Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Live Every Thursday @ 9am
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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