Eti Amegor of Axius Partners (and (VIEW LINK) joins us to talk about how some sectors are rallying while the market itself stays under pressure.
0:52 - Opportunities during the coronavirus
1:55 - Current investor trends regarding liquidity
3:30 - The new private equity fund being launched by Eti's firm
6:30 - Why the coronavirus is the best environment for active investment managers
8:00 - Life Sciences stocks and the coronavirus
9:30 - Mike talks through Moderna, which focuses on drug discovery and development based on messenger RNA
10:50 - Eti and Mike talk Afterpay (again)
14:00 - The endgame... Afterpay vs Paypal
16:55 - Why Frazis Capital does not buy Big Tech
17:10 - Mike introduces MercadoLibre, a new portfolio holding
18:30 - Mike introduces Sea, another new portfolio holding
20:00 - Shopify has performed superbly... is it still worth the valuation?
23:55 - Investment thematics within Frazis Capital Partners
25:20 - Mike discusses three digital health investment opportunities
28:30 - Frazis Capital's recent approach to a more diversified portfolio construction
34:30 - The fund's approach to adding new positions to the portfolio
37:10 - The underperformance of 70+ stock portfolios
41:00 - The issues that fund managers face when running highly consolidated portfolios
43:50 - Why Eti believes that Frazis Capital is in the 'sweet spot'
52:00 - Frazis Capital's up and coming webinar