Retail Stocks Ask: Where's the Inflation?
Manage episode 385564696 series 3479196
In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss:
- RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’
- But are ASX retail stocks saying something different?
- What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest?
- What is going on with Origin Energy?
- High cost of capital is forcing investors to get serious about valuations
- Now is a good opportunity for investors who can ‘do their homework’
- ‘Investing is not about what you believe but what you believe that’s different to what the market believes’
- AI is not a substitute for great, creative investment research
- Nvidia’s massive beat impressive, but largely priced in
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