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The Contrarians with Adam and Adir için geçmiş bölümleri ara.

BU PODCAST'IN DİĞER BÖLÜMLERİ

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…
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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…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan The Contrarians'e aittir.