00:00 - How does ambition change over time?

12:00 - The guy's contrarian takes on AI

20:22 - St. Kilda FC's board

Today's sponsors:

Safetynest: www.safetynest.com.au

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

Affix: ⁠www.affix.com.au/contrarians⁠

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

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The guys are joined by Joe Aston to chat about Qantas, L1, James Hardie, and the growth of Rampart, Catapult’s incredible run continues while Adam encourages Adir to start looking for private jets, the RBA’s foolish decision to prematurely slash interest rates, why great customer service is so important and Adir’s McDonald’s mishap.

00:00 - Episode 100

02:25 - Catapult

12:15 - Adir's Question

20:23 - Great Customer Service

28.45 - Adir at McDonalds

32:45 - Interest Rates

42:50 - Joe Aston in Studio with Adam & Adir

This Week's Sponsor:

Netwealth: ⁠www.netwealth.com.au⁠

Vanta: ⁠www.vanta.com/contrarians⁠

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

00:00 - Medicinal cannabis + MDMA

04:55 - Can AI be a financial planner?

13:32 - Most important company data points

Today's Sponsors:

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

Affix: ⁠www.affix.com.au/contrarians⁠

The guys discuss the world’s most profitable travel businesses, DoorDash’s big week as it buys Deliveroo and Seven Rooms, HotDoc’s ambitious IPO plans and the guys speak exclusively to EatClub Founder Pan Koutlakis after his $18.7m raise

00:00 - Intro

15:40 - Grand Prix Headline

22:50 - Ubisoft, Massive and Gaming

34:34 - Most profitable travel businesses

40:00 - Customer service at LE

1:01:00 - Pan from EatClub

1:23:35 - HotDoc

Adir's Books:

The Dream Architects by David Polfeldt

This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠

00:00 - Manage work travel

09:30 - Property tax vs. Income tax

16:19 - DigiCo IPO discussion

Today's Sponsors:

Affix: ⁠www.affix.com.au/contrarians⁠

Mighty: ⁠www.mightypartners.com.au/contrarians⁠

The guys discuss the rise and rise of Mecca, the incredible story of Teun van de Keuken and Tony’s Chocolonely, will Waymo win self driving, Pet Circle’s horror losses continue to mount, how Netflix brought back the doco and the guys argue about just how great Warren Buffett is.

00:00 - Mecca, Mother's Day and Loyalty Programs

21:50 - AI Chat

36:11 - Tony's Chocolonely

45:00 - Netflix and the Growth of Docos

47:17 - Pet Circle

58:40 - Warren Buffet's Retirement

Netwealth: www.netwealth.com.au

Telstra: www.telstra.com.au/tbtc

Vanta: www.vanta.com/contrarians

00:00 - How Adam & Adir manage their time

10:46 - DEI in business

21:02 - What industry would you focus on today?

Thanks to our sponsors:

Safety Nest: ⁠www.safetynest.com.au⁠

Mighty: www.mightypartners.com.au/contrarians

Vanta: www.vanta.com/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

The guys discuss the unfolding disasters at Apple, Atlassian’s share price crash as it gives away AI, Tesla gets squeezed and dive into the Liberal’s election calamity and Adir’s brand new much improved voting system

00:00 - Intro

07:30 - Australian Election Breakdown

49:00 - Adir's LinkedIn Survey Update

53:50 - Nintendo Update

55:15 - Brambles

57:15 - Warren Buffet

1:08:35 - Apple's Woes

1:16:57 - Atlassian

1:31:02 - Storage Industries

This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

00:00 - Starting a board career

12:05 - Adam & Adir's personal business stories

22:10 - Policies from Adam & Adir's pretend political party

This week's sponsors:

Safety Nest: ⁠⁠www.safetynest.com.au⁠⁠

DMG: ⁠⁠www.digitalmindsgroup.com.au⁠⁠

Affix: ⁠⁠www.affix.com.au/contrarians⁠⁠

Mighty Partners: ⁠www.mightypartners.com.au/contrarians

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

The guys discuss why buying the dip isn’t always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the world’s largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the might of Mecca and Victoria’s latest policy embarrassment.

00:00 - Intro

13:00 - Free Campsites in Vic?

17:00 - Adam's Printer Nightmare

27.25 - Adore Beauty

32:25 - Would you pay extra to fly without kids?

35:07 - Airport Parking

39:20 - Yo-Chi

46:08 - Anzac Day Trading

57:37 - Lego Stores in Australia

59:45 - Should you buy the dip?

1:20:25 - James Hardie

1:28:55 - Coachella + BNPL

1:37:59 - Founder Empathy

This week's sponsors:

Netwealth: ⁠www.netwealth.com.au⁠

Telstra: ⁠www.telstra.com.au/tbtc⁠

Vanta: ⁠www.vanta.com/contrarians⁠

Thanks for listening!

Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod