Jackie from Airtree on tech

Michael Frazis

Frazis Capital

Jackie Vullinghs joined us to talk VC opportunities and tech valuations, available on iTunes and Spotify

Jackie Vullinghs read history at Magdalene College, Cambridge, where she was awarded a first class degree (and more than one university blue), before starting her professional career in equity derivatives in London. After a stint as chief of staff for a UK startup, Jackie moved to Australia and is currently a Principal at Airtree Ventures. I highly recommend Jackie's very well-written substack

Jackie Vullinghs @ Airtree
0:11 - Introducing Jackie
0:54 - University in Australia vs the UK
3:08 - Interviewing at Oxford and Cambridge
3:56 - Approach to VC interviews with company founders
5:55 - Jackie discusses AirTree's key portfolio focus (digital health, fintech, consumer)
6:48 - Companies are staying private for longer, is that good or bad?
8:38 - How sustainable are the accelerations of digital health and ecommerce?
9:57 - Low relative penetration of ecommerce in Australia
11:25 - Equity derivatives in London
13:39 - Jackie's shift to start-up, Listable, Kalo
14:50 - August tech runup & option trading
20:46 - Alex Danco: are founders allowed to lie when selling a vision?
21:58 - Short reports and long-term growth of heavily shorted companies
24:27 - Interviews are a valid test for start-up hopefuls
26:14 - Creative arts and consumer tools to monetise creative pursuits
27:58 - Online writing & Jackie's substack ((VIEW LINK))
31:00 - As a collective, do retail investors make money?
33:03 - Snowflake IPO
34:26 - A Cloud Guru
37:15 - B2B SaaS playbook
39:08 - Jackie discusses AirTree
40:19 - The rise of new VC funds
41:45 - Listed vs. unlisted companies
42:50 - Comparing investment memos
45:08 - Customer love, competition and growth
49:16 - Pricing and flexibility of managed funds
51:26 - External descriptions of market shifts
52:21 - Spaceship voyager & superannuation
55:33 - Real Estate investment

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Michael Frazis
Founder and Portfolio Manager
Frazis Capital

Michael manages a global equity investment fund focused on technology and the life sciences. Michael completed undergraduate and graduate chemistry degrees at Magdalen College, Oxford University, and studied finance at the London School of Economics

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