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