ABOUT THIS EPISODE

English
United States

TRANSCRIPT 🔗

SEARCH PAST EPISODES

Search past episodes of The Contrarians with Adam and Adir.

OTHER EPISODES IN THIS PODCAST

 Join us on Substack for articles, news and more: ⁠https://www.thecontrarianspod.com/⁠
Adam and Adir unpack the fallout from Australia’s credit-card surcharge changes, why retailers and consumers may both end up worse off, and whether the policy risks adding more inflationary pressure. Mike apologises for GTAVI misinformation, discussing Codan’s extraordinary growth and valuation, an…
Adam and Adir unpack the ugly founder and shareholder battle at Blackmagic Design, what it says about minority ownership and why a strong shareholders agreement matters. They then revisit Cettire after Dean Mintz buys another $2.7 million of shares and debate whether taking the company private cou…
Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation traject…
Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics,…
Disclaimer: The podcast and artwork embedded on this page are from The Contrarians, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.