Virgin IPO, Immutable Questions, YouTube Goes Too Premium, Adir's US Adventures, Israel's Masterstroke and Adam's Cettire Victory Lap
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: www.netwealth.com.au/contrariansVanta: www.vanta.com/contrariansTelstra: www.telstra.com.au/tbtc 00:00 - Intro3:55 - Investing in Defence?11:50 - Chick-Fil-A18:30 - Adam's Great Glasses Experience21:30 - YouTube Premium Price Hike30:50 - Another Apple Blunder?40:10 - Concert Etiquette44:50 - Virgin IPO1:11:50 - CettireThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspod
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1:29:26
Ask Us Anything: Business & politics + What have we changed our minds on?
David Jones and Qantas Hook Up, Koala Pulls IPO, Mecca, JB Hi Fi’s Golden Run, Get Swift’s Tale of Destruction, Apple’s Woes and Mike’s Switch 2 Review
The guys chat abouts David Jones’ partnership with loyalty giant, Qantas, Koala withdraws its IPO, Mecca’s belated 2023 results disappoint boys, JB Hi Fi’s incredible legacy of success, Get Swift Founder goes Viral, Apple’s continuing trouble’s and Mike’s hot off the press review of Nintendo’s Switch 2.Today's Sponsors:Netwealth: www.netwealth.com.au Telstra: www.telstra.com.au/tbtcVanta: www.vanta.com/contrarians 00:00 - Adir's in Tel Aviv again.06:04 - Adam's Apple Woes18:30 - Mike's Switch 2 Review24:30 - Property Prices High Again25:30 - Country Road28:06 - Get Swift33:54 - Koala35:20 - David Jones & Qantas41:50 - Brett Blundy and Leays46:10 - Mecca 2023 Financials1:00:48 - JB Hi-FIThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspod
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1:32:40
Ask Us Anything: What really happens in the Qantas lounge + Angel Investing Tips + Where to stash your emergency $1M!
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.auMighty: www.mightypartners.com.au/contrarians Affix: www.affix.com.au/contrariansThanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspod
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28:01
Labubu Mania, Webjet Takeover, Rich List Deep Dive, Eucalyptus Face Off, Waymo and Warby Parker
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/tbtcVanta: www.vanta.com/contrarians00:00 - Intro7:25 - Adam's Quiz: AFR's Rich List35:42 - Labubu Craze45:20 - Eucalyptus1:05:02 - ATO News1:18:40 - Warby Parker & Google
Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.
Australia