Today’s guest is Michael Frazis, founder of Frazis Capital Partners.

Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love.

He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit!

You don't want to miss this episode.

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