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Contenido proporcionado por Michael Frazis. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael Frazis o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report
Manage episode 316836601 series 3126091
Contenido proporcionado por Michael Frazis. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael Frazis o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Timestamps
0:15 Introduction to our strategy
2:55 How a company can lose money and still create value
4:38 Avoiding ‘deep value’ traps
5:30 Update on 2021 fund performance
6:50 How we’re investing in China
9:00 Update on FUTU’s Q2 results and why we bought more
12:18 Recently approved antibodies for COVID-19 – cause for optimism?
16:23 Update on Cettire’s FY21 results
18:03 How we evaluate business ‘quality’
19:00 Update on Camplify’s FY21 results
21:18 Question: thoughts on Digital Turbine
22:39 Question: thoughts on the recent Square and Afterpay deal
89 episodios
Episode 51: New antibodies, vaccines, and our portfolio companies Cettire, Futu, and Camplify report
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Manage episode 316836601 series 3126091
Contenido proporcionado por Michael Frazis. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael Frazis o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Timestamps
0:15 Introduction to our strategy
2:55 How a company can lose money and still create value
4:38 Avoiding ‘deep value’ traps
5:30 Update on 2021 fund performance
6:50 How we’re investing in China
9:00 Update on FUTU’s Q2 results and why we bought more
12:18 Recently approved antibodies for COVID-19 – cause for optimism?
16:23 Update on Cettire’s FY21 results
18:03 How we evaluate business ‘quality’
19:00 Update on Camplify’s FY21 results
21:18 Question: thoughts on Digital Turbine
22:39 Question: thoughts on the recent Square and Afterpay deal
89 episodios
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continue reading
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continue reading
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