#106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay

Baby Giants Investing

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)

Chapters

1. #106 - Economic Indicators, The Lipstick Effect, Vysarn, Diverger, Playside & Smartpay (00:00:00)

2. Good News (00:00:34)

3. Economic Indicators (00:04:52)

4. Retail (00:06:05)

5. Collins Foods (ASX: CKF) (00:11:39)

6. Domino's Pizza Enterprises (ASX: DMP) (00:13:11)

7. Lovisa Holdings (ASX: LOV) & The Lipstick Effect (00:13:22)

8. Step One Clothing (ASX:STP) (00:17:58)

9. Baby Bunting Group (ASX: BBN) (00:19:52)

10. Temu (00:20:33)

11. Altium (ASX: ALU) AGM (00:24:56)

12. Vysarn (ASX: VYS) (00:26:14)

13. Catapult Group International (ASX:CAT) (00:28:30)

14. Takeover Activity - Namoi Cotton (ASX: NAM), Adore Beauty (ASX: ABY), & Ensurance (ASX:ENA) (00:29:48)

15. Bargain territory? (00:31:39)

16. Diverger (ASX: DVR) (00:36:48)

17. Playside Studios (ASX: PLY) (00:38:33)

18. Smartpay Holdings (ASX: SMP) (00:42:43)

19. PWR Holdings (ASX:PWH) (00:50:01)