October Strategy Update


1:00 - Our investment framework

2:30 - Why you can't afford to ignore these companies

4:18 - Question 1: How high can Redbubble go? (ASX: RBL)

6:26 - Third party data

8:38 - Question 2: When do we sell?

11:21 - Question 3: Is it too late to invest?

11:55 - What would have happened if you paid the highest price of the year for Sea  in 2018 or 2019 (NYSE: SE)

13:05 - Question 4: How does customer love work in the life sciences?

15:27 - Ultragenyx (NASDAQ: RARE) and biotech competition

16:33 - Question 5: What's the impact of the US election?

18:15 - Question 6: Will traditional investors continue to miss the boat? 

24:10 - Summary


 Contact: michael@fraziscapitalpartners.com

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