Joel Tomaino's guest appearances

Joel Tomaino

Double or Nothing! With Michael Frazis and Misha Saul

Mario Emmanuel

Anna Satouris

Rebecca Gingell

Michael Frazis

Harvey Migotti

Eti Amegor

Peter Stevens

Paul Brennan

Chris Gosselin

Alexander Portz

Ben Krochmal

Sam Rich

Jackie Vullinghs

Terry Hau

Brian Hartzer

OwlTail

We discuss the current landscape and a couple of choice earnings reports.  0:20 – Introducing Joel Tomaino 1:10 – The structural shift to e-commerce 1:30 – Government stimulus and the diverse impacts of the current economic crisis 2:30 – How long will stimulus benefits and exacerbated e-commerce growth rates last 3:30 – Australian e-commerce plays, including Redbubble (ASX:RBL) 4:40 – E-commerce growth in mature markets compared to developing markets 5:00 – The opportunity for MercadoLibre (NASDAQ:MELI) in South America 6:20 – The opportunity for Sea (NYSE:SE) in South-East Asia 6:55 – Disney’s powerful platform and the success story of Disney Plus 8:25 – Is there pent up demand in travel? Will travel companies have their best years yet? 9:50 – Broader rotations in the market. Re-rates in growth stocks 10:45 – Frazis Capital’s auto plays (Carvana – NYSE:CVNA, Tesla – NASDAQ:TSLA) 12:45 – Changing attitudes to public transport because of COVID-19 13:40 – Where does the common cold come from? 14:10 – Market darlings showing some cracks, including Nanosonics (ASX:NAN) 14:50 – Afterpay’s (ASX:APT) European acquisitions 15:55 – Xero’s (ASX:XRO) acquisition of an invoice-lending company 17:20 – Great companies create much bigger TAMs than first estimates

We discuss the current landscape and a couple of choice earnings reports.  0:20 – Introducing Joel Tomaino 1:10 – The structural shift to e-commerce 1:30 – Government stimulus and the diverse impacts of the current economic crisis 2:30 – How long will stimulus benefits and exacerbated e-commerce growth rates last 3:30 – Australian e-commerce plays, including Redbubble (ASX:RBL) 4:40 – E-commerce growth in mature markets compared to developing markets 5:00 – The opportunity for MercadoLibre (NASDAQ:MELI) in South America 6:20 – The opportunity for Sea (NYSE:SE) in South-East Asia 6:55 – Disney’s powerful platform and the success story of Disney Plus 8:25 – Is there pent up demand in travel? Will travel companies have their best years yet? 9:50 – Broader rotations in the market. Re-rates in growth stocks 10:45 – Frazis Capital’s auto plays (Carvana – NYSE:CVNA, Tesla – NASDAQ:TSLA) 12:45 – Changing attitudes to public transport because of COVID-19 13:40 – Where does the common cold come from? 14:10 – Market darlings showing some cracks, including Nanosonics (ASX:NAN) 14:50 – Afterpay’s (ASX:APT) European acquisitions 15:55 – Xero’s (ASX:XRO) acquisition of an invoice-lending company 17:20 – Great companies create much bigger TAMs than first estimates

Episode 34: Joel Tomaino joins us