Episodes
Our First Live Show! TripaDeal Cashes In and the Magic of Ben Gray, w…
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 Rej...
Elon's Pay, Turmoil at Nine, Dodgy Taxis, Streamers Unite and How to …
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?
Catapult hits US $100m, Guzman IPO, Canva's Rap and Salesforce's Crash
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. 0...
Will the AI Bubble Burst, Warby Parker’s Struggles, Why Start-Up Valu…
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 …
Should Start-Ups Give Employees Equity, Netflix the last of the Water…
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 Wit...
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?
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
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
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?
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 …
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...
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
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.
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...
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...
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?
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...
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.
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?
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-...
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...
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.
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...
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