Henry joins us to talk about his journey and experiences with surface science, engineering, and the US Airforce.  Timestamps 0:35 – How did MicroTau come to be? 2:08 – Henry discusses his involvement with InnoCentive challenges 5:16 – A challenge from the US Air Force Research Laboratory 6:26 – What is drag? 8:26 – How riblets found on shark skin can reduce drag 11:20 – Printing with light to create nano-scale features on surfaces 15:14 – Henry talks about his unexpected success with the US Air Force challenge 17:54 – Submitting a business proposal to the US Air Force 19:47 – The process of implementing the technology 22:13 – The carbon and cost savings associated with reducing friction drag on large-scale aircrafts 24:04 – The applications of MicroTau’s technology 27:18 – How the product will scale to large-scale surfaces 28:37 – MicroTau’s revenue model 30:35 – The process of approval in a highly-regulated industry 32:45 – MicroTau’s funding sources 33:30 – Support for start-ups in Australia 35:27 – What are some of the other applications for these riblets? 40:37 – Different types of surfaces and their applications 41:11 – Gecko pads 43:08 – Optical applications including visual adaptive camouflage 46:00 – Namib beetles 47:08 – What’s next for MicroTau? 48:48 – Growing the team 50:02 – MicroTau’s first active flight test this year

Frazis Capital Podcast

Episode 53: How to build a deep tech company in aerospace from scratch, with Henry Bilinsky, founderCEO of MicroTau

Michael Frazis gives an update and answers questions. 

Episode 52: 20 September 2021 Update and Questions Answered

Episode 51: An interesting antibody and Cettire, Futu and Camplify report

Episode 50: Reporting season and the next big thing in the life sciences

Episode 49: Regulatory crackdown in China and Square's acquisition of Afterpay

Michael Frazis describes his investment company’s strategy that involves a 30-40 year view, not panicking and diverting the approach during dips and rallies. Evaluating growth stocks involves identifying customer love for a product or service which acts a key indicator of explosive growth potential. This approach is utilized in picking winners in industries like the ‘buy now, pay later’ space. Frazis explains how vaccine development is a long process involving extensive trials and how the emergency approval of Moderna’s vaccine allowed the company to prove the mRNA concept, providing the company a significant boost.     TIMESTAMPS  0:00 - Intro and background  2:39 - Founding his company at 29 and investing strategy  11:38 - Evaluating polarizing stocks like Tesla  15:08 - Investing psychology  18:45 - Processing investment information  23:17 - Investing in industry creators  25:31 - Moderna and life sciences investments  31:43 - Dogecoin case study  35:30 - Growth stocks amid inflation

Episode 48: SALT interview with Rachel Pether - true love and explosive growth

Michael Frazis attempts to understand the FDA's decision to approve Biogen's aducanumab for Alzheimer's and the possible ramifications. 

Episode 47: A disastrous decision from the FDA

Timestamps  ·      0:32 – Our fast-growing portfolio companies ·      2:21 - Frazis life sciences strategy update ·      5:18 – RNAi Biology ·      7:15 – Alnylam: RNAi clinical development pipeline and recent execution ·      8:16 – Timing and valuation in life sciences ·      9:26 – What do we think of CRISPER? ·      11:03 – Companies targeting sickle cell disease ·      11:56 – Companies targeting beta-thalassemia ·      12:53 – Platform technologies: Moderna ·      15:12 – Platform technologies: Ultragenyx ·      16:30 – Special focus: Alzheimer’s ·      18:50 –Alzheimer’s APOE4 ·      23:50 – Could Alzheimer’s be caused by infection? ·      24:55 – Cortexyme: Alzheimer’s and the gingivalis hypothesis ·      27:00 – Cassava and Alzheimer's ·      28:30 – How are we different to Ark? ·      29:10 – Summary 

Episode #46: Strategy in the Life Sciences

Michael Frazis discusses the growth sell-off in equities as of 15 May 2021.

Episode 45: Growth sell-off continues

Dr. Robert Stretch is a specialist in Pulmonary, Critical Care & Sleep Medicine. After graduating from Yale School of Medicine in 2014, he completed subspecialty training at BIDMC in Boston and UCLA Medical Center in Los Angeles. He is board-certified by the American Board of Internal Medicine (ABIM).

Episode 44: Dr Robert Stretch

This is the audio from an investment update Michael Frazis gave on 23 April 2021. 

Episode 43: Strategy update 22 April 2021

Brian Hartzer joins us to talk about his new book 'The Leadership Star', available from Amazon.  Brian was CEO of Westpac from 2014-2020. For those who don't know Westpac is Australia's second largest bank with over $800 billion of assets.  Brian discusses his 'Leadership Star' framework and pivotal moments in Australia's banking history. Brian also shares his views on cryptocurrency, neobanks, alternative lenders, the Buy-Now-Pay-Later movement, and the future of financial technology more broadly.  

Episode 42: Brian Hartzer, CEO of Westpac from 2014-2020, on leadership, culture and financial technology

Michael Frazis gives an update on SPACs, rising interest rates, tech valuations and what might happen next. 

Episode 41: Where to next? SPACs, rising interest rates and tech stocks

January 2021 - one of the more amusing weeks of finance.  0:57 - The short squeeze 2:31 - The reality of Robinhood's 'free' trades 5:08 - The hidden consequences of Hedge Fund strategy 6:51 - How useful is management access? 9:56 - The gamma squeeze 12:15 - How this forced people to rethink how they discuss finance? 13:39 - Is the squeeze squoze? 14:37 - Timing and recovery 15:40 - Our strategy 17:24 - An important dynamic of short interest 19:43 - The true signal of growth 20:32 - How fund managers missed a multidecade trend? 23:00 - A changing guard in allocation decisions

Episode 40: Gamestop

1.40 - Quick review of 2020  2.35 - How to survive huge market swings like March 2020 and 2008-2009  3.45 - Discussion on support mechanisms in place in equity markets (central banks, fiscal stimulus, actions by management teams, etc)  5.45 - Current investment strategy is to stay invested & make sure we are constantly holding winners  7.35 - Sound fundamental reasons why companies with intense customer love, explosive growth, and market leadership perform so well  8.15 - Our companies are investing heavily. When revenue comes in they open new offices, hire marketing staff and etc which promises a greater return on investment. Many categorise these investments as costs, which gives the opposite (incorrect) answer  10.17 - Investment in tech and the "companies of the future" requires long term investment with value creation over 5 - 10 years  11.50 - Question: Have you invested in Nio? Nio capitalises on the necessity of an electric China. There is demand in the Chinese economy with issues like pollution for electric vehicles and the vast majority of the population will be buying locally made vehicles. Nio is a 100%+ revenue growth company and has proven user base in China  13.25 - Question: When do we trim? Focus of maintaining diversified portfolio of ultra-high growth companies  14.25 - Long term goals of the fund  16.17 - Question: Is there a limit to when printing to support the economy triggers inflation? Austerity weakened the private sector as seen in the UK and saw mass unemployment 17.14 - Comparison with the Australian experience  18.08 - The Greek experience with austerity, and how growth can be the solution to an economic crisis 20.20 - Worries around debt overhang have been consistently proven wrong for countries like Australia, Japan, UK and USA anyway  20.50 - Question: How are you investing in the life sciences? 22.23 - Discussion on liquid biopsy and Dermtech's sticker approach to melanoma 24.00 - Question: What do we think about SPACs?  26.20 - Question: what didn't work in 2020? A few biotechs underperformed, like Avita  27.40 - Discussion on Moderna now that vaccine is approved  30.33 - Market outlook: Market is changing with stimulus, vaccines and substantial changes in leadership with low interest rates  30.45 - At the highs of January 2021 we aim to stay consistent & ensure our portfolio companies are adding users and revenues everyday at the highest possible rates, just as we did in the lows  33.10 - Question: What do we think of high quality but richly priced companies like Crowdstrike?  33.23 - 2021 focus on life sciences - the space is independent over the growth space & captures novel explosive growth  34.10 - Always searching for companies that grow 100% year on year, trading on five-time sales   34.25 - Why we never bought Spotify  35.10 - Question: Are we in a tech bubble?  44.30 - Conclusion: we remain focused on our diversified portfolio of ultra-high growth companies intense customer love, long term 

Episode 39: January 2021 Strategy Update

Michael Frazis and guests discuss their latest investment ideas.

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Frazis Capital Podcast

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