<p>Today’s guest is Michael Frazis, founder of <a href="https://www.fraziscapitalpartners.com/" rel="noopener noreferrer" target="_blank">Frazis Capital Partners.</a> </p><br><p>Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. </p><br><p>He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit! </p><br><p>You don't want to miss this episode. </p><br><p>—------</p><br><p>Want to get involved in the podcast? Record <a href="https://www.speakpipe.com/EquityMates" rel="noopener noreferrer" target="_blank">a voice note</a> or send us a message on <a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank">our website</a> and we'll play it on the podcast.</p><br><p>—------</p><br><p><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our daily news email</a> to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.</p><br><p>—------</p><br><p>Have an investing question?</p><ul><li>Ask via<a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank"> our website</a> and we'll answer it on the podcast.</li><li>Join the conversation in the<a href="https://www.facebook.com/groups/equitymates" rel="noopener noreferrer" target="_blank"> Facebook Discussion Group</a></li><li>Or get put in touch with a professional financial advisor by<a href="https://equitymates.com/advice/" rel="noopener noreferrer" target="_blank"> filling out this form</a></li></ul><p><br></p><p>Want more Equity Mates?</p><ul><li><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our email</a> to keep up with business news&nbsp;</li><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> |<a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank"> Spotify</a>)</li><li>Watch Equity Mates<a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank"> on YouTube</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

Equity Mates Investing Podcast

Equity Mates Media

Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech

OCT 31, 202445 MIN
Equity Mates Investing Podcast

Expert: Michael Frazis - Ozempic, semiconductors, AI & the next big biotech

OCT 31, 202445 MIN

Description

<p>Today’s guest is Michael Frazis, founder of <a href="https://www.fraziscapitalpartners.com/" rel="noopener noreferrer" target="_blank">Frazis Capital Partners.</a> </p><br><p>Michael is noted for his growth-investing framework searching for companies that are fast growing with deep customer love. </p><br><p>He joins us today to unpack what he’s seeing in biotech, semiconductors, AI and GLP-1 drugs. With his fund up 74% so far this year - he’s obviously seeing a fair bit! </p><br><p>You don't want to miss this episode. </p><br><p>—------</p><br><p>Want to get involved in the podcast? Record <a href="https://www.speakpipe.com/EquityMates" rel="noopener noreferrer" target="_blank">a voice note</a> or send us a message on <a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank">our website</a> and we'll play it on the podcast.</p><br><p>—------</p><br><p><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our daily news email</a> to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.</p><br><p>—------</p><br><p>Have an investing question?</p><ul><li>Ask via<a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank"> our website</a> and we'll answer it on the podcast.</li><li>Join the conversation in the<a href="https://www.facebook.com/groups/equitymates" rel="noopener noreferrer" target="_blank"> Facebook Discussion Group</a></li><li>Or get put in touch with a professional financial advisor by<a href="https://equitymates.com/advice/" rel="noopener noreferrer" target="_blank"> filling out this form</a></li></ul><p><br></p><p>Want more Equity Mates?</p><ul><li><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our email</a> to keep up with business news&nbsp;</li><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> |<a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank"> Spotify</a>)</li><li>Watch Equity Mates<a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank"> on YouTube</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>