Episode 19: How we’re different

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