Frazis Capital Podcast

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