Episode 30: Plug Power, Solaredge, and a market update

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Frazis Capital Partners
Australian Financial Review

Australian Financial Review

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

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD


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Peter Stevens rejoins us to discuss some of our environmentally friendly investments.

0:30 – The continued dispersion between technology and the rest of the market

0:50 – The successes of Pinduoduo, Carvana and Afterpay

1:28 – Frazis Capital’s successful diversification away from a highly concentrated portfolio

2:33 – Comparing today’s hot tech businesses with the hot auto businesses of the past

3:00 – Michael introduces Plug Power (NASDAQ:PLUG), a hydrogen fuel cell manufacturer and one of the fund’s most exciting holdings

5:00 – Introducing the Frazis Capital Youtube channel

5:50 – Michael introduces Chinese software firm, Kingsoft Corporation (HKG:3888)

7:00 – Peter and Michael discuss the various factors influencing the systematic underpricing of IPOs 

10:10 – Cochlear’s (ASX:COH) lucrative discounted capital raising 

11:35 – The value that Frazis Capital can add to your portfolio

12:40 – Solaredge (NASDAQ:SEDG), an innovative Israeli solar provider and portfolio position

14:40 – ESG investing and the importance of being forward-looking  

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