Avsnitt
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00:00 - How to set valuation when Angel Investing?
14:35 - What really happens in the Qantas lounge?
22:00 - Where are you stashing your emergency $1M?
Today's Sponsors:
Safety Nest: www.safetynest.com.au
Mighty: www.mightypartners.com.au/contrarians
Affix: www.affix.com.au/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys chat about the great Labubu craze, go head to head on whether Eucalyptus is a valuable business, discuss the Webjet takeover, deep dive into Australia’s richest people and chat about Google’s surprise investment in Warby Parker.
This week's Sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
00:00 - Intro
7:25 - Adam's Quiz: AFR's Rich List
35:42 - Labubu Craze
45:20 - Eucalyptus
1:05:02 - ATO News
1:18:40 - Warby Parker & Google
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Saknas det avsnitt?
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00:00 - How does ambition change over time?
12:00 - The guy's contrarian takes on AI
20:22 - St. Kilda FC's board
Today's sponsors:
Safetynest: www.safetynest.com.au
Mighty: www.mightypartners.com.au/contrarians
Affix: www.affix.com.au/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys are joined by Joe Aston to chat about Qantas, L1, James Hardie, and the growth of Rampart, Catapult’s incredible run continues while Adam encourages Adir to start looking for private jets, the RBA’s foolish decision to prematurely slash interest rates, why great customer service is so important and Adir’s McDonald’s mishap.
00:00 - Episode 100
02:25 - Catapult
12:15 - Adir's Question
20:23 - Great Customer Service
28.45 - Adir at McDonalds
32:45 - Interest Rates
42:50 - Joe Aston in Studio with Adam & Adir
This Week's Sponsor:
Netwealth: www.netwealth.com.au
Vanta: www.vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss the world’s most profitable travel businesses, DoorDash’s big week as it buys Deliveroo and Seven Rooms, HotDoc’s ambitious IPO plans and the guys speak exclusively to EatClub Founder Pan Koutlakis after his $18.7m raise
00:00 - Intro
15:40 - Grand Prix Headline
22:50 - Ubisoft, Massive and Gaming
34:34 - Most profitable travel businesses
40:00 - Customer service at LE
1:01:00 - Pan from EatClub
1:23:35 - HotDoc
Adir's Books:
The Dream Architects by David Polfeldt
This week's sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
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The guys discuss the rise and rise of Mecca, the incredible story of Teun van de Keuken and Tony’s Chocolonely, will Waymo win self driving, Pet Circle’s horror losses continue to mount, how Netflix brought back the doco and the guys argue about just how great Warren Buffett is.
00:00 - Mecca, Mother's Day and Loyalty Programs
21:50 - AI Chat
36:11 - Tony's Chocolonely
45:00 - Netflix and the Growth of Docos
47:17 - Pet Circle
58:40 - Warren Buffet's Retirement
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
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00:00 - How Adam & Adir manage their time
10:46 - DEI in business
21:02 - What industry would you focus on today?
Thanks to our sponsors:
Safety Nest: www.safetynest.com.au
Mighty: www.mightypartners.com.au/contrarians
Vanta: www.vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss the unfolding disasters at Apple, Atlassian’s share price crash as it gives away AI, Tesla gets squeezed and dive into the Liberal’s election calamity and Adir’s brand new much improved voting system
00:00 - Intro
07:30 - Australian Election Breakdown
49:00 - Adir's LinkedIn Survey Update
53:50 - Nintendo Update
55:15 - Brambles
57:15 - Warren Buffet
1:08:35 - Apple's Woes
1:16:57 - Atlassian
1:31:02 - Storage Industries
This week's sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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00:00 - Starting a board career
12:05 - Adam & Adir's personal business stories
22:10 - Policies from Adam & Adir's pretend political party
This week's sponsors:
Safety Nest: www.safetynest.com.au
DMG: www.digitalmindsgroup.com.au
Affix: www.affix.com.au/contrarians
Mighty Partners: www.mightypartners.com.au/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss why buying the dip isn’t always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the world’s largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the might of Mecca and Victoria’s latest policy embarrassment.
00:00 - Intro
13:00 - Free Campsites in Vic?
17:00 - Adam's Printer Nightmare
27.25 - Adore Beauty
32:25 - Would you pay extra to fly without kids?
35:07 - Airport Parking
39:20 - Yo-Chi
46:08 - Anzac Day Trading
57:37 - Lego Stores in Australia
59:45 - Should you buy the dip?
1:20:25 - James Hardie
1:28:55 - Coachella + BNPL
1:37:59 - Founder Empathy
This week's sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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00:00 - Intro
03:11 - ATO & IRS accepting crypto
13:11 - How to grow a start up to the next level
18:50 - What is something business related the guys have changed their minds about?
Safety Nest: www.safetynest.com.au
Mighty: www.mightypartners.com.au/contrarians
Affix: www.affix.com.au/contrarians
DMG: www.digitalmindsgroup.com.au
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The guys discuss why interest rates shouldn’t get cut, AMPs new mega Qantas points bank account, how Club Med reinvented itself, Adam claims victory over powerful investors as Cettire’s share price collapses, LVMH reign comes to an end and Adir’s bookstore heartbreak.
00:00 - Intro + LVMH
15:17 - Instagram Ads
20:50 - Bookstore Experiences
25:36 - Curb Your Enthusiasm Story
28:40 - Vaccines
32:36 - Temple & Webster
39:10 - Cettire
46:00 - Club Med & The Eighth Power
53:38 - LinkedIn Censorship?
57:34 - Skip the Line
1:05:25 - Qantas Points
1:21:10 - LE’s New Loyalty Program
1:28:00 - Interest Rates
This week's sponsors:
Netwealth: www.netwealth.com.au
Telstra: www.telstra.com.au/tbtc
Vanta: www.vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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Welcome to our first ever Contrarians Q&A!
3:21 - How to grow Australia's tech industry?
11:29 - What would you ask someone in the future?
16:50 - Australian businesses succeeding overseas?
Thanks to this week's sponsors:
Safety Nest: www.safetynest.com.au
DMG: www.digitalmindsgroup.com.au
Affix: www.affix.com.au/contrarians
Send us questions!
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss the unfolding disasters at StrongRoom, go deep into tariffs, look at the ultra luxury deal between Prada and Verdace, the ups and downs of Uber, will Nintendo’s Switch 2 fly or sink and Adir’s powerful meeting.
Segments:
00:00 - Intro
05:30 - Adir Meets Peter Dutton
19:45 - Nintendo Switch 2
25:40 - Australia's Social Media Ban
29:48 - Adam's Customer Service Woes (Qantas, Air India, Uber)
42:10 - Southeast Water
53:10 - Prada and Versace
57:10 - Fyre Festival Returns?
1:04:18 - Trump Tariffs
1:39:59 - StrongRoom
This week's Sponsors:
NetWealth: netwealth.com.au
Telstra: telstra.com.au/tbtc
Vanta: vanta.com/contrarians
DMG: digitalmindsgroup.com.au
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys head to Sydney for their sold out live show and discuss the Domain sale and impact on REA, who needs public share markets when you have private ones, the world's largest clothing businesses and the guys answer questions from the live audience
00:00 - Intro
15:00 - Top 10 World's Largest Clothing Companies
27:40 - Public Private Markets
38:00 - Co-Star / Domain
1:05:54 - Drone Deliveries
1:13:30 - Q&A
NetWealth: netwealth.com.au
DMG: digitalmindsgroup.com.au
Vanta: vanta.com/contrarians
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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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!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys discuss Tesla’s Woes and Rise and Rise of BYD, Elon Saves the Day with SpaceX, a look under the hood at Premier Investments, Xero CEO’s big payday and has exec remuneration jumped the shark and legendary Rich List editor, John Stensholt, exclusively joins the team to go behind the scenes at the List.
00:00 - Intro
13:12 - Cal.AI
24:58 - BYD
31:08 - Space X and NASA
39:57 - Xero
55:10 - Premier Investments
1:09:10 - John Stensholt and The List
Our Sponsors:
NetWealth: netwealth.com.au
Vanta: vanta.com/contrarians
DMG: digitalmindsgroup.com.au
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
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The guys chat about the world’s largest fast food chain you’ve never heard of, did Uber make a monumental mistake in selling off its self driving ambitions, the guys deep dive into the creation of Goldeneye (according to Adam, the world’s best ever computer game), Adir’s Click n Collect fiasco, what would you do with $81 trillion and Adam goes snap
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast
Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast
Follow us on Instagram: https://www.instagram.com/contrarianspod
Follow us on TikTok: https://www.tiktok.com/@contrarianspod
- Visa fler
