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Episodes

Dec. 2, 2024

Starlink, Bitcoin, The Pros and Cons of Crowd Funding, unicorn Deep D…

The guys go head-to-head on the benefits and costs of crowd funding, deep dive into the Class of ’21 including Canva, Culture Amp, Airwallex and ROKT, gold vs BTC and the wonders of Starlink Thanks for listening! Join us on …

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Nov. 25, 2024

Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback …

The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of ...

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Nov. 18, 2024

Quadlock, Chemist Warehouse, waiving HECS, Tech Sector Job Drought an…

The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tech sector job cut continues and why it's hard (and important) to hire the ri...

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Nov. 11, 2024

Joe Aston Joins The Contrarians, Australia's Most Promising Companies…

The guys chat to Joe Aston about The Chairman's Lounge, Adir looks back on Australia's most promising companies from 2003 and has the Melbourne Cup Carnival jumped the shark Thanks for listening! Join us on LinkedIn: https://...

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Nov. 4, 2024

Qantas Upgrades, US Election, Roblox Struggles, Temple & Webster and …

The guys discuss the fallout from Joe Aston’s Qantas expose, US election happenings, the turmoil at gaming platform Roblox, Temple & Webster’s huge valuation and Adir deep dives into the world of Nerds Gummy Clusters Thanks f...

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Oct. 28, 2024

Wisetech, how to get great Service, Universities and the guys speak t…

Adam and Adir chat to Ben Gilbert from Acquired about his incredible journey to become one of the world’s best podcasters, the rise and fall of Wisetech’s Richard White and problems at the Tech Council of Australia, are unive...

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Oct. 21, 2024

23AndMe Fallout, #Desperate to Work, is the LVMH era over, Waymo Domi…

The guys discuss the issues at 23AndMe and whether users data is safe, the growing wealth gap between the young and the old, LVMH’s China worries, the incredible growth of Waymo’s self-driving cars and how do you solve a prob...

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Oct. 14, 2024

Is Wisetech the most Overvalued Big Business in Australia, Canva Back…

The guys discuss why Wisetech is so richly valued by speculators, Canvas’s surprisingly price hike retreat, GPs behaving badly, who are the world’s biggest social media platforms and when should you set up a business? Thanks ...

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Oct. 7, 2024

Qatar Virgin Magic, OpenAI Goes All In, Netflix Dominates, SPC goes O…

The guys chat about Qatar’s Virgin Masterclass, OpenAI goes from curing humanity to maximising profit, Netflix’s competitive advantage, SPC and Original Juice’s original deal, AirBNB’s new old competitor and Croc’s newest squ...

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Sept. 30, 2024

RedBubble Disaster, Hipages’ Quiet Achieving, Self-Driving’s Big Impa…

The guys discuss an activist investor coming for the RedBubble/Articore disaster, is Hipages the quiet achiever of the ASX, the huge impacts of self-driving, Cygnett’s product genius, FIFA’s price drop and Gandel’s genius Cha...

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Sept. 23, 2024

WFH Death Throes, Which Jobs Make the Most Money, Myer and the Retail…

The guys discuss Amazon’s move to bring staff back five days a week, which professions make the most money and why, Myer’s big moves and is big retail dead, the BuildABear and Squishmellow litigation and why are so many great...

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Sept. 16, 2024

Catapult Dominates, Nine Cleans House, More OnlyFans , Nintendo’s Bri…

Adam and Adir discuss the Catapult's magnificent run, Nine CEO Gone, the incredible profitability of OnlyFans and Craigslist, Adir dives deep into Nintendo's history and future following plus the guys get the lowdown on Linke...

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Sept. 9, 2024

Founder Mode, OnlyFans Extreme Profits, Step One Delivers, Waymo and …

The incredible OnlyFans profit machine, the Founder Mode debate, the guys discuss autonomous driving how could be the most impactful technology in two decades, how Step One built one of the highest margin businesses in the wo...

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Sept. 2, 2024

Guzman y Gomez's Dominates, Accent Struggles, Barnes & Noble’s Fall, …

Adam and Adir live from Carsales HQ discuss the rise and rise of Guzman y Gomez, Amazon's destruction of Barnes and Noble, chat to the incredible CarSales CEO Cameron McIntyre and answer listener questions Thanks for listenin...

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Aug. 26, 2024

Breville’s $5b Bonanza, Seek Struggles Without Visionary Founders whi…

The guys dissect the incredible rise and rise of Breville, dig deep into Seek’s woes after the departure of their brilliant founders and the remarkable business modal of Realestate.com, the bizarre Crimson Education business ...

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Aug. 19, 2024

JB Hi Fi and Temple Soar, Scooters Banned, the guys speak to the supe…

Adam and Adir chat to the incredible Matteo Franceschetti founder of 8Sleep who is saving sleep and marriages. The guy also discuss the strange share market reaction to JB HiFi and Temple & Webster’s earnings, Scooters gettin...

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Aug. 12, 2024

The World’s Best Negiatator joins The Contrarians, Google a Monopolis…

Adam and Adir are joined LIVE by the world’s best negotiation expert and Nobel Prize collaborator, Vicki Medvec. Plus, Google has been found to have engaged in illegal practises to maintain its search engine monopoly and the ...

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Aug. 5, 2024

Canva’s Bets Big on AI, Rex Crash Lands, Atlassian Slumps, the Busine…

Adam & Adir chat about Canva’s huge bet on Leonardo.ai, the unsurprising collapse of Rex, Atlassian’s share price slump and how it can recover and the much anticipated latest edition of Adir’s Book Club Thanks for listening! ...

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July 29, 2024

Essilor Luxottica's Glorious Monopoly, Stensholt Live From Paris, Dre…

Adam & Adir discuss how Essilor Luxottica built the world’s best monopoly, Inflation in Sports Star Salaries, chat to Rich List Star Correspondent John Stensholt and the incredible power of Apple and Google

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July 22, 2024

Microsoft Takes on Canva, July and Oroton’s colab and is Flippa the W…

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 marketpl...

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July 15, 2024

Have the Good Guys Gone Bad, Nike Gets Hammered, Hutchie Beats the Do…

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 Entertai...

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July 8, 2024

The best Australian CEO you’ve never heard of, British Airways, Delta…

The guys chat about MGI and their brilliant CEO, the transformation at Delta Airlines, the mediocrity of BA and Adam’s tough Maldives trip

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July 1, 2024

Cettire's Woes, Adore Beauty gets Acquisitive, Adir gets it right on …

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 f...

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June 24, 2024

Guzman Pops, The Importance of Loyalty, Adam’s Celeb Encounter, Preze…

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 H...

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