Podcast

Episode 43: Strategy update 22 April 2021

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Frazis Capital Partners
04/23/2021
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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0:15 – Introduction to Frazis Capital Partners.

1:45 – Sell-off trends and SPAC’s.

3:57 – Growth stocks outperforming tech indices.

6:45 – Standpoint on growth stocks.

9:18 – Software’s strong run.

11:05 – Multiple contractions and what this means.

13:30 – Teladoc Health.

14:20 – View on Appharvest.

16:45 – Batteries & developments in the lithium space.

18:30 – Thoughts on DermTech.

19:58 – Chinese regulatory risks.

22:29 – What is a stock?

24:15 – State of play for Xero.

25:25 – What do we look for in a company?

27:00 – Are we currently buying?

28:21 – Thoughts on the Redbubble quarterly results.

30:12 – Outlook on Airtasker.

31:00 – Our current best stock play.

32:24 – Perspective on Coinbase.

34:40 – Key takeaways/Summary.

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