Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply.

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The guys discuss KPMG’s spectacular implosion, Labor’s chaotic CGT Reverse Ferret, the ATO’s small business scare campaign, Big W’s surprisingly good AI chatbot, Ferrari’s electric future, and Adore Beauty’s brutal market reality.

00:00 - LinkedIn Thoughts
09:15 - Startup Cities Quiz
15:00 - Big W Chat Bot Experience
27:50 - ATO Small Business Ads
30:00 - Labor's CGT Semi Backdown
44:00 - ASX
51:00 - KPMG
1:08:00 - Ferrari
1:12:00 - Adore Beauty

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Happy Saturday! It’s time for another round of listener Q&A.

This week you asked:

💉 As GLP-1s and peptides become more widespread, which industries could be most affected over the next decade?

🤖 Why are younger people becoming so angry about AI being framed as “the next big thing”?

🛋️ Is modern life now optimised for comfort at the expense of meaning?

Got something you want Adam and Adir to tackle in a future episode? Drop it in the comments!

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00:00 - Catapult Powering the World Cup
04:00 - EOFY Sales
08:45 - Taxis + Uber Decision
18:00 - Sleep Question
23:00 - $1 Trillion vs $1 Billion
27:00 - Robyn Denholm
40:00 - CGT Changes + Impact on Startups
52:45 - VicRoads Fail
54:15 - Xero
1:04:00 - SpaceX
1:17:44.100 - Tim Wilson joins The Contrarians

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Happy Saturday! We’re back with another round of listener Q&A.

This week you asked:

🏨 Why can some aggregators undercut the original seller, while others charge customers a premium?

📈 Has the budget changed the incentives for investors taking risk on growth stocks?

🛒 With Barbeques Galore entering administration, are Aussie consumers pulling back harder than the data suggests?

Have a question you want Adam and Adir to answer next? Drop it in the comments!

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Adam and Adir go deep on SkinKandy, share the latest on the budget, look at the murder of young Brit Henry Nowak and announce which listener has won a $500 Luxury Escapes voucher.

00:00 - The Government's Fuel Solution?
13:00 - Labor's Fall in Victoria
17:42 - More Budget Fallout
40:46 - Police Racism in the UK
53:44 - SkinKandy (Deep Dive)

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Matt Heine, CEO of Netwealth, joins Adam Schwab and Adir Shiffman for a deep dive into one of Australia’s most impressive technology and financial services success stories.

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Adam and Adir sit down with Frank Greef, the man who led the LinkedIn campaign against the government’s disastrous budget—and copped a slap from Albo and the Nine papers for his trouble. Plus, the guys break down the latest from OpenAI and Anthropic, the looming SpaceX float, SexyLand’s unsexy financials, and an update on Corporate Travel Management. Stick around to find out how to enter our new prize draw!

00:00 - Intro & Substack News
3:50 - OpenAI and Greg Brockman
12:54 - Housing Minister Clare O'Neal's Comments
18:35 - Siteminder
19:30 - Curtis Stone
23:30 - SexyLand
27:40 - Frank Greeff
45:30 - Anthropic
52:50 - CTM
1:02:05 - SpaceX

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SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.

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Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like.

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

00:00 - Will Hayward joins The Contrarians
21:40 - Brian Cox's Business
30:00 - LE Live
38:00 - Lime Bikes
42:22 - More Budget News
1:14:00 - Guzman y Gomez 
1:28:26 - EY's Parental Leave Updates

Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrarians

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