Frazis Capital Podcast

Misha Saul and Michael Frazis talk markets

Double or Nothing #10: Crowdstrike, inflation, 2023

0:12 – Latest (deflationary) inflation data  6:42 – Investing strategies  10:30 – Tesla’s journey and the switch to self-driving capabilities  12:56 – David Walsh’s presentation at Sohn Conference on professional gambling  14:46 – Grindr IPO  21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets  31:44 – Lessons learned from market do...

Michael Frazis and Misha Saul talk SBF and inflation. 

Double or Nothing #7: Nuclear war? And Facebook, Square, Microsoft, Google

Misha Saul and Michael Frazis discuss latest developments in global markets. 

Double or Nothing with Michael Frazis and Misha Saul.  Adobe buys Figma, Ancient and Modern heroes, and CPI prints

0:32 – Passing of Queen Elizabeth II 7:35 – Kim Kardashian’s new private equity play 9:16 – Collapse in price of crude oil 13:12 – Market and inflation outlook 15:32 – Twilio 21:19 – Whitehaven Coal 24:37 – Update on VC Fund deals 32:02 – Summary and wrap-up

Artificial intelligence gets creative and Powell speaks at Jackson Hole

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 acquisitio...

Trialling a new format, and joined by Misha Saul. Please let us know what you think!

Michael Frazis gives a market update. Detailed notes to follow.

An interview with Dr Stephen Tisch, who is researching treatment methods for dystonia at St Vincent's Hospital, Sydney.  If you would like to support Neurology and Neurosciences Research at St Vincent’s please visit www.supportstvincents.com click Donate, and select 'Neurosciences Research' from the drop-down menu.     Or contact Nicole at the St Vincent’s Curran Foundation on...

Strategy update recorded live on 22 December 2021 (Timestamps to follow)

Misha Saul on markets, life, family, and violence in Western society

Michael Frazis reviews the market.   1:35 – Fallen angels & Fed balance sheet taper 3:53 – Comments on Coupa 7:26 – Lightspeed 8:35 – Teladoc  13:15 – Twilio  14:40 – Roku  18:10 – Upstart 19:16 – EBR Systems 20:40 – PayPal and Visa 24:52 – Coupang  29:50 – Thoughts on inflation 31:46 – Question #1: Sea Limited 32:12 – Question #2: Comments on mid-cap growth companies...

1:00 – Thoughts on the recent inflation data from the US 3:06 – The 6% differential between the Fed funds rate and inflation, and its impact on the economy 4:31 – Parallels with inflation spikes in the seventies and nineties 7:36 – The effect of inflation on the Australian dollar 7:46 – The effect of inflation on companies – Cloudflare 9:00 – Comments on Lightspeed 9:43 – Comments on Cettire 10:27...

0:58   Launch of our Venture Fund 3:04   The benefits of pre-IPO access and our investment in Camplify 4:58   Private access to fast growing companies like Mawson Infrastructure 6:05   Zillow’s shrinking growth model 11:05 Comparative management decisions between Opendoor and Zillow 15:54 More on Zillow’s travails and management 17:29 The importance of customer love – Tesla 18:...

Henry joins us to talk about his journey and experiences with surface science, engineering, and the US Airforce.  Timestamps 0:35 – How did MicroTau come to be? 2:08 – Henry discusses his involvement with InnoCentive challenges 5:16 – A challenge from the US Air Force Research Laboratory 6:26 – What is drag? 8:26 – How riblets found on shark skin can reduce drag 11:20 – Printing with light to...

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 fell...

Timestamps 0:15 Introduction to our strategy 2:55 How a company can lose money and still create value 4:38 Avoiding ‘deep value’ traps 5:30 Update on 2021 fund performance 6:50 How we’re investing in China 9:00 Update on FUTU’s Q2 results and why we bought more 12:18 Recently approved antibodies for COVID-19 – cause for optimism? 16:23 Update on Cettire’s FY21 results 18:03 How we evaluate busines...

Michael Frazis gives an update

Michael Frazis gives an update. 

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. Fra...

Michael Frazis attempts to understand the FDA's decision to approve Biogen's aducanumab for Alzheimer's and the possible ramifications.