Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…
Podcast
Episode #56: Market review
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Frazis Capital Partners
11/29/2021
Michael Frazis
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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Live Every Thursday @ 9am
Michael Frazis reviews the market.
1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc 13:15 – Twilio 14:40 – Roku 18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang 29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies that haven’t fallen 32:42 – Question #3: Portfolio outlook 36:22 – Question #4: Crypto for payments 38:07 – Question #5: Matterport 38:45 – Question #6: Additional question on Upstart 39:33 – Question #7: Comparison of current revenue multiples to early 2000’s 43:40 – Question #8: Update on Regeneron and the Biotech sector 47:51 – Question #9: PayPal vs. Square
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