Episode 43: Strategy update 22 April 2021

0:15 – Introduction to Frazis Capital Partners. 1:45 – Sell-off trends and SPAC’s. 3:57 – Growth stocks outperforming tech indices. 6:45 – Standpoint on growth stocks. 9:18 – Software’s strong run. 11:05 – Multiple contractions and what this means. 13:30 – Teladoc Health. 14:20 – View on Appharvest. 16:45 – Batteries & developments in the lithium space. 18:30 – Thoughts on DermTech. 19:58 – Chinese regulatory risks. 22:29 – What is a stock? 24:15 – State of play for Xero. 25:25 – What do we look for in a company? 27:00 – Are we currently buying? 28:21 – Thoughts on the Redbubble quarterly results. 30:12 – Outlook on Airtasker. 31:00 – Our current best stock play. 32:24 – Perspective on Coinbase. 34:40 – Key takeaways/Summary.