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Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40
Manage episode 451895129 series 3528642
Content provided by Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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
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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
102 episodes
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Manage episode 451895129 series 3528642
Content provided by Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Schwab and Adir Shiffman, Adam Schwab, and Adir Shiffman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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
102 episodes
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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