Frazis Capital

FCP invests in technology and the life sciences, with explosive growth and widely loved products. Managed by @michaelfrazis

[Michael Frazis @michaelfrazis]

And Plug Power joins the 6x group! $PLUG

[Michael Frazis @michaelfrazis]

Not going to take long before EVs overtake gasoline

[Michael Frazis @michaelfrazis]

Wouldn’t be surprised if aussie small caps take a tumble here. All these IPOs are sucking the heat out of the market

[Michael Frazis @michaelfrazis]

Trust the United States to have ‘for-profit’ whistleblowing https://t.co/rQA0ifOij8

[Insufficient Capital @insufficientcap]

Is that performance a typo? 🤩 Amazing

[Frazis Capital @FrazisCapital]

Proud to report +69% net over the last 12 months - latest investment update here:
https://t.co/eFI5CTdVxW $RBL $ETSY $PDD

[Frazis Capital @FrazisCapital]

Our life sciences positions are certainly keeping up with the technology.

[Michael Frazis @michaelfrazis]

Reminds me of Twist - should have bought more! $TXG

[Michael Frazis @michaelfrazis]

If I was buying blue chips I'd be loading up on Ilumina right now

[Frazis Capital @FrazisCapital]

Was great to do a podcast with Jarred Shein, who is a wealth of knowledge on all things digital health

[Michael Frazis @michaelfrazis]

Jarred Shein joined us to talk all things digital health, the sustainability of recent trends, the Teladongo merger, and local plays in Australia... $tdoc $lvgo https://t.co/AQeZ1ihFx3

[Michael Frazis @michaelfrazis]

Easiest money in the game: Iconiq Capital, a multifamily office whose clients include Facebook Inc.’s Mark Zuckerberg, LinkedIn Corp.’s Reid Hoffman and Twitter Inc.’s Jack Dorsey, took part in multiple Snowflake funding rounds beginning in 2017. Its 12% stake in the company ...

[Michael Frazis @michaelfrazis]

Shows what you can do when you follow the love... +15% for August, +54% net for the calendar year-to-date
https://t.co/W5t8TByJfA @FrazisCapital

[Michael Frazis @michaelfrazis]

Big divergence between ultra bullish retail and (still) bearish instos. There's fuel for this fire to burn still.

[Michael Frazis @michaelfrazis]

This Astrazeneca news highlights why biotech is so cool. The stakes are so high, the work is so complex, and tragedy can strike at any time. Couldn't have more respect for those in the field. $AZN

[Frazis Capital @FrazisCapital]

A very topical podcast out now

[Michael Frazis @michaelfrazis]

New podcast up with Sam Rich talking Paypal vs Afterpay, Crowdstrike and travel stocks $APT $PYPL $CRWD iTunes: https://t.co/kDlYL6gP96 Spotify: https://t.co/ndM5vzHTqT

[Frazis Capital @FrazisCapital]

Australian interest rates have been held at 0.25% (no surprise on consensus).

[Michael Frazis @michaelfrazis]

We are now live on #TikTok https://t.co/BPNPsjivrw

[Frazis Capital @FrazisCapital]

New YouTube video out now. Numerous other strategy updates are available on the YouTube channel

[Michael Frazis @michaelfrazis]

Thoughts on recent acquisitions by Afterpay and Xero, and market rotations https://t.co/MTkFfPktvh $APT $XRO $DIS

[Michael Frazis @michaelfrazis]

The fund advanced +6% for July, taking us to +46% net over the last 12 months.

Update on where we think things might be going next.

https://t.co/6uFghL2UTq