The Contrarians with Adam and Adir

Adam and Adir discuss luxury hotel inflation, Instagram status games, SpaceX’s valuation drop, Starlink’s powers, Tesla vs BYD, Australia’s best-selling cars, Atlassian’s Loom problem, Mike Cannon-Brookes and Adam’s safari life.
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Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations.
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00:00 - Adam’s Safari Experience
11:08 - England vs Argentina and Why Playing Defence Kills Winners
15:35 - 99c Kindle Funnel
22:14 - Uber One vs Lux Plus
31:20 - Collective Noun Quiz
36:17 - Marxism & Capitalism
55:10 - Xero’s CEO Share Sale
1:15:38 - SEN & ARN
1:26:04 - 4DMedical
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Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards.
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Adam and Adir discuss EasyJet and the economics of discount airlines, Telstra’s outage, Twinkies, protein mania, gambling, Norway’s sporting machine, work from home obesity, Nvidia and Fermi’s AI bubble, Bitcoin, TEG, Ticketek and Live Nation.

Watch the Luton Airport Prank Video:
https://www.youtube.com/watch?v=Ya_LluCl16k
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See omnystudio.com/listener for privacy information.
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Happy Saturday! We’re answering another batch of your questions this week.
This week you asked:
🧠 How should someone with a strong career but average academic results explain ADHD and employability concerns to a potential employer?
🤝 Should Australia adopt broader employee ownership models to help workers build wealth and support retiring SME owners?
🇦🇺 What is Australia’s greatest invention in terms of global impact or global good?
Have something you want Adam and Adir to answer next? Drop it in the comments!

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.