Peter Stevens rejoins us to discuss investment strategy and our top new picks. 

If you’d like to know more about us see:

www.fraziscapitalpartners.com

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