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Indhold leveret af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40

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Manage episode 451895129 series 3528642
Indhold leveret af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors

Thanks for listening!

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

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

  continue reading

82 episoder

Artwork
iconDel
 
Manage episode 451895129 series 3528642
Indhold leveret af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The guys discuss the stunning performance of Xero and Technology One, the strange rise and rise of Palantir, Martha Stewart's Remarkable Revival, Adir and Adam go deep on switching costs. the rise of Netflix and the death of linear TV and discuss the Rule of 40 and why it's so important for investors

Thanks for listening!

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

Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast

Follow us on Instagram: https://www.instagram.com/contrarianspod

Follow us on TikTok: https://www.tiktok.com/@contrarianspod

  continue reading

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