#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey Norman Artwork

Baby Giants Investing

Join us as we chat about the wild, weird, and whacky of small cap investing, all while searching for those precious few fast-growing businesses that have a shot of becoming industry giants. (Intro music by Skilsel)

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Baby Giants Investing

#68 - Company Pivots, Expansion Plans and Cyclicals - SRG Global, Tinybeans, Harvey Norman

March 10, 2023 • BabyGiants

Andrew, Matt and Claude chat Tinybeans, company pivots, good vs bad expansion plans, Harvey Norman and sum of the parts theses, and SRG Global and thinking about cyclicals.

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0:52 - Good News

12:48 - Tinybeans Group (ASX: TNY)

21:56 - Company Pivots - Hills (ASX: HIL)

25:11 - Good vs Bad expansion plans

30:45 - Reverse Corp (ASX: REF) - Delisted

33:53 - Sum of the parts theses

34:37 - Harvey Norman Holdings (ASX: HVN)

37:12 - Cyclicals and SRG Global (ASX: SRG)