Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Podcast
Double or Nothing #2: Qantas, NVDA, Farfetch, Nathan Tinkler and Fortescue
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Frazis Capital Partners
08/29/2022
Michael Frazis
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
New Episodes Weekly
Live Every Thursday @ 9am
Double or Nothing with Misha Saul and Michael Frazis
0:15 – Preview and thoughts on Jerome Powell’s upcoming speech
1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry
12:10 – Farfetch update and latest earnings
15:45 – Notable small cap and GARP stocks
17:23 – Qantas recent performance and share buyback announcement
22:46 – Nathan Tinkler’s proposed coal mine acquisition
26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels
28:06 – Andrew Forrest’s rise in the mining industry
34:05 – Assessment of Farfetch’s success and outlook
38:15 – Cettire – ASX listed Australian luxury goods company
42:19 – Rise and fall of Marley Spoon
49:20 – Summary and wrap-up
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