The Contrarians with Adam and AdirThe Contrarians with Adam and Adir

Special Bonus: Why SiteMinder Could Be the Most Misunderstood Stock on the ASX

View descriptionShare
 

The Contrarians with Adam and Adir

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-fo 
210 clip(s)
Loading playlist

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.

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

 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

The Contrarians with Adam and Adir

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard fact 
Social links
Follow podcast
Recent clips
Browse 210 clip(s)