Why it’s not Always Smart to Buy the Dip, James Hardie Disgrace, the Business of Coachella, is Empathy Important, the YoChi Miracle, Adore Beauty Struggles and Victoria’s Soviet Style Campsites
The guys discuss why buying the dip isn’t always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the world’s largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the might of Mecca and Victoria’s latest policy embarrassment.
00:00 - Intro
13:00 - Free Campsites in Vic?
17:00 - Adam's Printer Nightmare
27.25 - Adore Beauty
32:25 - Would you pay extra to fly without kids?
35:07 - Airport Parking
39:20 - Yo-Chi
46:08 - Anzac Day Trading
57:37 - Lego Stores in Australia
59:45 - Should you buy the dip?
1:20:25 - James Hardie
1:28:55 - Coachella + BNPL
1:37:59 - Founder Empathy
This week's sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
Thanks for listening!
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