Frazis Capital Podcast

Double or Nothing with Misha Saul and Michael Frazis 0:15 – Preview and thoughts on Jerome Powell’s upcoming speech 1:00 – Update on Nvidia’s recent earnings and the wider semiconductor industry 12:10 – Farfetch update and latest earnings 15:45 – Notable small cap and GARP stocks 17:23 – Qantas recent performance and share buyback announcement 22:46 – Nathan Tinkler’s proposed coal mine acquisition 26:31 – Texas government order for divestment of all Blackrock holdings due to hostility on fossil fuels 28:06 – Andrew Forrest’s rise in the mining industry 34:05 – Assessment of Farfetch’s success and outlook 38:15 – Cettire – ASX listed Australian luxury goods company 42:19 – Rise and fall of Marley Spoon 49:20 – Summary and wrap-up