants Investing

English - June 22, 2023 21:00 - 53 minutes - 36.5 MB - ★★★★★ - 1 rating
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Previous Episode: #82 - Limeade Acquired, LGI, Tax Loss Selling (Envirosuite, Fiducian Group, & Advance Zinctek)
Next Episode: #84 - Collins Foods & Index Inclusions ft. McMillan Shakespeare, Hansen Technologies, & Codan

Andrew, Matt, and Claude cover various topics, including the retail landscape (Best & Less, City Chic, Universal Store, Cettire, and Temple & Webster). They also delve into recession risk and immigration, Environmental Group, small-cap good news (Vysarn, Austco Healthcare, and EDU Holdings), and discuss Iress.

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Subscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g

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1:39 - Good News
7:42 - Retail Environment - David Jones
8:35 - Best & Less Group Holdings (ASX: BST)
10:32 - Recession Risk and Immigration
16:18 - Retail: City Chic Collective (ASX: CCX), Universal Store Holdings (ASX: UNI)
18:32 - Immigration
21:16 - Cettire (ASX: CTT)
23:18 - Temple & Webster Group (ASX: TPW)
28:55 - Environmental Group (ASX: EGL)
36:18 - Small Cap Good News
36:36 - Small Cap Good News: Vysarn (ASX: VYS)
37:31 - Small Cap Good News: Austco Healthcare (ASX: AHC)
40:42 - Small Cap Good News: EDU Holdings (ASX: EDU)
43:15 - Iress (ASX: IRE)