Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report

from Frazis Capital Podcast · host Michael Frazis

Timestamps 0:15 Introduction to our strategy 2:55 How a company can lose money and still create value 4:38 Avoiding ‘deep value’ traps 5:30 Update on 2021 fund performance 6:50 How we’re investing in China 9:00 Update on FUTU’s Q2 results and why we bought more 12:18 Recently approved antibodies for COVID-19 – cause for optimism? 16:23 Update on Cettire’s FY21 results 18:03 How we evaluate business ‘quality’ 19:00 Update on Camplify’s FY21 results 21:18 Question: thoughts on Digital Turbine 22:39 Question: thoughts on the recent Square and Afterpay deal

Episode metadata supplied by the publisher feed · Published Sep 2, 2021

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Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report

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