March 31, 2025

Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines, Koala’s Ambitious IPO, Wisetech, Hotels Behaving Badly and Dan Andrews Shunned

Reject Shop Glory, MisRes Doldrums, Warby Parker, South West Airlines, Koala’s Ambitious IPO, Wisetech, Hotels Behaving Badly and Dan Andrews Shunned

The guys discuss the managerial magic at Reject Shop, MisRes struggles, Warby Park v Luxxotica v Specsavers, South West Airlines Fee Bonanza, will Koala float or sink, Adir’s Hotel Issues and the Rise and Fall of Dan Andrews.


00:00 - Intro and Hotels

22:44 - Daniel Andrews Shunned?

27:40 - The Business of Hair

33:25 - What are Chinese graduate students studying?

37:42 - The Reject Shop's Win

53:35 - Koala + The Mattress Industry

1:09:08 - MinRes

1:29:45 - Warby Parker

1:45:52 - Specsavers


Thanks to this week's sponsors:

NetWealth: ⁠netwealth.com.au

Vanta: ⁠vanta.com/contrarians

DMG: ⁠digitalmindsgroup.com.au


Thanks for listening!


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