Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…


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
Three things you didn’t know about the the virus, an Aussie company that stands to benefit, and two in the United States. Afterpay’s results… this was a quick one, but a good one.
If you’d like to know more about us see:
www.fraziscapitalpartners.com
You can find Claude at
www.arichlife.com.au
0:50 – Michael gives an update on the underlying science of the latest coronavirus
1:44 – The importance of understanding the spike protein
2:05 – Why the coronavirus is so much more infectious than SARS
3:14 – Claude shares his thoughts on how the spread of the coronavirus may play out
3:30 – Michael discusses the recent coronavirus tests using SARS antibodies
5:02 – Claude reveals his plan of action if Australian coronavirus transmission increases
6:20 – Discussion of Swine Flu
7:30 – The issue with unpredictable virus mutation
9:30 – The effects of temperature on the coronavirus
11:00 – Discussion of Biotron (ASX:BIT), an Australian biotech which could combat coronavirus
11:23 – Claude discusses his position in Teledoc (NYSE:TDOC), a company benefiting from the coronavirus
15:16 – Portfolio performance during sell-offs and the resilience of the healthcare sector
16:50 – Afterpay (ASX:APT) results discussion
21:10 – The coronavirus sell-off, a glitch in the long-term charts
23:00 – How systematic trading in markets exaggerates moves
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