Frazis Capital Podcast

Episode 48: SALT interview with Rachel Pether - true love and explosive growth

Informações:

Synopsis

Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in industries like the ‘buy now, pay later’ space. Frazis explains how vaccine development is a long process involving extensive trials and how the emergency approval of Moderna’s vaccine allowed the company to prove the mRNA concept, providing the company a significant boost.     TIMESTAMPS  0:00 - Intro and background  2:39 - Founding his company at 29 and investing strategy  11:38 - Evaluating polarizing stocks like Tesla  15:08 - Investing psychology  18:45 - Processing investment information  23:17 - Investing in industry creators  25:31 - Moderna and life sciences investments  31:43 - Dogecoin case study