Frazis Capital Podcast

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 – Marke