The Contrarians with Adam and Adir Archiv
251 Episoden
1 Stunde 20 Minuten
Adam and Adir unpack the fallout from Melbourne Marathon weekend, the surprising decline in alcohol consumption and the latest consequences of Australia’s surcharge changes, before John Stensholt joins the show to break down the spectacular collapse of Firmus’ planned ASX float. They dig into what went wrong with the $44 billion IPO, what it means for Oliver Curtis and MAAS Group, and where the data-centre story goes from here, before turning to Katrina Leslie’s remarkable Swipejobs story and its potential multi-billion-dollar listing. 01:34 - Melbourne Marathon Chaos 12:48 - Retail, Furniture and Property 15:40 - Is Australia Giving Up Alcohol? 19:52 - The Surcharge Ban and The ATO Backflip 25:40 - Australia’s Public Sector Productivity Problem 34:03 - John Stensholt On The Firmus IPO Collapse 59:30 - MAAS Group’s Firmus Fallout 1:05:24 - Swipejobs’ $2bn IPO Story Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
43 Minuten
Adam and Adir unpack the ugly founder and shareholder battle at Blackmagic Design, what it says about minority ownership and why a strong shareholders agreement matters. They then revisit Cettire after Dean Mintz buys another $2.7 million of shares and debate whether taking the company private could make sense, before turning to Bending Spoons’ acquisition of Miro and whether its highly leveraged “cigar butt” strategy can really create lasting value. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
29 Minuten
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
1 Stunde 32 Minuten
Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, and dig into Joby Aviation, autonomous aircraft and the future of flying taxis. 00:00 - Queenstown, Tourism and GTA 6 20:45 - Credit Card Surcharges and Retail 54:02 - Iran, Energy and Geopolitics 1:04:21 - Australia’s Biggest Tech Businesses 1:09:35 - Codan’s Incredible Run 1:17:43 - Joby, Flying Taxis and The Future Of Flight Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
45 Minuten
Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits. 00:00 - Retail Gets Crushed 11:46 - Mass Group and Firmus 23:58 - Private Equity Runs Out Of Exits Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
1 Stunde 30 Minuten
Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree, Eucalyptus and the AFR. 00:00 - Intro and The Grand Final Public Holiday 05:15 - Coles, Finish and Dishwasher Tablet Pricing 12:28 - The Cost Of Eating Around The World 20:10 - Is AI Actually Creating Economic Value? 41:33 - Uber and The Fair Work Commission 51:20 - The Lottery Corporation Deep Dive 1:20:39 - AirTree, Eucalyptus and The AFR Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
