Show Notes
Smart investments aren’t always the cheapest - they’re in the businesses customers love.
In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet.
Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast.
He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power.
Here’s what we cover: Why 100%+ organic growth isn’t rare if you know where to look How to spot “customer love” through margins, market share and waitlists How Frazis Capital manages risk with momentum models and aggressive take-profits What volatility, macro models and market psychology are telling us right now Why the next recession might not look like the last and what to expect Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game
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