Frazis Capital Podcast

Peter Stevens joins us once again - and will upload notes for this shortly. 

Michael Frazis and Peter Stevens discuss the latest developments.

Peter Stevens joins us to talk about the market sell-off, how we're positioned, and interesting opportunities that we've found.  If you'd like to know more about us see: www.fraziscapitalpartners.com Peter writes his own market commentary here:  https://insufficientcapital.com/ 0:24 – Peter wipes away his tears 0:50 – There’s growth and then there’s growth (e.g. Afterpay vs Zip) 1:30 – Why you should pay up for quality businesses 2:17 – Illiquidity during sell-offs 2:50 – Electro Optic Systems (ASX:EOS), a great business that does not fit ESG criteria 3:35 – Analysing quality within the WAAAX (the Australian equivalent of the FAANG) 4:54 – Frazis Capital’s avoidance of education and tourism stocks 5:50 – Peter and Michael look at Qantas (ASX:QAN), Australia’s major airline 7:40 – Theoretically maintaining a 20% cash position 8:00 – Michael discusses Ray Dalio’s “Principles” 9:25 – Carvana (NYSE:CVNA), Frazis Capital’s largest coronavirus casualty 10:22 – Afterpay’s (ASX:APT) accelerating growth and

Three things you didn't know about the the virus, an Aussie company that stands to benefit, and two in the United States. Afterpay's results... this was a quick one, but a good one. If you'd like to know more about us see: www.fraziscapitalpartners.com You can find Claude at  www.arichlife.com.au 0:50 – Michael gives an update on the underlying science of the latest coronavirus 1:44 – The importance of understanding the spike protein 2:05 – Why the coronavirus is so much more infectious than SARS 3:14 – Claude shares his thoughts on how the spread of the coronavirus may play out 3:30 – Michael discusses the recent coronavirus tests using SARS antibodies 5:02 – Claude reveals his plan of action if Australian coronavirus transmission increases 6:20 – Discussion of Swine Flu 7:30 – The issue with unpredictable virus mutation 9:30 – The effects of temperature on the coronavirus 11:00 – Discussion of Biotron (ASX:BIT), an Australian biotech which could combat coronavirus 11:23 – Claude discusses his position

Episode 23: Time to sell? Mike and Claude go through EML, Shopify, Wisetech and other cult stocks in the market right now. If you'd like to know more about us see: www.fraziscapitalpartners.com 1:08 - Michael and Claude discuss EML Payments (ASX:EML) 1:44 - The ethical dilemma of EML’s gambling exposure 2:40 - Problems relating to the sale high growth stocks 3:16 - EML’s acquisition of Prepaid Financial Services 3:44 - Accusations from Ownership Matters concerning EML 6:50 - The issue with ‘EBITDA’ as a financial metric 9:05 - Michael and Peter Stevens’ thoughts on EML 10:03 - The long-term threat for EML 10:50 - The macroeconomic impact of the coronavirus  12:10 - Does coronavirus’ growing risk as a pandemic change Frazis Capital’s view of market conditions? 13:45 - Chinese stimulus countering the impacts of the coronavirus 15:35 - Luxury brands negatively impacted by the coronavirus as shopping numbers fall  16:58 - Many Australian technology businesses are still trading at high multiples of sales

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 vitil

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

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 fi

Peter Stevens rejoins us to discuss investment strategy and our top new picks. 

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/

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  And you can find more about us here: www.fraziscapitalpartners.com

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.  Paul Brennan can be found here: https://au.linkedin.com/in/paulbrennanassociates And you can find more information about us and subscribe to our newsletters here: 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. 

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

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

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

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/ 

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 have a chat with Eti Amegor, director of Axius Partners and founder of Suits and Kicks ( http://www.suitsandkicks.com/ ). At Axius, Eti advises and raises capital for some of the most distinguished and highest returning investment funds in the world. We discuss innovation and disruption in technology, and the role of hedge funds in a portfolio. 

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