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
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Robert Stretch, MD
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Peter Stevens rejoins us to discuss some of our environmentally friendly investments.
0:30 – The continued dispersion between technology and the rest of the market
0:50 – The successes of Pinduoduo, Carvana and Afterpay
1:28 – Frazis Capital’s successful diversification away from a highly concentrated portfolio
2:33 – Comparing today’s hot tech businesses with the hot auto businesses of the past
3:00 – Michael introduces Plug Power (NASDAQ:PLUG), a hydrogen fuel cell manufacturer and one of the fund’s most exciting holdings
5:00 – Introducing the Frazis Capital Youtube channel
5:50 – Michael introduces Chinese software firm, Kingsoft Corporation (HKG:3888)
7:00 – Peter and Michael discuss the various factors influencing the systematic underpricing of IPOs
10:10 – Cochlear’s (ASX:COH) lucrative discounted capital raising
11:35 – The value that Frazis Capital can add to your portfolio
12:40 – Solaredge (NASDAQ:SEDG), an innovative Israeli solar provider and portfolio position
14:40 – ESG investing and the importance of being forward-looking
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