Alexander Portz's guest appearances

Alexander Portz

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

Ben Krochmal

Joel Tomaino

Sam Rich

Jackie Vullinghs

Terry Hau

Brian Hartzer

OwlTail

Alexander began his career investing in technology for UK funds management giant Neptune, before joining London-based VC fund Redline Capital. It's rare indeed to speak to someone with experience across the public and private side of tech investing.  We had a fascinating chat covering robotic process automation, innovation investing, and life in venture capital vs public markets.  https://www.linkedin.com/in/alexander-portz-3a265236/ https://www.redline-capital.com/ 0:50 - Alex talks about his start in public markets 2:30 - Tech investing at Neptune Capital 3:50 - Alex discusses a high-performing company during his time at Neptune 6:20 - Michael and Alex discuss a stand-out semiconductor manufacturer 8:05 - The importance of investing in high quality companies 9:25 - Investing using an EV/Sales ratio and sales growth (Shopify as an example) 9:50 - The opportunity presented by Blue Prism 10:00 - Alex and Michael extensively discuss Blue Prism 15:05 - Alex outlines his firm's investment in Catalytic, an innovative 'SAAS-linker' 18:10 - How Alex is finding the change between public markets and venture capital (VC) 20:40 - Carrying out due diligence on a VC deal compared to public markets research (sourcing, sector research etc) 23:05 - The incentives of public companies' management to always be positive 25:45 - How Alex splits his time within VC 29:20 - Some exciting thematics, such as quantum computing 30:55 - The concept of Moore's law 33:00 - The highest quality sources of learning in quantum computing 34:24 - The opportunity in mental health software such as Catasys 36:50 - Expensive data paid for by hedge funds 39:30 - The importance of reviewing companies' real-time data before the rest of the market 41:10 - Some useful data points that can be gathered from LinkedIn 42:40 - Alex's recent public markets' investments in high growth SAAS 44:00 - Michael outlines the fund's recent strategy of buying coronavirus 'recovery plays' 47:10 - Are MongoDB and Shopify overvalued? 49:50 - Alex discusses his positive outlook on lithium 52:00 - Michael and Alex reminisce on their scientific research projects at Oxford

Alexander began his career investing in technology for UK funds management giant Neptune, before joining London-based VC fund Redline Capital. It's rare indeed to speak to someone with experience across the public and private side of tech investing.  We had a fascinating chat covering robotic process automation, innovation investing, and life in venture capital vs public markets.  <a href="https://www.linkedin.com/in/alexander-portz-3a265236/" rel="nofollow" target="_blank">https://www.linkedin.com/in/alexander-portz-3a265236/</a> <a href="https://www.redline-capital.com/" rel="nofollow" target="_blank">https://www.redline-capital.com/</a> 0:50 - Alex talks about his start in public markets 2:30 - Tech investing at Neptune Capital 3:50 - Alex discusses a high-performing company during his time at Neptune 6:20 - Michael and Alex discuss a stand-out semiconductor manufacturer 8:05 - The importance of investing in high quality companies 9:25 - Investing using an EV/Sales ratio and sales growth (Shopify as an example) 9:50 - The opportunity presented by Blue Prism 10:00 - Alex and Michael extensively discuss Blue Prism 15:05 - Alex outlines his firm's investment in Catalytic, an innovative 'SAAS-linker' 18:10 - How Alex is finding the change between public markets and venture capital (VC) 20:40 - Carrying out due diligence on a VC deal compared to public markets research (sourcing, sector research etc) 23:05 - The incentives of public companies' management to always be positive 25:45 - How Alex splits his time within VC 29:20 - Some exciting thematics, such as quantum computing 30:55 - The concept of Moore's law 33:00 - The highest quality sources of learning in quantum computing 34:24 - The opportunity in mental health software such as Catasys 36:50 - Expensive data paid for by hedge funds 39:30 - The importance of reviewing companies' real-time data before the rest of the market 41:10 - Some useful data points that can be gathered from LinkedIn 42:40 - Alex's recent public markets' investments in high growth SAAS 44:00 - Michael outlines the fund's recent strategy of buying coronavirus 'recovery plays' 47:10 - Are MongoDB and Shopify overvalued? 49:50 - Alex discusses his positive outlook on lithium 52:00 - Michael and Alex reminisce on their scientific research projects at Oxford

Episode 29: Alexander Portz joins us to talk growth investing in the UK and abroad