Podcast

Episode 34: Joel Tomaino joins us

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Frazis Capital Partners
08/26/2020
SALT interview with Rachel Pether

SALT interview with Rachel Pether

Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD

 

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We discuss the current landscape and a couple of choice earnings reports. 

0:20 – Introducing Joel Tomaino

1:10 – The structural shift to e-commerce

1:30 – Government stimulus and the diverse impacts of the current economic crisis

2:30 – How long will stimulus benefits and exacerbated e-commerce growth rates last

3:30 – Australian e-commerce plays, including Redbubble (ASX:RBL)

4:40 – E-commerce growth in mature markets compared to developing markets

5:00 – The opportunity for MercadoLibre (NASDAQ:MELI) in South America

6:20 – The opportunity for Sea (NYSE:SE) in South-East Asia

6:55 – Disney’s powerful platform and the success story of Disney Plus

8:25 – Is there pent up demand in travel? Will travel companies have their best years yet?

9:50 – Broader rotations in the market. Re-rates in growth stocks

10:45 – Frazis Capital’s auto plays (Carvana – NYSE:CVNA, Tesla – NASDAQ:TSLA)

12:45 – Changing attitudes to public transport because of COVID-19

13:40 – Where does the common cold come from?

14:10 – Market darlings showing some cracks, including Nanosonics (ASX:NAN)

14:50 – Afterpay’s (ASX:APT) European acquisitions

15:55 – Xero’s (ASX:XRO) acquisition of an invoice-lending company

17:20 – Great companies create much bigger TAMs than first estimates

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