The guys chat about Microsoft launching its Canva Killer, Smiggle’s customer service woes, the fascinating collaboration between giant July and Oroton and Flippa’s superstar CEO Blake Hutchison discussed how Flippa’s marketplaces dominates the business of selling businesses. See omnystudio.com/listener for privacy information.
Adam and Adir discuss the ACCC's action against The Good Guys, Nike's Worst Day Ever and are CEO John Donohue's Days Numbered, is Sendle's Capital Raise the most Dilutive Ever, Craig Hutchison's massive win as Sports Entertainment Group sells the Wildcats and the latest chapter in Adir's Bookclub See omnystudio.com/listener for privacy information.
The guys chat about MGI and their brilliant CEO, the transformation at Delta Airlines, the mediocrity of BA and Adam’s tough Maldives trip See omnystudio.com/listener for privacy information.
The guys discuss the challenges facing polarising eCommerce stock Cettire, Adir deep dives into Adore Beauty's acquisition announcement, inflation continues to reap havoc and why the RBA was dead wrong to keep rates too low for too long, the best ways to book and find good travel deals and the remarkable Centreparc business. See omnystudio.com/listener for privacy information.
The guys discuss the huge Guzman y Gomez IPO, why a loyalty scheme is so important to business, Prezee’s mounting losses and world of gift cards, the amazing business that rose from the ashes of Bellabox and Adam encounters Hollywood royalty. Join The Contrarians Army group on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast/ See omnystudio.com/listener for privacy information....
The Contrarians in front of a live audience at Fortress Melbourne discuss Qantas’ acquisition of TripADeal and Ben Gray PE Genius, Adrian Giles incredible Hitwise exit and building Fortress and the guys look deep into The Reject Shop. See omnystudio.com/listener for privacy information.
The guys chat about Elon's potential $46b payday, Costello goes at Nine, streamers unite to stop churn and what's the best way to ask for a pay rise? See omnystudio.com/listener for privacy information.
The guys chat about Catapult hitting the US$100 million revenue milestone, go deep into the IPO prospects of Guzman y Gomez, fawn of Canva's cringey rap, discuss the struggles facing Salesforce and Adir gets into ice cream. 00:00 - Adir's 'Rollercoaster' Week 11:45 - Adir Watched Free-to-Air TV 18:15 - Catapult Sports 32:50 - Meta and Shopify 41:22 - Guzman y Gomez 1:08:08 - Live Ice Cream Tasting 1:11:45 - Canva Create Event 1:15-13 - Salesforce See omnystudio.com/listener for privacy informati...
The guys go deep into AI, does Warby Parker’s DTC model stack up, why founders shouldn’t obsess over their valuation, the death of Ivan Boesky the original Greed is Good Guy and when should you leave a corporate job for a startup? See omnystudio.com/listener for privacy information.
The guys go deep into why they think start-ups should give employees equity and the different ways to do it, Netflix's incredible run and the brilliance of Baby Reindeer, is K-Mart Australia's best ever retailer and Reece Witherspoon's incredible business success. See omnystudio.com/listener for privacy information.
The guys chat about the financial secrets of the publishing industry, the risks of owning Temple & Webster, the disaster gets smaller at Breakthrough Victoria and should Berkshire Hathaway sell its huge Apple stake? Tickets to our live show: https://www.eventbrite.com.au/e/the-contrarians-live-podcast-fortress-melbourne-tickets-898908107347?aff=oddtdtcreator See omnystudio.com/listener for privacy information.
The guys discuss the huge exits at Envato and Newbook the importance of picking your Golden Moment, the Bonza debacle, HIMs controversy and how college kids are cashing in on restaurant reservations See omnystudio.com/listener for privacy information.
The guys discuss the incredible growth of Bluey and how the ABC missed the chance to make billions, Tesla's profit woes and Elon asks for more money, Atlassian's Profit Comeback and share slump and the case for Fake Diamonds See omnystudio.com/listener for privacy information.
The guys discuss the rise and rise of Mr Beast, take a deeper look at Facebook's now legendary purchase of Instagram and guess which Hollywood Celeb snubbed Adir at a Superbowl Party? See omnystudio.com/listener for privacy information.
Adam and Adir chat about the big Qantas loyalty move, Tiger Global's new fund and have we hit peak VC, the dyanmics of the Scooter Rental market and the guys talk Recession and Inflation. Make sure you subscribe to our newsletter: www.contrarianspod.com See omnystudio.com/listener for privacy information.
The guys discuss the incredible rise and fall and comeback of Crocs - one of the world’s most fascinating business stories, Cettire shares get hit as questions continue to mount, should consumers have to pay more on public holidays and the inside word on Mike’s quiz show appearance Watch Mike's HARD QUIZ episode: https://iview.abc.net.au/show/hard-quiz/series/9/video/LE2231V009S00 See omnystudio.com/listener for privacy information....
Adam and Adir go deeper into the unfolding disaster at Victoria's Soviet Era Fund, discuss whether the Sam Bankman Fried 25 year sentence fair, talk about Trump's potential $5b windfall and the intriguing Canva acquisition See omnystudio.com/listener for privacy information.
The guys discuss Apple's lawsuit troubles, the implications of Uber's taxi settlement, the bizarre legal action against Hermes, the horrors of poker machines and Adir's A List Celeb encounters. See omnystudio.com/listener for privacy information.
Adam and Adir talk to John Stensholt, author of The List, go inside Hostplus and Employment Hero's Massive Fight, analyse the unfolding disaster at Victoria's controversial Breakthrough Fund and discuss Myer's new Executive Chairperson See omnystudio.com/listener for privacy information.
Adam and Adir snare the only interview with AFR newsbreaker Jonathan Shapiro about his Cettire article, discuss the $127,000 farewell for a university exec, propose changes to selling into buybacks, and reveal a bizarre HostPlus stoush with an Aussie unicorn. Plus Adir drops his latest books, literally. See omnystudio.com/listener for privacy information.
Adam and Adir discuss Meta standing up to the blackmailers, the incredible results at Life360 and Kogan, has Amazon Jumped the Shark, Apple’s Car Fail and should Founder’s be Selling Stock? See omnystudio.com/listener for privacy information.
The chat about one of the most incredible stories in Australian tech history - the $9 billion sale of Altium, the problems facing $100 billion giant AirBNB, Qantas new Chairman, Woolworth's former CEO and should Adir be spending $9 on a small juice? See omnystudio.com/listener for privacy information.
The guys chat about the incredible business success of Taylor Swift and why hard work pays, the rise and potential fall of Temple & Webster, Wesfarmers' Catch Disaster and Seek's Struggles. See omnystudio.com/listener for privacy information.
The guys deep dive into Nick Scali: one of Australia's best retail success stories, discuss whether MBAs are really worth it and question what happened to all the the colourful athletes? See omnystudio.com/listener for privacy information.
The guys chat with Steve Hui the King of Business Class loyalty rewards, how Myer quietly became an eCommerce goliath and why you never want to win the Lottery. Join The Contrarians Army: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast/ Watch Steve's segment on YouTube (and subscribe!): https://youtu.be/wWq-P4iRjh8 See omnystudio.com/listener for privacy information....
The guys chat about the Tesla's profitability challenges, deep dive into Rent the Runway and StitchFix and speak to special guest Gavin Appel about potential changes to Sophisticated Investor rules and the difficulties of being a VC investor Join The Contrarians Army: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast/ See omnystudio.com/listener for privacy information....
Adam and Adir looks at the economics of dating apps Match.com and Bumble, the impact of the growing industrial action impacting Australia's waterfront and the miracle of compounding growth. See omnystudio.com/listener for privacy information.
The guys discuss Adam's deep dive in Atlassian and debate whether it's one of the most over priced Australian businesses ever, the fascinating sneaker wars - Will Nike remain dominant? And the benefits and pitfalls of strategic partnerships. See omnystudio.com/listener for privacy information.
Adam and Adir deep dive into the very profitable world of airline loyalty schemes, the economics of scooter and bike rental businesses and the guys make their 2024 predictions See omnystudio.com/listener for privacy information.
Adam and Adir chat about how Turo will kill rental cars, the economics of Adore Beauty and the world's best and worst customer experiences. Adam's Sale of the Century Appearance: https://www.youtube.com/watch?v=EwPWddglsj0 Join The Contrarians on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast/ See omnystudio.com/listener for privacy information....
