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

Australia’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. 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. 00:00 Australian Retail Stocks Are Getting Smashed12:41 Kogan, Temple & Webster and Koala16:40 Cettire’s Collapse & The Art of Contrarian Investing Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/  Try BrazeSee omnystudio.com/listener for privacy information.