Episode 54: New venture fund, Web3, Zillow vs Opendoor, and questions answered

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Frazis Capital Partners
SALT interview with Rachel Pether

SALT interview with Rachel Pether

Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).

Michael Frazis

Portfolio Manager, Managing Partner

This Weeks Guest.

Robert Stretch, MD


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0:58 Launch of our Venture Fund
3:04 The benefits of pre-IPO access and our investment in Camplify
4:58 Private access to fast growing companies like Mawson Infrastructure
6:05 Zillow’s shrinking growth model
11:05 Comparative management decisions between Opendoor and Zillow
15:54 More on Zillow’s travails and management
17:29 The importance of customer love – Tesla
18:25 Tesla valuation thoughts
19:16 The NFT and crypto revolution
23:40 How crypto is transforming how games are played
27:48 Facebook’s lame Metaverse
29:53 The exciting prospects of games like Star Atlas
30:55 Our thoughts on Pinduoduo and Coupang
31:47 Chinese capital controls and its effects on FUTU and TIGR
33:44 What we like about Solana
34:24 The investment bank of the crypto world – Galaxy
35:50 Value in holding crypto companies – Voyager Digital
36:30 Question: Would love to here your thoughts on FUTU?
37:03 Question: What’s the upside of Tesla’s valuation?
38:17 Question: Thoughts on great resignation and how work is changing?
39:40 Question: What are your thoughts on Zoom?
40:00 Question: Do you like Sandbox over MANA?
40:20 Question: Opening fund for retail?
40:28 Question: Thoughts on Paradigm Pharma?
42:00 Question: What are your thoughts on Chegg?
44:00 Question: What are your thoughts on Allbirds?
44:18 Question: Thoughts on inflation?
45:10 Question: Thoughts onIris energy?
46:30 Question: CBA and crypto trading?
48:35 Question: What is the global gaming TAM and growth rate?
50:17 Criminal coins

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