Frazis Capital Podcast

124 Episodes

Reverse

#104: Frazis Capital Partners Update

2026-09-1426:24

Webinar update

#103: September Update

2026-09-0728:10

September 1st: Frazis Capital Partners Market Update

#102: September 1st Frazis Capital Update

2026-09-0728:10

Market Update from Frazis Capital Partners

#101: Neoclouds, semiconductors and opportunities in healthcare and software

2026-07-0622:42

00:00 Welcome back01:20 Building the portfolio gradually02:10 Semiconductor sell-off04:00 Why active management matters05:30 AI infrastructure07:30 Software weakness11:30 Risk management13:30 Growth investing misconceptions15:30 Current opportunities in healthcare

#100: Market Update & Launch of ROAR

2026-06-1231:40

ASX: ROAR

#box-pro-ellipsis-17932453003330{-webkit-line-clamp:2;}Frazis Capital Podcast