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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Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in industries like the ‘buy now, pay later’ space. Frazis explains how vaccine development is a long process involving extensive trials and how the emergency approval of Moderna’s vaccine allowed the company to prove the mRNA concept, providing the company a significant boost.
0:00 – Intro and background
2:39 – Founding his company at 29 and investing strategy
11:38 – Evaluating polarizing stocks like Tesla
15:08 – Investing psychology
18:45 – Processing investment information
23:17 – Investing in industry creators
25:31 – Moderna and life sciences investments
31:43 – Dogecoin case study
35:30 – Growth stocks amid inflation
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Timestamps 0:32 – Our fast-growing portfolio companies. 2:21 – Frazis life sciences strategy update. 5:18 – RNAi Biology