Episode 18: Portfolio updates and new ideas with Peter Stevens

Update: 2019-12-20

Description

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here: https://insufficientcapital.com/

If you'd like to know more about us see:

www.fraziscapitalpartners.com

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Double or Nothing Episode #12: ChatGPT, Cortes and the Aztecs

2023-02-1238:44

Episode #66: A crack in the semi facade? Angus Walker joins us

2024-04-1934:45

Episode 46: Strategy in the Life Sciences

2021-06-0631:22

Episode 41: Where to next? SPACs, rising interest rates and tech stocks

2021-03-2128:50

Episode 24: Coronavirus - what's going on? Claude joins us to talk about the impact on specific stocks, and we also cover Afterpay's results

2020-02-2824:39

Episode 21: A high-tech company with explosive growth...and various other science things you don't want to miss

2020-02-1245:59

Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment

2020-02-0532:29

Episode 19: How we’re different

2020-02-0428:01

Episode 18: Portfolio updates and new ideas with Peter Stevens

2019-12-2042:24

Episode 17: Strategy, biotech and growth investing with Eti Amegor

2019-11-2901:12:04

Episode 16: Paul Brennan goes deep on the Australian economy

2019-11-0850:25

Episode 15: Growth opportunities and the software sell-off with Peter Stevens

2019-10-2943:46

Episode 14: Value is Dead, Long Live Value with Mario Emmanuel

2019-10-1142:37

Episode 13: A chat with Anna Satouris about energy, markets and prices

2019-09-2316:27

Episode 12: We discuss a strong reporting season and our fee rebate to long term clients

2019-08-3024:53

Episode 11: Rebecca Gingell on alloy design and OxMet, an Oxford University spinout

2019-07-1846:27

Episode 10: Computing with live neurons - Clinicloud founder takes us through his latest venture

2019-05-2859:59

Episode 9: We go deep with Eti Amegor on innovation, disruption and the role of hedge funds in a portfolio

2019-05-1835:16

Episode 8: A conversation with Anna Satouris on Disney's new streaming service and portfolio protection

2019-05-1219:45

Episode 7: Michael Wayne and Michael Frazis discuss Medallion, markets, Alzheimers and biotech

2019-04-0123:39

00:00

Episode 18: Portfolio updates and new ideas with Peter Stevens

#box-pro-ellipsis-172745150292898{-webkit-line-clamp:2;}Episode 18: Portfolio updates and new ideas with Peter Stevens

Episode 18: Portfolio updates and new ideas with Peter Stevens

Michael Frazis

Episode 18: Portfolio updates and new ideas with Peter Stevens