Podcast

Episode 48: SALT interview with Rachel Pether – true love and explosive growth

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Featured

Frazis Capital Partners
07/19/2021
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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Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in industries like the ‘buy now, pay later’ space. Frazis explains how vaccine development is a long process involving extensive trials and how the emergency approval of Moderna’s vaccine allowed the company to prove the mRNA concept, providing the company a significant boost.

TIMESTAMPS

0:00 – Intro and background

2:39 – Founding his company at 29 and investing strategy

11:38 – Evaluating polarizing stocks like Tesla

15:08 – Investing psychology

18:45 – Processing investment information

23:17 – Investing in industry creators

25:31 – Moderna and life sciences investments

31:43 – Dogecoin case study

35:30 – Growth stocks amid inflation

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