Matthew Shribman has accumulated over 25 million views across platforms for his 'Science in the Bath' series, available here: https://www.youtube.com/channel/UCoSRNBi6F4jN0CYq-sRcOHQ 

We talk about how birds literally 'see' the Earth's magnetic field, and cover Twist Bioscience, a company that's revolutionizing gene synthesis.  Twist is working on DNA as a viable storage medium for computers, drug discovery, genetic sequencing and synthetic biology.  This is a little more sciencey than usual, but I think you will enjoy! 

If you'd like to know more about us see:

www.fraziscapitalpartners.com

Timestamps:

0:11 -- Introducing Matthew Shribman

3:00 -- Whale carbon sequestration

Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo.  Find more information about us here: www.fraziscapitalpartners.com And please get in touch if you have questions you'd like us to answer on the podcast, suggestions or feedback. 

If you'd like to know more about us see:

www.fraziscapitalpartners.com

00:28 – Coronavirus, and how to calculate the real mortality rate 

02:20 – The common cold is a coronavirus 

04:18 – Market performance during past pandemics 

05:00 – Why you shouldn’t sell your stocks because of the coronavirus! 

07:00 – Australian bushfiresand two Aussie burns innovators 

07:50 – Introducing Polynovo (ASX:PNV) and how the firm’s improving the existing standard-of-care for serious burns over the incumbent, Integra 

14:40 – Avita (ASX:AVH) 

15:12 – Avita's RECELL system 

16:16 – How ReCell improves recovery 

17:10 – The opportunity in Vitiligo 

19:12 – Skin grafts 

19:47 – How Avita fits within our focus on customer love 

20:45 – Avita’s opportunity in skin rejuvenation opportunity 

22:40 – Australian life sciences successes of the past 

25:10 – The real value uplift opportunity in life sciences 

26:50 – More customer love! 

27:18 – Avita and Polynovo's cash situation 

28:40 – Mesoblast 

30:50 – Bitcoin, the life sciences, and tying it all together.

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

Peter Stevens joins us to talk about some of our long held investments and latest new ideas. Peter Stevens has rejoined Frazis Capital Partners, and writes his own market blog here: https://insufficientcapital.com/

If you'd like to know more about us see:

www.fraziscapitalpartners.com

A wide-ranging conversation with Eti Amegor, of Axius Partners. 

We discuss growth investing, Carvana and our top biotech picks, including a drug to reduce stress. 

Eti runs a podcast himself and asked some tough questions! This one was a lot of fun. 

Eti's podcast 'Suits and Kicks' is available here: https://podcasts.apple.com/au/podcast/suits-and-kicks/id1454889632 

If you'd like to know more about us see:

www.fraziscapitalpartners.com

Paul Brennan is a markets veteran with over 20 years at Citigroup in Australia, most recently as Chief Economist. He now consults for a wide range of clients, and in his spare time, offers his expertise to university students.  It's always great to have a chat with someone who measures their market experience in decades, so this was a real privilege.  We go deep on economics, the Australian economy, what it was like in the 90s and where things might be going next.  

If you'd like to know more about us see:

www.fraziscapitalpartners.com

Paul Brennan can be found here: 

https://au.linkedin.com/in/paulbrennanassociates 

Peter Stevens joins us to talk about the recent growth sell off and the new opportunities and investment ideas we're looking at. 

If you'd like to know more about us see:

www.fraziscapitalpartners.com

Recorded 16 September, 2019, this podcast features Anna Satouris and a discussion around energy, markets and prices. 

Michael Frazis and Anna Satouris discuss Carvana, Afterpay, Pinduoduo and our recent fee rebate to long term clients.