Retail Disaster, Firmus Goes to the Moon (Allegedly) and is Private Equity’s Golden Run Ending?
OCT 2, 202644 MIN
Description
Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits.
00:00 - Retail Gets Crushed
11:46 - Mass Group and Firmus
23:58 - Private Equity Runs Out Of Exits
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
/https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F3669e25c-bd75-11f1-838b-079ae99378fc%2Fimage%2F6bf349bc9d8986b34f99c9bff418a3c3.jpeg%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress)
/https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F7df95780-bdeb-11f1-b3b7-f714227cdc93%2Fimage%2F4d0caeb2fc76e1e46d5b027917a7c37b.png%3Fixlib%3Drails-4.3.1%26max-w%3D3000%26max-h%3D3000%26fit%3Dcrop%26auto%3Dformat%2Ccompress)