Sign up to save your podcasts
Or
Share How pros identify future market leaders | Superhero: Sidekick
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How pros identify future market leaders | Superhero: Sidekick
Smart investments aren’t always the cheapest - they’re in the businesses customers love.
In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet.
Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast.
He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power.
Here’s what we cover:
- Why 100%+ organic growth isn’t rare if you know where to look
- How to spot “customer love” through margins, market share and waitlists
- How Frazis Capital manages risk with momentum models and aggressive take-profits
- What volatility, macro models and market psychology are telling us right now
- Why the next recession might not look like the last and what to expect
- Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game
Sidekick is brought to you by Superhero (www.superhero.com.au).
Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.
__________
Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.
Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.
Learn more about why Aussies choose Superhero.
__________
Did you enjoy this episode?
- Subscribe to us on Spotify | Apple Podcasts | YouTube.
- Keep up to date with market news and updates on Facebook | Instagram | Twitter.
- Learn more about investing and superannuation from our blog.
__________
Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By SuperheroSmart investments aren’t always the cheapest - they’re in the businesses customers love.
In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet.
Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast.
He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power.
Here’s what we cover:
- Why 100%+ organic growth isn’t rare if you know where to look
- How to spot “customer love” through margins, market share and waitlists
- How Frazis Capital manages risk with momentum models and aggressive take-profits
- What volatility, macro models and market psychology are telling us right now
- Why the next recession might not look like the last and what to expect
- Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game
Sidekick is brought to you by Superhero (www.superhero.com.au).
Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.
__________
Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.
Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.
Learn more about why Aussies choose Superhero.
__________
Did you enjoy this episode?
- Subscribe to us on Spotify | Apple Podcasts | YouTube.
- Keep up to date with market news and updates on Facebook | Instagram | Twitter.
- Learn more about investing and superannuation from our blog.
__________
Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.
Hosted on Acast. See acast.com/privacy for more information.