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

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)