The Contrarians with Adam and Adir

SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.
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Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like.
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00:00 - Will Hayward joins The Contrarians
21:40 - Brian Cox's Business
30:00 - LE Live
38:00 - Lime Bikes
42:22 - More Budget News
1:14:00 - Guzman y Gomez
1:28:26 - EY's Parental Leave Updates
Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians
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Happy Saturday! We’re back with another batch of listener questions.
This week you asked:
🌏 With Adam and Adir increasingly frustrated about life in Australia, have they ever seriously considered leaving for somewhere like Singapore or the UAE?
🏠 As a late-30s renter in Sydney with a young family, how should the recent budget shape thinking about the future?
💰 With CGT changes increasing the rate of capital gains tax on Australian residents, why are non-residents still exempt from CGT on certain assets?
Got something you want Adam and Adir to tackle next? Drop it in the comments!
Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians
See omnystudio.com/listener for privacy information.

The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO
00:00 - Budget Chat
48:39 - Temple & Webster
54:40 - Xero CEO
1:00:02 - Atlassian
1:03:40 - Deep Dive: Lime Bikes
Thanks for listening!
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Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians
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Happy Saturday! We’re back with another Q&A episode of the show.
This week you asked:
💸 With China rolling out a programmable digital currency, could this become a serious fiscal policy tool in Australia too?
🏷️ What’s the best pathway for selling a small, profitable VC-backed business that’s no longer growing fast enough?
🛒 How much does store layout really affect retail spending?
Got a question you want answered? Drop it in the comments!
See omnystudio.com/listener for privacy information.