The Contrarians with Adam and Adir

← The Contrarians with Adam and Adir4 sep · 35 min

Retail Deep Dive: Kogan shows the money and Cettire close to the edge

Retail Deep Dive: Kogan shows the money and Cettire close to the edge4 sep35 min

<p>Australia&rsquo;s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.</p> <p>Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.</p> <p>00:00 Australian Retail Stocks Are Getting Smashed<br data-start="50" data-end="53">12:41 Kogan, Temple &amp; Webster and Koala<br data-start="92" data-end="95">16:40 Cettire&rsquo;s Collapse &amp; The Art of Contrarian Investing</p> <p>Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>&nbsp;</p> <p><a href="https://www.braze.com/get-started/?utm_campaign=fy27-q3-apac-paid-field-the-contrarians-podcast&amp;utm_medium=podcast&amp;utm_source=the-contrarians&amp;utm_content=host-read-ad">Try Braze</a></p>