Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Double or Nothing #15 - Ozempic, AI in the sex industry, drug discovery, Stefan Zweig

Michael Frazis

Misha Saul

Double or Nothing #14: Michael Frazis and Misha Saul talk markets

State of the Market: the winners and losers in big tech cost outs 

State of the Market: the winners and losers in big tech cost outs

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

Michael Frazis and Misha Saul talk Silicon Valley bank and Submarines

Double or Nothing #13: Submarines and Silicon Valley Bank

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs.

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs

Michael Frazis gives an update on markets and technology.

Michael Frazis gives an update on markets and technology.

Frazis Capital Update - 9 February 2023

Misha Saul and Michael Frazis talk markets

Misha Saul and Michael Frazis talk markets

Double or Nothing #11: Chess, inflation, AI, software, stocks

Double or Nothing #10: Crowdstrike, inflation, 2023

Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data  6:42 – Investing strategies  10:30 – Tesla’s journey and the switch to self-driving capabilities  12:56 – David Walsh’s presentation at Sohn Conference on professional gambling  14:46 – Grindr IPO  21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets  31:44 – Lessons learned from market downturns  38:25 – Cyclicality of the semiconductor industry  39:31 – Life science industry outlook

0:12 – Latest (deflationary) inflation data  6:42 – Investing strategies  10:30 – Tesla’s journey and the switch to self-driving capabilities  12:56 – David Walsh’s presentation at Sohn Conference on professional gambling  14:46 – Grindr IPO  21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets  31:44 – Lessons learned from market downturns  38:25 – Cyclicality of the semiconductor industry  39:31 – Life science industry outlook

Double or Nothing #9: Grindr IPO, Sunrise, and inflation rolls over

Michael Frazis and Misha Saul talk SBF and inflation. 

Michael Frazis and Misha Saul talk SBF and inflation.

Double or Nothing #8: SBF

Michael Frazis, Misha Saul and guests discuss the life sciences, technology, and their latest investment ideas.

Double or Nothing! With Michael Frazis and Misha Saul

Michael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.

Michael and Mario discuss Fiat, cyclicals, value, and Aussie fundamentals.

Episode 3: Fiat, value, and the Aussie dollar

Rebecca Gingell

Alloy

This episode features a chat with Rebecca Gingell, who runs business development at OxMet Technologies, an Oxford University spin-out utilizing decades of academic modelling expertise to design and commercialize new alloys.  It turns out that almost every alloy we use in every day life was discovered long ago.  Rebecca explains how we've barely scratched the surface of the potential number of alloys, and shares some interesting facts, like why it's not actually strength that you should optimise for when designing medical alloys for bone implants.  More information on OxMet is available here: https://www.oxmet-technologies.com/  And Becky can be contacted here: https://www.linkedin.com/in/rebecca-gingell/ 

This episode features a chat with Rebecca Gingell, who runs business development at OxMet Technologies, an Oxford University spin-out utilizing decades of academic modelling expertise to design and commercialize new alloys.  It turns out that almost every alloy we use in every day life was discovered long ago.  Rebecca explains how we've barely scratched the surface of the potential number of alloys, and shares some interesting facts, like why it's not actually strength that you should optimise for when designing medical alloys for bone implants.  More information on OxMet is available here: <a href="https://www.oxmet-technologies.com/" rel="nofollow" target="_blank">https://www.oxmet-technologies.com/</a> And Becky can be contacted here: <a href="https://www.linkedin.com/in/rebecca-gingell/" rel="nofollow" target="_blank">https://www.linkedin.com/in/rebecca-gingell/</a>

Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout 

Anna Satouris

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices. 

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices.

Episode 13: A chat with Anna Satouris about energy, markets and prices

Harvey Migotti

Michael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana.   Harvey has a background in both public and private market investing, with roles at Balyasny, Amiya and Apax.   https://www.fraziscapitalpartners.com/

Michael Frazis and Harvey Migotti discuss Google, IPG Photonics and Carvana.  Harvey has a background in both public and private market investing, with roles at Balyasny, Amiya and Apax.  <a href="https://www.fraziscapitalpartners.com/" rel="nofollow" target="_blank">https://www.fraziscapitalpartners.com/</a>

Episode 6: Google, Carvana and IPG Photonics, a discussion with Harvey Migotti

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients. 

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients.

Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo.  Find more information about us here: www.fraziscapitalpartners.com And please get in touch if you have questions you'd like us to answer on the podcast, suggestions or feedback.  If you'd like to know more about us see: www.fraziscapitalpartners.com 00:28 – Coronavirus, and how to calculate the real mortality rate  02:20 – The common cold is a coronavirus  04:18 – Market performance during past pandemics  05:00 – Why you shouldn’t sell your stocks because of the coronavirus!  07:00 – Australian bushfiresand two Aussie burns innovators  07:50 – Introducing Polynovo (ASX:PNV) and how the firm’s improving the existing standard-of-care for serious burns over the incumbent, Integra  14:40 – Avita (ASX:AVH)  15:12 – Avita's RECELL system  16:16 – How ReCell improves recovery  17:10 – The opportunity in Vitiligo  19:12 – Skin grafts  19:47 – How Avita fits within our focus on customer love  20:45 – Avita’s opportunity in skin rejuvenation opportunity  22:40 – Australian life sciences successes of the past  25:10 – The real value uplift opportunity in life sciences  26:50 – More customer love!  27:18 – Avita and Polynovo's cash situation  28:40 – Mesoblast  30:50 – Bitcoin, the life sciences, and tying it all together.

Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo.  Find more information about us here: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> And please get in touch if you have questions you'd like us to answer on the podcast, suggestions or feedback.  If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> 00:28 – Coronavirus, and how to calculate the real mortality rate  02:20 – The common cold is a coronavirus  04:18 – Market performance during past pandemics  05:00 – Why you shouldn’t sell your stocks because of the coronavirus!  07:00 – Australian bushfiresand two Aussie burns innovators  07:50 – Introducing Polynovo (ASX:PNV) and how the firm’s improving the existing standard-of-care for serious burns over the incumbent, Integra  14:40 – Avita (ASX:AVH)  15:12 – Avita's RECELL system  16:16 – How ReCell improves recovery  17:10 – The opportunity in Vitiligo  19:12 – Skin grafts  19:47 – How Avita fits within our focus on customer love  20:45 – Avita’s opportunity in skin rejuvenation opportunity  22:40 – Australian life sciences successes of the past  25:10 – The real value uplift opportunity in life sciences  26:50 – More customer love!  27:18 – Avita and Polynovo's cash situation  28:40 – Mesoblast  30:50 – Bitcoin, the life sciences, and tying it all together.

Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

Mario Emmanuel

There are many ways to create value without showing after-tax profits. Michael Frazis and Mario Emmanuel discuss new approaches.https://www.fraziscapitalpartners.com/post/value-is-dead-long-live-value

There are many ways to create value without showing after-tax profits.  Michael Frazis and Mario Emmanuel discuss new approaches. <a href="https://www.fraziscapitalpartners.com/post/value-is-dead-long-live-value" rel="nofollow" target="_blank">https://www.fraziscapitalpartners.com/post/value-is-dead-long-live-value</a>

Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

Mike and Claude from A Rich Life (https://arichlife.com.au/) talk Australian growth stocks for the next decade.  If you'd like to know more about us see: www.fraziscapitalpartners.com 0:38 - Claude's background and time at Motley Fool 4:30 - Pro Medicus (PME:ASX) recommendation and discussion 6:38 - Claude touches on his investment style 8:08 - Pro Medicus as a platform business rather than just a software business 8:30 - Pro Medicus - the numbers 10:20 - Claude dives into Pro Medicus' two key revenue streams 11:50 - Michael introduces Alteryx (AYX:NYSE) and accounting standards 14:45 - Claude's worst mistake (Touchcorp) 17:30 - Claude touches on cognitive errors 18:10 - Michael discusses Afterpay (APT:ASX), comparing it to some US tech investments 19:25 - Afterpay, the YOLO stock? 21:55 - The network effects of Afterpay 22:30 - Consumer behaviour of Afterpay customers 24:38 - Claude introduces Avita Healthcare (AVH:ASX), discussed in Frazis Capital's previous podcast 26:58 - Avita's opportunity in vitiligo and skin rejuvenation 29:59 - How to value a company like Avita when there are no conventional cashflows? 32:02 - When should you sell a company like Avita? 35:20 - BARDA's funding of Polynovo (PNV:ASX) and Avita 37:40 - Claude goes through Audinate (AD8:ASX) 41:55 - Audinate's financial numbers 45:00 - Audinate's next 5 years 48:00 - Claude talks about his new project, "A Rich Life"

Mike and Claude from A Rich Life (<a href="https://arichlife.com.au/" rel="nofollow" target="_blank">https://arichlife.com.au/</a>) talk Australian growth stocks for the next decade.  If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> 0:38 - Claude's background and time at Motley Fool 4:30 - Pro Medicus (PME:ASX) recommendation and discussion 6:38 - Claude touches on his investment style 8:08 - Pro Medicus as a platform business rather than just a software business 8:30 - Pro Medicus - the numbers 10:20 - Claude dives into Pro Medicus' two key revenue streams 11:50 - Michael introduces Alteryx (AYX:NYSE) and accounting standards 14:45 - Claude's worst mistake (Touchcorp) 17:30 - Claude touches on cognitive errors 18:10 - Michael discusses Afterpay (APT:ASX), comparing it to some US tech investments 19:25 - Afterpay, the YOLO stock? 21:55 - The network effects of Afterpay 22:30 - Consumer behaviour of Afterpay customers 24:38 - Claude introduces Avita Healthcare (AVH:ASX), discussed in Frazis Capital's previous podcast 26:58 - Avita's opportunity in vitiligo and skin rejuvenation 29:59 - How to value a company like Avita when there are no conventional cashflows? 32:02 - When should you sell a company like Avita? 35:20 - BARDA's funding of Polynovo (PNV:ASX) and Avita 37:40 - Claude goes through Audinate (AD8:ASX) 41:55 - Audinate's financial numbers 45:00 - Audinate's next 5 years 48:00 - Claude talks about his new project, "A Rich Life"

Episode 22: Aussie growth stocks for the next decade? Mike and Claude talk Polynovo, Avita, Audinate, Pro Medicus and Afterpay

Peter Stevens

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here: https://insufficientcapital.com/ If you'd like to know more about us see: www.fraziscapitalpartners.com

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here: <a href="https://insufficientcapital.com/" rel="nofollow" target="_blank">https://insufficientcapital.com/</a> If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a>

Episode 18: Portfolio updates and new ideas with Peter Stevens

Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advice.   Michael discusses his firm, some investment ideas, and the outlook for financial markets, as well as Biogen's latest Alzheimer's trial failure in biotech land.  More information on Medallion and Michael Wayne can be found here:  https://www.medallionfinancial.com.au/ 

Michael Wayne is the founder of the Medallion Financial Group, a wealth management firm specialising in investment advice.  Michael discusses his firm, some investment ideas, and the outlook for financial markets, as well as Biogen's latest Alzheimer's trial failure in biotech land. More information on Medallion and Michael Wayne can be found here: <a href="https://www.medallionfinancial.com.au/" rel="nofollow" target="_blank">https://www.medallionfinancial.com.au/</a>

Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

Eti Amegor

A wide-ranging conversation with Eti Amegor, of Axius Partners.  We discuss growth investing, Carvana and our top biotech picks, including a drug to reduce stress.  Eti runs a podcast himself and asked some tough questions! This one was a lot of fun.  Eti's podcast 'Suits and Kicks' is available here: https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632  If you'd like to know more about us see: www.fraziscapitalpartners.com

A wide-ranging conversation with Eti Amegor, of Axius Partners.  We discuss growth investing, Carvana and our top biotech picks, including a drug to reduce stress.  Eti runs a podcast himself and asked some tough questions! This one was a lot of fun.  Eti's podcast 'Suits and Kicks' is available here: <a href="https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632" rel="nofollow" target="_blank">https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632</a> If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a>

Episode 17: Strategy, biotech and growth investing with Eti Amegor

Peter Stevens rejoins us to discuss investment strategy and our top new picks.  If you'd like to know more about us see: www.fraziscapitalpartners.com 1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well 3:58 – Why doing less is a key lesson 5:58 – Where Frazis Capital sits in portfolios 8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers 14:14 – Michael Frazis’s background 17:30 – The only ‘real way’ to make money 18:46 – 3 most exciting companies in the Frazis portfolio 20:34 – The thesis for investing in life sciences companies

Peter Stevens rejoins us to discuss investment strategy and our top new picks.  If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> 1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well 3:58 – Why doing less is a key lesson 5:58 – Where Frazis Capital sits in portfolios 8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers 14:14 – Michael Frazis’s background 17:30 – The only ‘real way’ to make money 18:46 – 3 most exciting companies in the Frazis portfolio 20:34 – The thesis for investing in life sciences companies

Episode 19: How we’re different

We discuss the market outlook, Disney's new streaming service and portfolio protection.

We discuss the market outlook, Disney's new streaming service and portfolio protection.

Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

Michael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Australian investors are putting their money.  Eti also talks about his blog Suits and Kicks, for high achieving professionals who want to perform at the highest level both inside and outside the office.   Available here: http://www.suitsandkicks.com/

Michael Frazis and Eti Amegor go deep into volatility, why the beginning and end of 2018 were so different, and where Australian investors are putting their money. Eti also talks about his blog Suits and Kicks, for high achieving professionals who want to perform at the highest level both inside and outside the office.  Available here: <a href="http://www.suitsandkicks.com/" rel="nofollow" target="_blank">http://www.suitsandkicks.com/</a>

Episode 4: Mike and Eti Amegor discuss volatility, real estate and how local investors are currently allocating 

Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at.  If you'd like to know more about us see: www.fraziscapitalpartners.com

Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at.  If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a>

Episode 15: Growth opportunities and the software sell-off with Peter Stevens

State of technology, famous investors, and some ways to hedge against turbulent times. 

State of technology, famous investors, and some ways to hedge against turbulent times.

Episode 5: Mike and Mario discuss some new investment ideas

Paul Brennan

Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now consults for a wide range of clients, and in his spare time, offers his expertise to university students.  It's always great to have a chat with someone who measures their market experience in decades, so this was a real privilege.  We go deep on economics, the Australian economy, what it was like in the 90s and where things might be going next.   If you'd like to know more about us see: www.fraziscapitalpartners.com Paul Brennan can be found here:  https://au.linkedin.com/in/paulbrennanassociates 

Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now consults for a wide range of clients, and in his spare time, offers his expertise to university students.  It's always great to have a chat with someone who measures their market experience in decades, so this was a real privilege.  We go deep on economics, the Australian economy, what it was like in the 90s and where things might be going next.   If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> Paul Brennan can be found here:  <a href="https://au.linkedin.com/in/paulbrennanassociates" rel="nofollow" target="_blank">https://au.linkedin.com/in/paulbrennanassociates</a>

Episode 16: Paul Brennan goes deep on the Australian economy

In this episode we recorded a fascinating chat with Hon Weng Chong, the founder CC Labs.  Hon Wen first rose to fame as a cofounder of Clinicloud, an innovative medical devices company that won FDA approval.  The firm was originally backed by Tencent and Ping An, and is now developing a new form of computing: instead of using silicon chips, they are growing live self-organising networks of neurons. They're not simulating neurons, they're actually growing them.  The technology could be applied to some of the toughest targets in artificial intelligence, and Hon's plan is to take this one step further, and put the entire computational platform on the cloud, so researchers around the world can run novel, live experiments on CC Lab's wet infrastructure.  This is cutting edge stuff, so if you want to know more or help in any way please get in touch or reach out to Hon Wen directly.   More information available here: www.cclabs.ai 

In this episode we recorded a fascinating chat with Hon Weng Chong, the founder <a href="https://www.cclabs.ai/" rel="nofollow" target="_blank">CC Labs</a>. Hon Wen first rose to fame as a cofounder of <a href="https://clinicloud.com/" rel="nofollow" target="_blank">Clinicloud</a>, an innovative medical devices company that won FDA approval. The firm was originally backed by Tencent and Ping An, and is now developing a new form of computing: instead of using silicon chips, they are growing live self-organising networks of neurons. They're not simulating neurons, they're actually growing them. The technology could be applied to some of the toughest targets in artificial intelligence, and Hon's plan is to take this one step further, and put the entire computational platform on the cloud, so researchers around the world can run novel, live experiments on CC Lab's wet infrastructure. This is cutting edge stuff, so if you want to know more or help in any way please get in touch or reach out to Hon Wen directly.  More information available here: <a href="http://www.cclabs.ai" rel="nofollow" target="_blank">www.cclabs.ai</a>

Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

Matthew Shribman has accumulated over 25 million views across platforms for his 'Science in the Bath' series, available here: https://www.youtube.com/channel/UCoSRNBi6F4jN0CYq-sRcOHQ  We talk about how birds literally 'see' the Earth's magnetic field, and cover Twist Bioscience, a company that's revolutionizing gene synthesis.  Twist is working on DNA as a viable storage medium for computers, drug discovery, genetic sequencing and synthetic biology.  This is a little more sciencey than usual, but I think you will enjoy!  If you'd like to know more about us see: www.fraziscapitalpartners.com Timestamps: 0:11 -- Introducing Matthew Shribman 3:00 -- Whale carbon sequestration  4:30 -- Matthew's bird migration project at Oxford  6:50 -- How bird compasses work  9:03 -- How to photograph molecules with lasers, prisms and mirrors  15:49 -- Our new investment in Twist - revolutionizing DNA synthesis  17:53 -- Twist's take on drug development  19:08 -- DNA as a storage medium for computers  24:33 -- Weather patterns &amp; climate explained  27:02 -- The PT extinction event  27:45 -- Pension funds and ESG investing  28:29 -- Coal &amp; the broader energy sector getting hit twice  31:00 -- The inefficiencies of "QWERTY" keyboards  36:57 -- Synthetic biology for fuel  40:33 -- Discussion on nuclear &amp; its safety  41:55 -- Israeli innovation for energy storage  44:08 -- Science innovation coming out of Oxford

Matthew Shribman has accumulated over 25 million views across platforms for his 'Science in the Bath' series, available here: <a href="https://www.youtube.com/channel/UCoSRNBi6F4jN0CYq-sRcOHQ" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCoSRNBi6F4jN0CYq-sRcOHQ</a> We talk about how birds literally 'see' the Earth's magnetic field, and cover Twist Bioscience, a company that's revolutionizing gene synthesis.  Twist is working on DNA as a viable storage medium for computers, drug discovery, genetic sequencing and synthetic biology.  This is a little more sciencey than usual, but I think you will enjoy!  If you'd like to know more about us see: <a href="http://www.fraziscapitalpartners.com" rel="nofollow" target="_blank">www.fraziscapitalpartners.com</a> Timestamps: 0:11 -- Introducing Matthew Shribman 3:00 -- Whale carbon sequestration 4:30 -- Matthew's bird migration project at Oxford 6:50 -- How bird compasses work 9:03 -- How to photograph molecules with lasers, prisms and mirrors 15:49 -- Our new investment in Twist - revolutionizing DNA synthesis 17:53 -- Twist's take on drug development 19:08 -- DNA as a storage medium for computers 24:33 -- Weather patterns &amp; climate explained 27:02 -- The PT extinction event 27:45 -- Pension funds and ESG investing 28:29 -- Coal &amp; the broader energy sector getting hit twice 31:00 -- The inefficiencies of "QWERTY" keyboards 36:57 -- Synthetic biology for fuel 40:33 -- Discussion on nuclear &amp; its safety 41:55 -- Israeli innovation for energy storage 44:08 -- Science innovation coming out of Oxford

Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

Eti Amegor of Axius Partners &amp; www.suitsandkicks.com joins us to talk allocating and investing in the strange current environment. 0:52 - Opportunities during the coronavirus 1:55 - Current investor trends regarding liquidity 3:30 - The new private equity fund being launched by Eti's firm 6:30 - Why the coronavirus is the best environment for active investment managers 8:00 - Life Sciences stocks and the coronavirus 9:30 - Mike talks through Moderna, which focuses on drug discovery and  development based on messenger RNA 10:50 - Eti and Mike talk Afterpay (again) 14:00 - The endgame... Afterpay vs Paypal 16:55 - Why Frazis Capital does not buy Big Tech 17:10 - Mike introduces MercadoLibre, a new portfolio holding 18:30 - Mike introduces Sea, another new portfolio holding 20:00 - Shopify has performed superbly... is it still worth the valuation? 23:55 - Investment thematics within Frazis Capital Partners 25:20 - Mike discusses three digital health investment opportunities 28:30 - Frazis Capital's recent approach to a more diversified portfolio construction 34:30 - The fund's approach to adding new positions to the portfolio 37:10 - The underperformance of 70+ stock portfolios 41:00 - The issues that fund managers face when running highly consolidated portfolios 43:50 - Why Eti believes that Frazis Capital is in the 'sweet spot' 52:00 - Frazis Capital's up and coming webinar

Eti Amegor of Axius Partners &amp; <a href="http://www.suitsandkicks.com" rel="nofollow" target="_blank">www.suitsandkicks.com</a> joins us to talk allocating and investing in the strange current environment. 0:52 - Opportunities during the coronavirus 1:55 - Current investor trends regarding liquidity 3:30 - The new private equity fund being launched by Eti's firm 6:30 - Why the coronavirus is the best environment for active investment managers 8:00 - Life Sciences stocks and the coronavirus 9:30 - Mike talks through Moderna, which focuses on drug discovery and  development based on messenger RNA 10:50 - Eti and Mike talk Afterpay (again) 14:00 - The endgame... Afterpay vs Paypal 16:55 - Why Frazis Capital does not buy Big Tech 17:10 - Mike introduces MercadoLibre, a new portfolio holding 18:30 - Mike introduces Sea, another new portfolio holding 20:00 - Shopify has performed superbly... is it still worth the valuation? 23:55 - Investment thematics within Frazis Capital Partners 25:20 - Mike discusses three digital health investment opportunities 28:30 - Frazis Capital's recent approach to a more diversified portfolio construction 34:30 - The fund's approach to adding new positions to the portfolio 37:10 - The underperformance of 70+ stock portfolios 41:00 - The issues that fund managers face when running highly consolidated portfolios 43:50 - Why Eti believes that Frazis Capital is in the 'sweet spot' 52:00 - Frazis Capital's up and coming webinar

Episode 28: Moving up against the market

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