Frazis Capital Podcast

Michael Frazis gives an update and answers questions.  0:26 – Introduction 1:10 – Performance update 1:58 – Comments on the NASDAQ100’s strong rally 2:46 – The performance of small-mid cap companies 3:38 – An analyse of where our returns have come from over the years 4:20 – Our past investment in bluebird bio 5:39 – Our IPO/pre-IPO investments in the life sciences 6:57 – We funded a PhD fellowship on research into Dystonia 8:45 – True customer love and explosive growth 9:14 – Our take on ESG and the rising coal prices 10:40 – The effects of currency fluctuations on a fund’s performance 12:23 – Drivers in the value of the AUD 13:36 – Comments on Opendoor and the three industries that are resistant to ecommerce 16:25 – Comments on Upstart 18:42 – Thoughts on the decline in digital health companies 20:03 – Question #1: What do you think of PointsBet? 21:31 – Question #2: Do we still hold Guardent and Dermtech? 23:30 – Question #3: The contribution of the life science companies to the fund’s performance 26: