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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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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