Why it’s not Always Smart to Buy the Dip, James Hardie Disgrace, the Business of Coachella, is Empathy Important, the YoChi Miracle, Adore Beauty Struggles and Victoria’s Soviet Style Campsites

The Contrarians with Adam and Adir
28/04/2025 1h 50min Temporada 1 Episodio 92
Why it’s not Always Smart to Buy the Dip, James Hardie Disgrace, the Business of Coachella, is Empathy Important, the YoChi Miracle, Adore Beauty Struggles and Victoria’s Soviet Style Campsites

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Episode Synopsis

The guys discuss why buying the dip isn’t always the best investment strategy, how the ASX blundered the James Hardie merger, the economics of the world’s largest music festival, is empathy the most important characteristic that investors should look for, the rise and rise of frozen yoghurt giant YoChi, Adore’s retail stores struggle against the might of Mecca and Victoria’s latest policy embarrassment.00:00 - Intro13:00 - Free Campsites in Vic?17:00 - Adam's Printer Nightmare27.25 - Adore Beauty32:25 - Would you pay extra to fly without kids?35:07 - Airport Parking39:20 - Yo-Chi46:08 - Anzac Day Trading57:37 - Lego Stores in Australia59:45 - Should you buy the dip?1:20:25 - James Hardie1:28:55 - Coachella + BNPL1:37:59 - Founder EmpathyThis week's sponsors:Netwealth: ⁠www.netwealth.com.au⁠Telstra: ⁠www.telstra.com.au/tbtc⁠Vanta: ⁠www.vanta.com/contrarians⁠Thanks for listening!Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSubscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcastFollow us on Instagram: https://www.instagram.com/contrarianspodFollow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

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