Episode 30: Plug Power, Solaredge, and a market update FrazPod

Peter Stevens rejoins us to discuss some of our environmentally friendly investments.



0:30 - The continued dispersion between technology and the rest of the market

0:50 - The successes of Pinduoduo, Carvana and Afterpay

1:28 - Frazis Capital's successful diversification away from a highly concentrated portfolio

2:33 - Comparing today's hot tech businesses with the hot auto businesses of the past

3:00 - Michael introduces Plug Power (NASDAQ:PLUG), a hydrogen fuel cell manufacturer and one of the fund's most exciting holdings

5:00 - Introducing the Frazis Capital Youtube channel

5:50 - Michael introduces Chinese software firm, Kingsoft Corporation (HKG:3888)

7:00 - Peter and Michael discuss the various factors influencing the systematic underpricing of IPOs 

10:10 - Cochlear's (ASX:COH) lucrative discounted capital raising 

11:35 - The value that Frazis Capital can add to your portfolio

12:40 - Solaredge (NASDAQ:SEDG), an innovative Israeli solar provider and portfolio position

14:40 - ESG investing and the importance of being forward-looking