Baby Giants Investing

#102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)

November 03, 2023 BabyGiants Episode 102
Baby Giants Investing
#102 - 8Common, Integrated Research, Spooky Stock Scenarios, Retailers (Adore Beauty, Adairs, Kogan)
Show Notes Chapter Markers

If the market isn't scary enough, Andrew, Matt, and Claude in this Halloween special chat some spooky stock situations. As well as discussing 8Common, director loans, founder-led companies, Alcidion, Integrated Research and Iress, and retail businesses including Adore Beauty, Adairs, JB Hi-Fi, Nick Scali and Kogan.

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0:53 - Good News
1:44 - 8Common (ASX: 8CO)
5:24 - Director Loans
7:26 - Founder-led companies
14:49 - Pointerra (ASX: 3DP)
16:17 - Alcidion Group (ASX: ALC)
16:58 - Integrated Research (ASX: IRI) & Iress (ASX: IRE)
21:25 - Spooky stock situations
28:27 - Yellow Brick Road Holdings (ASX: YBR)
31:56 - Vmoto (ASX: VMT) & Rectifier Technologies (ASX: RFT)
33:11 - Adore Beauty Group (ASX: ABY)
37:17 - Retailers
39:35 - Adairs (ASX: ADH)
40:32 - JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK)
43:53 - Amazon & Kogan.com (ASX: KGN)

Good News
8Common (ASX: 8CO)
Director Loans
Founder-led companies
Pointerra (ASX: 3DP)
Alcidion Group (ASX: ALC)
Integrated Research (ASX: IRI) & Iress (ASX: IRE)
Spooky stock situations
Yellow Brick Road Holdings (ASX: YBR)
Vmoto (ASX: VMT) & Rectifier Technologies (ASX: RFT)
Adore Beauty Group (ASX: ABY)
Retailers
Adairs (ASX: ADH)
JB Hi-Fi (ASX: JBH) & Nick Scali (ASX: NCK)
Amazon & Kogan.com (ASX: KGN)