Researching public companies

The Prime Minister's Address

Leaving good work colleagues behind

Happy Saturday! We’re back with another Q&A episode of the show.

This week you asked:

👨‍🔬 How much research do you do when investing in a public company?

📢 What justifies a Prime Minister’s public address?

🥺 Leaving friends behind in a workplace

Got a question you want answered? Drop it in the comments!

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

 

Thanks for listening!

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

Happy Saturday! We&rsquo;re back with another Q&amp;A episode of the show.
This week you asked:
👨&zwj;🔬&nbsp;How much research do you do when investing in a public company?
📢&nbsp;What justifies a Prime Minister&rsquo;s public address?
🥺&nbsp;Leaving friends behind in a workplace
Got a question you want answered? Drop it in the comments!
Thanks to our sponsor Acquire Intelligence - visit <a href="https://acquire.ai/contrarians" data-saferedirecturl="https://www.google.com/url?q=https://acquire.ai/contrarians&amp;source=gmail&amp;ust=1772755365181000&amp;usg=AOvVaw1lZ71Fs-Zaok4wC9JkuEX9">https://acquire.ai/contrarians</a>
&nbsp;
Thanks for listening!
Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.

The Contrarians with Adam and Adir

Ask Us Anything: Researching when investing in public companies + Was the Prime Minister’s Address Necessary!?

Victoria's Leadership Change

Credit Cards

AI Customer Service

Logo Changes and Rebrands

Alan Joyce 

Property Rules

Fauci, COVID and the Pandemic Reckoning

Leo Lats, AI Leverage and Bubble Behaviour

Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria’s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the “logo CEO” problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner’s AI fund blow-up, Anthropic, Nvidia and the AI bubble.

01:07 - Victoria's Leadership Change
06:52 - Credit Cards
13:20 - AI Customer Service
18:26 - Logo Changes and Rebrands
27:08 - Alan Joyce
41:08. - Property Rules
51:59 - OSW
1:03:22 - Fauci, COVID and the Pandemic Reckoning
1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour


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

 

Adam and Adir discuss Ben Carroll replacing Jacinta Allan, Victoria&rsquo;s work-from-home laws, credit card fees, AI chatbots, bad customer experience, the &ldquo;logo CEO&rdquo; problem, Qantas, Alan Joyce, self-managed super property changes, Gen Z drinking habits, OSW and the battery boom, Anthony Fauci, COVID lockdowns, Leopold Aschenbrenner&rsquo;s AI fund blow-up, Anthropic, Nvidia and the AI bubble.
01:07 - Victoria's Leadership Change 06:52 - Credit Cards 13:20 - AI Customer Service 18:26 - Logo Changes and Rebrands 27:08 - Alan Joyce 41:08. - Property Rules 51:59 - OSW 1:03:22 - Fauci, COVID and the Pandemic Reckoning 1:16:30 - Leo Lats, AI Leverage and Bubble Behaviour
 Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="475" data-end="509">https://www.thecontrarianspod.com/</a>
&nbsp;

AI Fund Explodes, Alan Joyce is Back, Victoria’s Labor Reset, Fauci’s COVID Reckoning and Credit Card Chaos

Adam and Adir discuss Tesla’s profit collapse, Elon Musk’s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia’s unicorn bubble and the $3.5 billion valuation that never made sense.

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

See omnystudio.com/listener for privacy information.

Adam and Adir discuss Tesla&rsquo;s profit collapse, Elon Musk&rsquo;s valuation premium, robotaxis, self-driving, BYD, SpaceX, Starlink, Richard White, Immutable, blockchain gaming, NFTs, crypto tokens, Australia&rsquo;s unicorn bubble and the $3.5 billion valuation that never made sense.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="361" data-end="395">https://www.thecontrarianspod.com/</a>
See omnystudio.com/listener for privacy information.

Tesla Going Down...Down, Immutable’s Massive Fall and Australia’s Unicorn Bubble

Ed Husic and the Gaza Debate

Jacinta Allen and Victorian Labor

Work From Home Laws

Highest Earning Celebrities of 1998

Nvidia's Margin Problem

KPMG

Waymo

Revolut

First Home Buyers

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan’s political problems, Victoria’s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG’s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers’ housing policy and Australia’s property risk.

Watch the video Adam mentions: https://www.instagram.com/reels/DbNXhESCeXM/ 

2:06 - Ed Husic and the Gaza Debate
8:46 - Jacinta Allen and Victorian Labor
13:45 - Work From Home Laws
19:19 - Highest Earning Celebrities of 1998
35:33 - Nvidia's Margin Problem
57:11 - KPMG
1:00:36 - Waymo
1:09:53 - Mid Roll
1:10:17 - Revolut
1:17:53 - First Home Buyers

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

See omnystudio.com/listener for privacy information.

Adam and Adir discuss the Labor Party conference, Ed Husic, Jacinta Allan&rsquo;s political problems, Victoria&rsquo;s unemployment rate, a 1998 celebrity earnings quiz, Etched and the AI chip race, Nvidia, OpenAI, KPMG&rsquo;s Lendlease audit scandal, Waymo vs Uber, Revolut, bank fees, Jim Chalmers&rsquo; housing policy and Australia&rsquo;s property risk.
Watch the video Adam mentions: <a href="https://www.instagram.com/reels/DbNXhESCeXM/">https://www.instagram.com/reels/DbNXhESCeXM/&nbsp;</a>
2:06 - Ed Husic and the Gaza Debate 8:46 - Jacinta Allen and Victorian Labor 13:45 - Work From Home Laws 19:19 - Highest Earning Celebrities of 1998 35:33 - Nvidia's Margin Problem 57:11 - KPMG 1:00:36 - Waymo 1:09:53 - Mid Roll 1:10:17 - Revolut 1:17:53 - First Home Buyers
Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/
See omnystudio.com/listener for privacy information.

Ask Us Anything: Researching when investing in public companies + Was the Prime Minister’s Address Necessary!?

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