Episode 19: How we’re different

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MICAHEL FRAZIS     |     4/6/2021

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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Peter Stevens rejoins us to discuss investment strategy and our top new picks. 

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1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well

3:58 – Why doing less is a key lesson

5:58 – Where Frazis Capital sits in portfolios

8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers

14:14 – Michael Frazis’s background

17:30 – The only ‘real way’ to make money

18:46 – 3 most exciting companies in the Frazis portfolio

20:34 – The thesis for investing in life sciences companies

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