Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40

The Contrarians with Adam and Adir
25/11/2024 1h 46min Temporada 1 Episodio 68
Xero, Technology One and Palantir Go Big, Netflix, Martha's Comeback and the Rule of 40

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Episode Synopsis

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/@contrarianspodSee omnystudio.com/listener for privacy information.

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