Episode 34: Joel Tomaino joins us

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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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We discuss the current landscape and a couple of choice earnings reports. 

0:20 – Introducing Joel Tomaino

1:10 – The structural shift to e-commerce

1:30 – Government stimulus and the diverse impacts of the current economic crisis

2:30 – How long will stimulus benefits and exacerbated e-commerce growth rates last

3:30 – Australian e-commerce plays, including Redbubble (ASX:RBL)

4:40 – E-commerce growth in mature markets compared to developing markets

5:00 – The opportunity for MercadoLibre (NASDAQ:MELI) in South America

6:20 – The opportunity for Sea (NYSE:SE) in South-East Asia

6:55 – Disney’s powerful platform and the success story of Disney Plus

8:25 – Is there pent up demand in travel? Will travel companies have their best years yet?

9:50 – Broader rotations in the market. Re-rates in growth stocks

10:45 – Frazis Capital’s auto plays (Carvana – NYSE:CVNA, Tesla – NASDAQ:TSLA)

12:45 – Changing attitudes to public transport because of COVID-19

13:40 – Where does the common cold come from?

14:10 – Market darlings showing some cracks, including Nanosonics (ASX:NAN)

14:50 – Afterpay’s (ASX:APT) European acquisitions

15:55 – Xero’s (ASX:XRO) acquisition of an invoice-lending company

17:20 – Great companies create much bigger TAMs than first estimates

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