Кращі подкасти про Adir Shiffman (2024)

1
Our First Live Show! TripaDeal Cashes In and the Magic of Ben Gray, what is EBITDA, Adrian Giles Triple Success and The Reject Shop 1:51:02

2d ago1:51:02

1:51:02

The Contrarians in front of a live audience at Fortress Melbourne discuss Qantas’ acquisition of TripADeal and Ben Gray PE Genius, Adrian Giles incredible Hitwise exit and building Fortress and the guys look deep into The Reject Shop.

1
Elon's Pay, Turmoil at Nine, Dodgy Taxis, Streamers Unite and How to Ask for a Payrise 1:25:33

9d ago1:25:33

1:25:33

The guys chat about Elon's potential $46b payday, Costello goes at Nine, streamers unite to stop churn and what's the best way to ask for a pay rise?

1
Catapult hits US $100m, Guzman IPO, Canva's Rap and Salesforce's Crash 1:27:10

16d ago1:27:10

1:27:10

The guys chat about Catapult hitting the US$100 million revenue milestone, go deep into the IPO prospects of Guzman y Gomez, fawn of Canva's cringey rap, discuss the struggles facing Salesforce and Adir gets into ice cream. 00:00 - Adir's 'Rollercoaster' Week 11:45 - Adir Watched Free-to-Air TV 18:15 - Catapult Sports 32:50 - Meta and Shopify 41:22…

1
Will the AI Bubble Burst, Warby Parker’s Struggles, Why Start-Up Valuations Don’t Matter, Greed isn’t Good and How do you Choose Where to Work? 1:41:00

23d ago1:41:00

1:41:00

The guys go deep into AI, does Warby Parker’s DTC model stack up, why founders shouldn’t obsess over their valuation, the death of Ivan Boesky the original Greed is Good Guy and when should you leave a corporate job for a startup?

1
Should Start-Ups Give Employees Equity, Netflix the last of the Water Coolers, K-Mart's Success and Reece Witherspoon's Business Genius 1:47:15

1M ago1:47:15

1:47:15

The guys go deep into why they think start-ups should give employees equity and the different ways to do it, Netflix's incredible run and the brilliance of Baby Reindeer, is K-Mart Australia's best ever retailer and Reece Witherspoon's incredible business success.

1
The Economics of Book Writing, Temple Tumbles, Adir Breaks the Breakthrough Fund and what Should Warren do with his big Apple stake? 1:43:08

1M ago1:43:08

1:43:08

The guys chat about the financial secrets of the publishing industry, the risks of owning Temple & Webster, the disaster gets smaller at Breakthrough Victoria and should Berkshire Hathaway sell its huge Apple stake? Tickets to our live show: https://www.eventbrite.com.au/e/the-contrarians-live-podcast-fortress-melbourne-tickets-898908107347?aff=odd…

1
Bonza collapses, Envato Founders Heroic Exit, HIMs, Newbook and Big Bucks in Restaurant Bookings 1:40:25

1M ago1:40:25

1:40:25

The guys discuss the huge exits at Envato and Newbook the importance of picking your Golden Moment, the Bonza debacle, HIMs controversy and how college kids are cashing in on restaurant reservations

1
Bluey's Billions, Tesla's Tough Times, Atlassian Gets Profitable and the death of Diamonds 1:35:59

2M ago1:35:59

1:35:59

The guys discuss the incredible growth of Bluey and how the ABC missed the chance to make billions, Tesla's profit woes and Elon asks for more money, Atlassian's Profit Comeback and share slump and the case for Fake Diamonds

1
Mr Beast a Billionaire? Facebook's Insta Purchase Just Keeps Getting Better. And which Hollywood Celeb snubbed Adir at a Superbowl Party? 1:41:53

2M ago1:41:53

1:41:53

The guys discuss the rise and rise of Mr Beast, take a deeper look at Facebook's now legendary purchase of Instagram and guess which Hollywood Celeb snubbed Adir at a Superbowl Party?

1
Qantas' Huge Move, the Shrinking Tiger Global, are we in a Recession and the rise of Lime Bikes 1:59:06

2M ago1:59:06

1:59:06

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 newsletter: www.contrarianspod.com

1
Crocs Make a Comeback, Cettire Gets Hit, Public Holiday Surcharges and Mike’s TV Appearance 1:48:12

2M ago1:48:12

1:48:12

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 holidays and the inside word on Mike’s quiz show appearance Watch Mike's HARD QUIZ episode: https://iview.abc.net.au/show/hard-…

1
Breakthrough Fund Disaster, SBF Put Away, Trump's Pay Day and Canva gets Acquisitive 1:19:39

3M ago1:19:39

1:19:39

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

1
Apple Under Fire, Uber Settles, Suing for Birken, the Ills of Pokies and Close Encounters of the Adir Celebrity Kind 1:25:15

3M ago1:25:15

1:25:15

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.

1
Behind the Scenes of the Rich List, Employment Hero Fight Gets Ugly, Breakthrough Victoria Disaster and Myer's New Boss 1:31:25

3M ago1:31:25

1:31:25

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 Chairperson

1
Inside the Cettire slump, a $120k University dinner, ASX buyback changes, Employment Hero takes on HostPlus, and Adir's Book Club 1:13:47

3M ago1:13:47

1:13:47

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 HostPlus stoush with an Aussie unicorn. Plus Adir drops his latest books, literally.…

1
Meta Pulls Out, Life360 and Kogan Thrill, AppleFail, #DeleteAmazon and Founders Selling Down Badly 1:45:34

4M ago1:45:34

1:45:34

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?

1
The Incredible rise of Altium, is AirBNB headed for a fall, Woolworths, Qantas and Adir's Expensive Juice 1:34:22

4M ago1:34:22

1:34:22

The chat about one of the most incredible stories in Australian tech history - the $9 billion sale of Altium, the problems facing $100 billion giant AirBNB, Qantas new Chairman, Woolworth's former CEO and should Adir be spending $9 on a small juice?

1
What Founders Can Learn from Taylor Swift, Results Season: Temple & Webster, Catch, Seek.com 1:36:08

4M ago1:36:08

1:36:08

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.

1
Why Margin is King in Retail, are MBAs Worth It, the Secrets of Good Negotiators and Boring Athletes 1:34:29

4M ago1:34:29

1:34:29

The guys deep dive into Nick Scali: one of Australia's best retail success stories, discuss whether MBAs are really worth it and question what happened to all the the colourful athletes?

1
Inside the Secrets of Airline Loyalty, Myer's Remarkable Recovery and the Horrors of Lotteries 1:44:37

5M ago1:44:37

1:44:37

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-contrarians-with-adam-and-adir-podcast/ Watch Steve's segment on YouTube (and subscribe!): https://youtu.be/wWq-P4iRjh8…

1
Tesla's Struggles, New Fashion Models go Bad, Tough times for Sophisticated Investors and VC Woes 1:40:01

5M ago1:40:01

1:40:01

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 being a VC investor Join The Contrarians Army: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast/…

1
Deep Dive into Dating Apps, Labor Strife hits the Docks and the Joy of Incremental Growth 1:23:35

5M ago1:23:35

1:23:35

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.

1
Atlassian, Nike and the New Sneaker Wars and the benefits and downsides of Strategic Partnerships 1:32:58

5M ago1:32:58

1:32:58

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 strategic partnerships.

1
The economics of Scooters, Airline Loyalty Schemes and our 2024 Predictions 1:39:12

5M ago1:39:12

1:39:12

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

1
The End of Rentals Cars, Adore Beauty Takeover and the Best and Worst Retail Experiences 1:38:08

6M ago1:38:08

1:38:08

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

1
Zoe Foster-Blake's Triumph, Luxury Slumps and Why Small Businesses Shouldn't Shut Over Holidays 1:27:15

6M ago1:27:15

1:27:15

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

1
Is Work from Home A Goner, Will Chemist Warehouse Finally Get Listed and Dating Apps 1:17:02

6M ago1:17:02

1:17:02

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?

1
Is Afterpay Worthless?, Dodgy Review Websites and Nick Bolton Wins Again 1:26:16

6M ago1:26:16

1:26:16

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.

1
Is Cettire for Real? Charlie Munger Dies and Special Guest Star, Ruslan Kogan 1:25:49

7M ago1:25:49

1:25:49

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.

1
RBA Finally Fights Inflation, the downfall of Culture Kings and is Google Evil? 1:19:56

7M ago1:19:56

1:19:56

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

1
The turmoil at OpenAI, the rise and rise of Shein and a special guest live from Tel Aviv 1:12:59

7M ago1:12:59

1:12:59

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 in Tel Aviv.

1
Optus Second Disaster, the downfall of Sam Bankman-Fried and the Economics of Home Food Kits 1:32:42

7M ago1:32:42

1:32:42

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.

1
Bonus Episode: The guys chat to Courtney Ray, founder and CEO of Daily Blooms 45:55

7M ago45:55

45:55

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 a storage shed in South Melbourne, and was working four days after giving birth to her first child. Since then, Daily Blooms …

1
Qantas' Ongoing Drama, The Collapse of WeWork and The Wonder of Airtags 55:26

8M ago55:26

55:26

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.

1
The Horrific Australian Property Sector, the Rise of the NBL, Tesla Struggles and Netflix on Fire 1:17:12

8M ago1:17:12

1:17:12

Adam and Adir talk about the problem with Australia’s incredibly expensive property sector, the success of Australia’s National Basketball League, Tesla’s revenue woes and the remarkable history and success of Netflix

1
Prestigious U.S. Colleges, GLP-1 Drugs and Atlassian's purchase of Loom 1:13:02

8M ago1:13:02

1:13:02

Adam and Adir discuss the withdrawal of support for prestigious colleges in the US in the midst of the Israel crisis, the incredible rise of GLP-1 drugs Ozempic and Wegovy and Atlassian’s purchase of video sharing app Loom. Plus, TWO difficult experience with UberEats and the value of paying staff with company stock.…

1
Apple’s new Launch, Hamburger University and the Gig Economy 1:01:38

8M ago1:01:38

1:01:38

The boys chat about the legacies of Tim Cook and Steve Jobs at Apple, the generous taxpayer funds flowing into Australia’s own Hamburger University, Instacart’s IPO, Uber and the pitfalls of the gig economy

1
Dan Andrews Gone, Magellan Financial woes get worse, will Premier Break Up and guest, Gavin Appel 1:09:35

8M ago1:09:35

1:09:35

Adam and Adir talk about the impact and legacy of the loved and hated Dan Andrew, will corporate raider Nick Bolton make more millions at Magellan Financial, billionaire Solly Lew’s plans to break up Premier Investments, Qantas’ Richard Goyder continues to hang on and Gavin Appel, one of the OGs of the Australian tech and venture capital joins the …

1
Market Woes, Canva Revenue Soars, Block Goes South, The Taylor Swift Effect Continues 1:16:37

8M ago1:16:37

1:16:37

Adam and Adir chat about staggering international markets, the disaster unfolding at Jack Dorsey’s Block, Canva continues to fire and the Taylor Swift effect hits the NFL

1
Qantas’ Annus Horribilis, Step One and the Perils of Inflation 1:06:12

8M ago1:06:12

1:06:12

Adam and Adir go deep into Qantas’ woes and the departure of Alan Joyce, Step One’s hop into profitability, the downfall of F45 and take a typically contrarian take on what inflation really means

1
Freelancer’s Struggles, the Video Game Market, the Israel Tragedy and who won the Bet of the Century 1:07:39

8M ago1:07:39

1:07:39

Adam and Adir discuss the incredible video game market, the terrible happenings in the Middle East, the downfall of Freelancer and who won the Bet of the Century

1
The Rise and Rise of Katy Perry, The Unhealthy Mummy and Rupert Murdoch Calls it a Day 59:10

9M ago59:10

59:10

Adam and Adir talk about Katy Perry’s huge payday, the disastrous Healthy Mummy transaction, is Rupert Murdoch the greatest ever Australian businessman and Richard Goyder Watch: When will the Qantas Chairman step down?

1
AirBNB gets Hammered by Melbourne, Booktopia Woes and Maggie Beer happenings 55:32

10M ago55:32

55:32

The Contrarians chat about the struggles at local online bookseller Booktopia, write downs and more at Maggie Beer and the challenges facing AirBNB

1
The Collapse of WeWork, Kogan Bounces Back and Adir Attends the Corporate Party of the Year 48:47

10M ago48:47

48:47

Adam and Adir chat about ABL’s 70th Birthday extravaganza, Kogan’s comeback, WeWork’s impending death and the sad story of James Shipton

1
Temple & Webster + Seek Earnings, Australia’s Biggest Secret Growth Fund and Qantas’ Qatar Mess 56:13

10M ago56:13

56:13

Adam and Adir discuss Victoria’s secret $2 billion growth fund, Temple & Webster, Seek.com, Qantas and Safety Culture’s mysterious $3 billion valuation.

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