Chris Gosselin's guest appearances

Chris Gosselin

Double or Nothing! With Michael Frazis and Misha Saul

Get a CUE Podcast

Victoria Thompson

Erin Fisher

Erin Foley

Joe Sanfelippo

Beth Hughes

Laura Cahill

Henry Turner

Mario Emmanuel

Anna Satouris

Rebecca Gingell

Michael Frazis

Harvey Migotti

Eti Amegor

Peter Stevens

Paul Brennan

OwlTail

MassCUE Board of Directors President Chris Gosselin joins the podcast to drop some big MassCUE news, he talks about what it's like to serve on the Board of Directors, and previews the upcoming Virtual Conference February 1-3 with Keynote Weston Kieschnick. Board of Directors description. Board of Directors interest form Intro video from keynote Weston Kieschnick  You can find Chris Gosselin on Twitter @cjgosselin and email cgosselin@masscue.org--- Send in a voice message: https://anchor.fm/get-a-cue/message

MassCUE Board of Directors President Chris Gosselin joins the podcast to drop some big MassCUE news, he talks about what it's like to serve on the Board of Directors, and previews the upcoming Virtual Conference February 1-3 with Keynote Weston Kieschnick. Board of Directors<a href="https://www.masscue.org/board-of-directors/" rel="nofollow" target="_blank"> </a><a href="https://www.masscue.org/board-of-directors/" rel="nofollow" target="_blank">description.</a> Board of Directors<a href="https://docs.google.com/forms/d/e/1FAIpQLSfnTjHdkUP19GxVLQgGoxm_npCEqy2webRgCGkcIPgcphS75g/viewform" rel="nofollow" target="_blank"> interest form</a> <a href="https://drive.google.com/file/d/1jgROsWxlecWgmUgPEp9Bbrq8eocPjcHO/view" rel="nofollow" target="_blank">Intro video from keynote Weston Kieschnick </a> You can find Chris Gosselin on Twitter @cjgosselin and email cgosselin@masscue.org--- Send in a voice message: <a href="https://anchor.fm/get-a-cue/message" rel="nofollow" target="_blank">https://anchor.fm/get-a-cue/message</a>

37. Get a CUE with Chris Gosselin and BIG MassCUE news

Chris Gosselin from Australian Fund Monitors (https://www.fundmonitors.com/landing.php) interviewed us about the fund and strategy.  0:00 - Introducing Michael Frazis 1:12 - Michael introduces Frazis Capital and describes its core investment requirements (Customer love, explosive growth and market leadership) 2:45 - The opportunity presented by high growth companies with ugly financial statements, professional scepticism and high short interest 4:00 - The best investment opportunities are often in front of your eyes the entire time 4:35 - Michael reiterates the importance of the fund's core investment requirements 6:10 - Unit economics often tell a very different and more valuable story than financial statements (using Xero and Tesla as examples) 7:35 - Frazis Capital's systematic framework 9:30 - Chris asks Michael, "When you don't get it right, how do you manage that?" 12:00 - Chris asks Michael, "Is there a stage at which these companies, which are growing very quickly, become mature?" 12:40 - Michael discusses Adobe and Salesforce as examples of mature software companies 14:50 - The importance of focusing on market leaders, using the example of the BNPL industry  16:10 - MercadoLibre and Sea - true market leaders, which deserve valuation premiums 18:00 - Focusing on $5-20 billion companies growing revenue at 50-100%/annum 18:40 - Chris and Michael discuss the headwinds and opportunities presented by COVID-19 20:10 - Making sure that portfolio holdings are accelerating through the coronavirus period 22:00 - What is the smart move right now? Find companies with pent-up demand

Chris Gosselin from Australian Fund Monitors (<a href="https://www.fundmonitors.com/landing.php" rel="nofollow" target="_blank">https://www.fundmonitors.com/landing.php</a>) interviewed us about the fund and strategy.  0:00 - Introducing Michael Frazis 1:12 - Michael introduces Frazis Capital and describes its core investment requirements (Customer love, explosive growth and market leadership) 2:45 - The opportunity presented by high growth companies with ugly financial statements, professional scepticism and high short interest 4:00 - The best investment opportunities are often in front of your eyes the entire time 4:35 - Michael reiterates the importance of the fund's core investment requirements 6:10 - Unit economics often tell a very different and more valuable story than financial statements (using Xero and Tesla as examples) 7:35 - Frazis Capital's systematic framework 9:30 - Chris asks Michael, "When you don't get it right, how do you manage that?" 12:00 - Chris asks Michael, "Is there a stage at which these companies, which are growing very quickly, become mature?" 12:40 - Michael discusses Adobe and Salesforce as examples of mature software companies 14:50 - The importance of focusing on market leaders, using the example of the BNPL industry  16:10 - MercadoLibre and Sea - true market leaders, which deserve valuation premiums 18:00 - Focusing on $5-20 billion companies growing revenue at 50-100%/annum 18:40 - Chris and Michael discuss the headwinds and opportunities presented by COVID-19 20:10 - Making sure that portfolio holdings are accelerating through the coronavirus period 22:00 - What is the smart move right now? Find companies with pent-up demand

Episode 33: Interview with Chris Gosselin from Australian Fund Monitors

Check out the first ever LIVE taping of the Get a CUE podcast! Chris Gosselin and Beth Hughes stop by the 2019 MassCUE Fall Conference broadcast booth at Gillette Stadium for an interview about student voice, Flipgrid, and passion blogs. Hilarity ensues.   Follow Chris Gosselin on Twitter @cjgosselin and Beth Hughes @MsBethHughes  ---   Send in a voice message: https://anchor.fm/get-a-cue/message

Check out the first ever LIVE taping of the Get a CUE podcast! Chris Gosselin and Beth Hughes stop by the 2019 MassCUE Fall Conference broadcast booth at Gillette Stadium for an interview about student voice, Flipgrid, and passion blogs. Hilarity ensues.  Follow Chris Gosselin on Twitter @cjgosselin and Beth Hughes @MsBethHughes --- Send in a voice message: <a href="https://anchor.fm/get-a-cue/message" rel="nofollow" target="_blank">https://anchor.fm/get-a-cue/message</a>