Episodes
Qantas' Huge Move, the Shriking Tiger Global, are we in a Recession a…
Adam and Adir chat about the big Qantas loyalty move, Tiger Global's new fund and have we hit peak VC, the dyanmics of the Scooter Rental market and the guys talk Recession and Inflation. Make sure you subscribe to our newsle...
Crocs Make a Comeback, Cettire Gets Hit, Public Holiday Surcharges an…
The guys discuss the incredible rise and fall and comeback of Crocs - one of the world’s most fascinating business stories, Cettire shares get hit as questions continue to mount, should consumers have to pay more on public ho...
Breakthrough Fund Disaster, SBF Put Away, Trump's Pay Day and Canva g…
Adam and Adir go deeper into the unfolding disaster at Victoria's Soviet Era Fund, discuss whether the Sam Bankman Fried 25 year sentence fair, talk about Trump's potential $5b windfall and the intriguing Canva acquisition
Apple Under Fire, Uber Settles, Suing for Birken, the Ills of Pokies …
The guys discuss Apple's lawsuit troubles, the implications of Uber's taxi settlement, the bizarre legal action against Hermes, the horrors of poker machines and Adir's A List Celeb encounters.
Behind the Scenes of the Rich List, Employment Hero Fight Gets Ugly, …
Adam and Adir talk to John Stensholt, author of The List, go inside Hostplus and Employment Hero's Massive Fight, analyse the unfolding disaster at Victoria's controversial Breakthrough Fund and discuss Myer's new Executive C...
Inside the Cettire slump, a $120k University dinner, ASX buyback chan…
Adam and Adir snare the only interview with AFR newsbreaker Jonathan Shapiro about his Cettire article, discuss the $127,000 farewell for a university exec, propose changes to selling into buybacks, and reveal a bizarre HostP...
Meta Pulls Out, Life360 and Kogan Thrill, AppleFail, #DeleteAmazon an…
Adam and Adir discuss Meta standing up to the blackmailers, the incredible results at Life360 and Kogan, has Amazon Jumped the Shark, Apple’s Car Fail and should Founder’s be Selling Stock?
What Founders Can Learn from Taylor Swift, Results Season: Temple & W…
The guys chat about the incredible business success of Taylor Swift and why hard work pays, the rise and potential fall of Temple & Webster, Wesfarmers' Catch Disaster and Seek's Struggles.
Why Margin is King in Retail, are MBAs Worth It, the Secrets of Good …
The guys deep dive into Nick Scali, one of Australia's best retail success stories, look into MBAs are they really worth it and what happened to the colourful athletes?
Inside the Secrets of Airline Loyalty, Myer's Remarkable Recovery and…
The guys chat with Steve Hui the King of Business Class loyalty rewards, how Myer quietly became an eCommerce goliath and why you never want to win the Lottery. Join The Contrarians Army: https://www.linkedin.com/company/the-...
Tesla's Struggles, New Fashion Models go Bad, Tough times for Sophist…
The guys chat about the Tesla's profitability challenges, deep dive into Rent the Runway and StitchFix and speak to special guest Gavin Appel about potential changes to Sophisticated Investor rules and the difficulties of bei...
Deep Dive into Dating Apps, Labor Strife hits the Docks and the Joy o…
Adam and Adir looks at the economics of dating apps Match.com and Bumble, the impact of the growing industrial action impacting Australia's waterfront and the miracle of compounding growth.
Atlassian, Nike and the New Sneaker Wars and the benefits and downsid…
The guys discuss Adam's deep dive in Atlassian and debate whether it's one of the most over priced Australian businesses ever, the fascinating sneaker wars - Will Nike remain dominant? And the benefits and pitfalls of strateg...
The economics of Scooters, Airline Loyalty Schemes and our 2024 Predi…
Adam and Adir deep dive into the very profitable world of airline loyalty schemes, the economics of scooter and bike rental businesses and the guys make their 2024 predictions
The End of Rentals Cars, Adore Beauty Takeover and the Best and Worst…
Adam and Adir chat about how Turo will kill rental cars, the economics of Adore Beauty and the world's best and worst customer experiences. Adam's Sale of the Century Appearance: https://www.youtube.com/watch?v=EwPWddglsj0 Jo...
Zoe Foster-Blake's Triumph, Luxury Slumps and Why Small Businesses Sh…
Adam and Adir discuss the incredible sale and re-purchase of Go-To Cosmetics by Zoe Foster-Blake, the surprising downturn in the luxury segment and why Small Businesses should stay open
Is Work from Home A Goner, Will Chemist Warehouse Finally Get Listed …
Adam and Adir discuss why investors are breaking up with dating apps, the prospects of an ASX-listed Chemist Warehouse and are we reaching the beginning of end of WFH?
Is Afterpay Worthless?, Dodgy Review Websites and Nick Bolton Wins Ag…
Adam and Adir talk about dubious review websites and how affiliate marketing works, the rise and fall of Afterpay and Nick Bolton beats the establishment again.
Is Cettire for Real? Charlie Munger Dies and Special Guest Star, Rusl…
The guys are joined by guest host Ruslan Kogan and discuss whether Cettire is too good to be true and the death of investing genius, Charlie Munger.
RBA Finally Fights Inflation, the downfall of Culture Kings and is Go…
Adam and Adir discuss why inflation is a low worse than a recession, how Simon and Tahnee Beard conquered the world with Culture Kings and sold at the perfect time and why Google should be broken up
The turmoil at OpenAI, the rise and rise of Shein and a special guest…
Adam and Adir talk all things OpenAI and why choosing a board is one of the most important things a founder can do, the incredible rise of Shein and the impact of Fast Fashion and talk to a real Australian founder crushing it...
Optus Second Disaster, the downfall of Sam Bankman-Fried and the Econ…
Adam and Adir discuss the Optus disaster and what the CEO did wrong, the stunning rise and disastrous fall of FTX founder Sam Bankman-Fried and the growth of the home meal kit sector.
Bonus Episode: The guys chat to Courtney Ray, founder and CEO of Dail…
In this week's bonus episode, Adam & Adir are delighted to be joined by the incredible Courtney Ray, founder of floristry juggernaut, Daily Blooms. After quitting her stable, full time job, Courtney started Daily Blooms from ...
Qantas' Ongoing Drama, The Collapse of WeWork and The Wonder of Airta…
Adam and Adir talk about Qantas' ongoing drama (recorded at the time of the long awaited AGM) and the not so sudden collapse of the once hot shared workspace business, WeWork. Plus, Adam loves Airtags.