Frazis Capital Podcast

1.40 - Quick review of 2020  2.35 - How to survive huge market swings like March 2020 and 2008-2009  3.45 - Discussion on support mechanisms in place in equity markets (central banks, fiscal stimulus, actions by management teams, etc)  5.45 - Current investment strategy is to stay invested & make sure we are constantly holding winners  7.35 - Sound fundamental reasons why companies with intense customer love, explosive growth, and market leadership perform so well  8.15 - Our companies are investing heavily. When revenue comes in they open new offices, hire marketing staff and etc which promises a greater return on investment. Many categorise these investments as costs, which gives the opposite (incorrect) answer  10.17 - Investment in tech and the "companies of the future" requires long term investment with value creation over 5 - 10 years  11.50 - Question: Have you invested in Nio? Nio capitalises on the necessity of an electric China. There is demand in the Chinese e