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Episodes

May 13, 2024

The Economics of Book Writing, Temple Tumbles, Adir Breaks the Breakt…

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?

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May 6, 2024

Bonza collapses, Envato Founders Heroic Exit, HIMs, Newbook and Big B…

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

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April 29, 2024

Bluey's Billions, Tesla's Tough Times, Atlassian Gets Profitable and …

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

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April 22, 2024

Mr Beast a Billionaire? Facebook's Insta Purchase Just Keeps Getting …

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?

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April 15, 2024

Qantas' Huge Move, the Shriking Tiger Global, are we in a Recession a…

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 …

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April 8, 2024

Crocs Make a Comeback, Cettire Gets Hit, Public Holiday Surcharges an…

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 ho...

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April 1, 2024

Breakthrough Fund Disaster, SBF Put Away, Trump's Pay Day and Canva g…

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

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March 25, 2024

Apple Under Fire, Uber Settles, Suing for Birken, the Ills of Pokies …

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.

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March 18, 2024

Behind the Scenes of the Rich List, Employment Hero Fight Gets Ugly, …

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 C...

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March 12, 2024

Inside the Cettire slump, a $120k University dinner, ASX buyback chan…

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 HostP...

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March 4, 2024

Meta Pulls Out, Life360 and Kogan Thrill, AppleFail, #DeleteAmazon an…

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?

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Feb. 26, 2024

The Incredible rise of Altium, is AirBNB headed for a fall, Woolworth…

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 spend...

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Feb. 19, 2024

What Founders Can Learn from Taylor Swift, Results Season: Temple & W…

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.

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Feb. 12, 2024

Why Margin is King in Retail, are MBAs Worth It, the Secrets of Good …

The guys deep dive into Nick Scali, one of Australia's best retail success stories, look into MBAs are they really worth it and what happened to the colourful athletes?

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Feb. 5, 2024

Inside the Secrets of Airline Loyalty, Myer's Remarkable Recovery and…

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-...

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Jan. 29, 2024

Tesla's Struggles, New Fashion Models go Bad, Tough times for Sophist…

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 bei...

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Jan. 25, 2024

Deep Dive into Dating Apps, Labor Strife hits the Docks and the Joy o…

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.

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Jan. 22, 2024

Atlassian, Nike and the New Sneaker Wars and the benefits and downsid…

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 strateg...

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Jan. 8, 2024

The economics of Scooters, Airline Loyalty Schemes and our 2024 Predi…

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

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Jan. 1, 2024

The End of Rentals Cars, Adore Beauty Takeover and the Best and Worst…

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 Jo...

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Dec. 25, 2023

Zoe Foster-Blake's Triumph, Luxury Slumps and Why Small Businesses Sh…

Adam and Adir discuss the incredible sale and re-purchase of Go-To Cosmetics by Zoe Foster-Blake, the surprising downturn in the luxury segment and why Small Businesses should stay open

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Dec. 18, 2023

Is Work from Home A Goner, Will Chemist Warehouse Finally Get Listed …

Adam and Adir discuss why investors are breaking up with dating apps, the prospects of an ASX-listed Chemist Warehouse and are we reaching the beginning of end of WFH?

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Dec. 11, 2023

Is Afterpay Worthless?, Dodgy Review Websites and Nick Bolton Wins Ag…

Adam and Adir talk about dubious review websites and how affiliate marketing works, the rise and fall of Afterpay and Nick Bolton beats the establishment again.

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Dec. 4, 2023

Is Cettire for Real? Charlie Munger Dies and Special Guest Star, Rusl…

The guys are joined by guest host Ruslan Kogan and discuss whether Cettire is too good to be true and the death of investing genius, Charlie Munger.

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