The Contrarians with Adam and Adir
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Firmus’ IPO Fallout with Guest John Stensholt, Maas Smashed, Swipejobs’ $2bn IPO and Melbourne Marathon Chaos

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Firmus’ IPO Fallout with Guest John Stensholt, Maas Smashed, Swipejobs’ $2bn IPO and Melbourne Marathon Chaos

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/

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