Business:Investing
#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey Norman
2023-03-09
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Andrew, Matt and Claude chat Tinybeans, company pivots, good vs bad expansion plans, Harvey Norman and sum of the parts theses, and SRG Global and thinking about cyclicals.
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0:52 - Good News
12:48 - Tinybeans Group (ASX: TNY)
21:56 - Company Pivots - Hills (ASX: HIL)
25:11 - Good vs Bad expansion plans
30:45 - Reverse Corp (ASX: REF) - Delisted
33:53 - Sum of the parts theses
34:37 - Harvey Norman Holdings (ASX: HVN)
37:12 - Cyclicals and SRG Global (ASX: SRG)
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