Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Podcast
Episode 43: Strategy update 22 April 2021
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Frazis Capital Partners
04/23/2021
Michael Frazis
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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0:15 – Introduction to Frazis Capital Partners.
1:45 – Sell-off trends and SPAC’s.
3:57 – Growth stocks outperforming tech indices.
6:45 – Standpoint on growth stocks.
9:18 – Software’s strong run.
11:05 – Multiple contractions and what this means.
13:30 – Teladoc Health.
14:20 – View on Appharvest.
16:45 – Batteries & developments in the lithium space.
18:30 – Thoughts on DermTech.
19:58 – Chinese regulatory risks.
22:29 – What is a stock?
24:15 – State of play for Xero.
25:25 – What do we look for in a company?
27:00 – Are we currently buying?
28:21 – Thoughts on the Redbubble quarterly results.
30:12 – Outlook on Airtasker.
31:00 – Our current best stock play.
32:24 – Perspective on Coinbase.
34:40 – Key takeaways/Summary.
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