Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Podcast
Featured
Michael Frazis
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
New Episodes Weekly
Live Every Thursday @ 9am
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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