Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
New Episodes Weekly
Live Every Thursday @ 9am
Peter Stevens rejoins us to discuss investment strategy and our top new picks.
If you’d like to know more about us see:
1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well
3:58 – Why doing less is a key lesson
5:58 – Where Frazis Capital sits in portfolios
8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers
14:14 – Michael Frazis’s background
17:30 – The only ‘real way’ to make money
18:46 – 3 most exciting companies in the Frazis portfolio
20:34 – The thesis for investing in life sciences companies
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