
Adam & Adir examine Bending Spoon's extraordinary rise, its blockbuster IPO, comparisons with Berkshire Hathaway and Constellation Software, the risks created by its aggressive use of leverage, and whether Bending Spoons is an ingenious software conglomerate or an enormously overvalued house of cards. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.
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AI Bubble, Waymo Ditches Uber, Jacinta Allan’s Disaster, KPMG Scandal and Jim Chalmers’ Crashes Housing in All the Wrong Places

SpaceX Returns to Earth, Tesla's Shrinking Powers and Atlassian Ruins Loom

Xero Gets Whacked, 4DMedical’s Meme Stock Moment, SEN Circles ARN, Uber's Loyalty Lock Up, and Adam’s Safari Business Lessons

Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot
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