Advertise on podcast: The Contrarians with Adam and Adir

Adam and Adir unpack the brutal sell-off across Australian retail, where names like JB Hi-Fi, Nick Scali, Temple & Webster and Myer sit in the cycle, and whether the downturn is starting to create long-term bargains. They also dig into Mass Group’s surge, Firmus’ extraordinary valuation trajectory and the risks around the data-centre boom, before turning to private equity and why the industry is suddenly struggling to find exits. 00:00 - Retail Gets Crushed 11:46 - Mass Group and Firmus 23:58 - Private Equity Runs Out Of Exits Join us on Substack for articles, news and more: ⁠https://www.thecontrarianspod.com/⁠

Adam and Adir dig into whether businesses are actually generating enough economic value from AI to justify the enormous amount being spent on it, before unpacking a controversial Fair Work ruling involving an Uber driver. They also take a deep dive into The Lottery Corporation’s monopoly economics, digital migration and valuation, before turning to the increasingly public intrigue around AirTree, Eucalyptus and the AFR. 00:00 - Intro and The Grand Final Public Holiday 05:15 - Coles, Finish and Dishwasher Tablet Pricing 12:28 - The Cost Of Eating Around The World 20:10 - Is AI Actually Creating Economic Value? 41:33 - Uber and The Fair Work Commission 51:20 - The Lottery Corporation Deep Dive 1:20:39 - AirTree, Eucalyptus and The AFR Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/