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
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Mike and Claude from A Rich Life (https://arichlife.com.au/) talk Australian growth stocks for the next decade.
If you’d like to know more about us see:
0:38 – Claude’s background and time at Motley Fool
4:30 – Pro Medicus (PME:ASX) recommendation and discussion
6:38 – Claude touches on his investment style
8:08 – Pro Medicus as a platform business rather than just a software business
8:30 – Pro Medicus – the numbers
10:20 – Claude dives into Pro Medicus’ two key revenue streams
11:50 – Michael introduces Alteryx (AYX:NYSE) and accounting standards
14:45 – Claude’s worst mistake (Touchcorp)
17:30 – Claude touches on cognitive errors
18:10 – Michael discusses Afterpay (APT:ASX), comparing it to some US tech investments
19:25 – Afterpay, the YOLO stock?
21:55 – The network effects of Afterpay
22:30 – Consumer behaviour of Afterpay customers
24:38 – Claude introduces Avita Healthcare (AVH:ASX), discussed in Frazis Capital’s previous podcast
26:58 – Avita’s opportunity in vitiligo and skin rejuvenation
29:59 – How to value a company like Avita when there are no conventional cashflows?
32:02 – When should you sell a company like Avita?
35:20 – BARDA’s funding of Polynovo (PNV:ASX) and Avita
37:40 – Claude goes through Audinate (AD8:ASX)
41:55 – Audinate’s financial numbers
45:00 – Audinate’s next 5 years
48:00 – Claude talks about his new project, “A Rich Life”
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