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

From The Contrarians with Adam and Adir by Adam Schwab and Adir Shiffman

July 20, 2026 · 1h 43m · Season 1 · Episode 223

About this episode

Adam and Adir discuss various business topics including Xero's CEO share sale and Uber's loyalty programs while sharing lessons from Adam's safari experience.

Adam and Adir discuss safari business lessons, England vs Argentina, Murderbot Diaries and $0.99 Kindle funnels, Uber One, Lux Plus, Marxism, social democracy, Xero’s CEO share sale, SEN circling ARN, Jackie O, 4DMedical, Pro Medicus comparisons and meme stock valuations. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 00:00 - Adam’s Safari Experience 11:08 - England vs Argentina and Why Playing Defence Kills Winners 15:35 - 99c Kindle Funnel 22:14 - Uber One vs Lux Plus 31:20 - Collective Noun Quiz 36:17 - Marxism & Capitalism 55:10 - Xero’s CEO Share Sale 1:15:38 - SEN & ARN 1:26:04 - 4DMedical See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Adam Schwab, Adir Shiffman

Topics covered

business lessons
meme stocks
Uber loyalty programs
Xero CEO share sale
social democracy
Marxism vs Capitalism

Keywords

Xero
Uber
4DMedical
meme stocks
Marxism
social democracy
business lessons
Kindle funnels
SEN
ARN

Mentioned in this episode

Organizations: Xero, Uber, 4DMedical, Pro Medicus, SEN, ARN

Books & works: Murderbot Diaries

Places: England, Argentina

More episodes of The Contrarians with Adam and Adir

Deep Dive: Bending Spoons - Genius or Disaster? · July 17, 2026 · 53 min
Nvidia's AI Trade, Telstra’s Disaster, EasyJet’s Takeover Fight, Protein Mania, and TEG Loses the Plot · July 13, 2026 · 1h 49m
Ask Us Anything: How do you explain average grades? + Should workers own more of the businesses they help build? · July 10, 2026 · 24 min
AI’s $7 Trillion Bubble, Corporate Travel’s Next Disaster, Work From Home Revolts, and The Man Shake Buy Back · July 6, 2026 · 1h 44m
Ask Us Anything: Is Australia’s ageing population breaking democracy? + What does the Victorian Liberal Party turmoil say about its future? · July 3, 2026 · 25 min
Canva’s AI Crisis, Karl Stefanovic’s Podcast Genius, Labor’s CGT Shambles, and Claude Design Changes Everything · June 29, 2026 · 1h 51m

Explore listener stats, chart rankings, contacts and more on the The Contrarians with Adam and Adir podcast page.