Episode #58: Equity rotation and the tech sell-off
Strategy update recorded live on 22 December 2021
(Timestamps to follow)
Episode #57: Misha Saul on markets, life, family, and violence in Western society
Misha Saul on markets, life, family, and violence in Western society
Episode #56: Market review
Michael Frazis reviews the market.
1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc 13:15 – Twilio 14:40 – Roku 18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang 29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies that haven’t fallen 32:42 – Question #3: Portfolio outlook 36:22 – Question #4: Crypto for payments 38:07 – Question #5: Matterport 38:45 – Question #6: Additional question on Upstart 39:33 – Question #7: Comparison of current revenue multiples to early 2000’s 43:40 – Question #8: Update on Regeneron and the Biotech sector 47:51 – Question #9: PayPal vs. Square
Episode #55: Strategy update
Michael Frazis gives an update.
Episode 54: New venture fund, Web3, Zillow vs Opendoor, and questions answered
0:58 Launch of our Venture Fund
3:04 The benefits of pre-IPO access and our investment in Camplify
4:58 Private access to fast growing companies like Mawson Infrastructure
6:05 Zillow’s shrinking growth model
11:05 Comparative management decisions between Opendoor and Zillow
15:54 More on Zillow’s travails and management
17:29 The importance of customer love – Tesla
18:25 Tesla valuation thoughts
19:16 The NFT and crypto revolution
23:40 How crypto is transforming how games are played
27:48 Facebook’s lame Metaverse
29:53 The exciting prospects of games like Star Atlas
30:55 Our thoughts on Pinduoduo and Coupang
31:47 Chinese capital controls and its effects on FUTU and TIGR
33:44 What we like about Solana
34:24 The investment bank of the crypto world – Galaxy
35:50 Value in holding crypto companies – Voyager Digital
Q&A’s
36:30 Question: Would love to here your thoughts on FUTU?
37:03 Question: What’s the upside of Tesla’s valuation?
38:17 Question: Thoughts on great resignation and how work is changing?
39:40 Question: What are your thoughts on Zoom?
40:00 Question: Do you like Sandbox over MANA?
40:20 Question: Opening fund for retail?
40:28 Question: Thoughts on Paradigm Pharma?
42:00 Question: What are your thoughts on Chegg?
44:00 Question: What are your thoughts on Allbirds?
44:18 Question: Thoughts on inflation?
45:10 Question: Thoughts onIris energy?
46:30 Question: CBA and crypto trading?
48:35 Question: What is the global gaming TAM and growth rate?
50:17 Criminal coins