Episodes
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The guys discuss the worldâs best Bahn Mi and can restaurants have process power, Adirâs Five Star Encounter, Door Dash gets smart, analysing Catapultâs recent acquisition, Adirâs anger at Amazon Primeâs ads, Adairâs deep dive and Adirâs sporting injury cripples the man of steel.
Todays' Sponsors:
Netwealth: â www.netwealth.com.auâ /contrarians
Vanta: â www.vanta.com/contrariansâ
00:00 - Intro: Adir's Injured
09:30 - Adir's Quiz: Highest Annual Revenue Per Employee
24:00 - Best Banh Mi?
32:39 - Adam's Quiz: Most Searches per Platform per Day
37:34 - Vow Meat
43:06 - Door Dash
48:35 - Prime Video Woes
57.32 - Catapult's Acquisition
1:19:03 - Adair's Trading Update
Adir's Movie Recommendation:
The Man Who Definitely Didn't Steal Hollywood (Directed by John Dower)
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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Missing episodes?
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The guys discuss the winners from the Virgin IPO, questions being raised about crytop Unicorn Immutable, YouTube gets too rich for Adir, Israel's intelligence win in Iran and Cettire's Collapse.
This week's sponsors:
Netwealth: â www.netwealth.com.auâ /contrarians
Vanta: â www.vanta.com/contrariansâ
Telstra: â www.telstra.com.au/tbtcâ
00:00 - Intro
3:55 - Investing in Defence?
11:50 - Chick-Fil-A
18:30 - Adam's Great Glasses Experience
21:30 - YouTube Premium Price Hike
30:50 - Another Apple Blunder?
40:10 - Concert Etiquette
44:50 - Virgin IPO
1:11:50 - Cettire
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 abouts David Jonesâ partnership with loyalty giant, Qantas, Koala withdraws its IPO, Meccaâs belated 2023 results disappoint boys, JB Hi Fiâs incredible legacy of success, Get Swift Founder goes Viral, Appleâs continuing troubleâs and Mikeâs hot off the press review of Nintendoâs Switch 2.
Today's Sponsors:
Netwealth: â www.netwealth.com.auâ /contrarians
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
00:00 - Adir's in Tel Aviv again.
06:04 - Adam's Apple Woes
18:30 - Mike's Switch 2 Review
24:30 - Property Prices High Again
25:30 - Country Road
28:06 - Get Swift
33:54 - Koala
35:20 - David Jones & Qantas
41:50 - Brett Blundy and Leays
46:10 - Mecca 2023 Financials
1:00:48 - JB Hi-FI
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 - 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: â www.safetynest.com.auâ
Mighty: â www.mightypartners.com.au/contrariansâ
Affix: â www.affix.com.au/contrariansâ
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 Australiaâs richest people and chat about Googleâs surprise investment in Warby Parker.
This week's Sponsors:
Netwealth: â www.netwealth.com.auâ /contrariansâ
Telstra: â www.telstra.com.au/tbtcâ
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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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: â www.mightypartners.com.au/contrariansâ
Affix: â www.affix.com.au/contrariansâ
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, Catapultâs incredible run continues while Adam encourages Adir to start looking for private jets, the RBAâs foolish decision to prematurely slash interest rates, why great customer service is so important and Adirâs McDonaldâs 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: â www.netwealth.com.auâ /contrariansâ
Vanta: â www.vanta.com/contrariansâ
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 worldâs most profitable travel businesses, DoorDashâs big week as it buys Deliveroo and Seven Rooms, HotDocâs 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: â www.netwealth.com.auâ /contrariansâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
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The guys discuss the rise and rise of Mecca, the incredible story of Teun van de Keuken and Tonyâs Chocolonely, will Waymo win self driving, Pet Circleâs 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: â www.safetynest.com.auâ
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, Atlassianâs share price crash as it gives away AI, Tesla gets squeezed and dive into the Liberalâs election calamity and Adirâs 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: â www.netwealth.com.auâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
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: â â www.safetynest.com.auâ â
DMG: â â www.digitalmindsgroup.com.auâ â
Affix: â â www.affix.com.au/contrariansâ â
Mighty Partners: â 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 isnât always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the worldâs largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adoreâs retail stores struggle against the might of Mecca and Victoriaâs 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: â www.netwealth.com.auâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
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: â www.safetynest.com.auâ
Mighty: www.mightypartners.com.au/contrarians
Affix: â www.affix.com.au/contrariansâ
DMG: â www.digitalmindsgroup.com.auâ
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The guys discuss why interest rates shouldnât get cut, AMPs new mega Qantas points bank account, how Club Med reinvented itself, Adam claims victory over powerful investors as Cettireâs share price collapses, LVMH reign comes to an end and Adirâs 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 - LEâs New Loyalty Program
1:28:00 - Interest Rates
This week's sponsors:
Netwealth: â www.netwealth.com.auâ
Telstra: â www.telstra.com.au/tbtcâ
Vanta: â www.vanta.com/contrariansâ
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: â â www.safetynest.com.auâ â
DMG: â www.digitalmindsgroup.com.auâ
Affix: â â www.affix.com.au/contrariansâ â
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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