Episode 19: How we’re different
Update: 2020-02-04
Description
Peter Stevens rejoins us to discuss investment strategy and our top new picks.
If you'd like to know more about us see:
www.fraziscapitalpartners.com
1:00 – Recap of 2019; how shorts hampered performance and the stocks that went well
3:58 – Why doing less is a key lesson
5:58 – Where Frazis Capital sits in portfolios
8:06 – How companies like Xero and Afterpay shot the lights out and how investors can find the next 20-baggers
14:14 – Michael Frazis’s background
17:30 – The only ‘real way’ to make money
18:46 – 3 most exciting companies in the Frazis portfolio
20:34 – The thesis for investing in life sciences companies
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