Claude Walker and Frazis Capital discuss exciting Australian **promotion blocked** to watch in 2020, including Pro Medicus and Audinate. Worth a listen!
Available here
0:38 - Claude's background and time at Motley Fool
4:30 - Pro Medicus (PME:ASX) recommendation and discussion
6:38 - Claude touches on his investment style
8:08 - Pro Medicus as a platform business rather than just a software business
8:30 - Pro Medicus - the numbers
10:20 - Claude dives into Pro Medicus' two key revenue streams
11:50 - Michael introduces Alteryx (AYX:NYSE) and accounting standards
14:45 - Claude's worst mistake (Touchcorp)
17:30 - Claude touches on cognitive errors
18:10 - Michael discusses Afterpay (APT:ASX), comparing it to some US tech investments
19:25 - Afterpay, the YOLO stock?
21:55 - The network effects of Afterpay
22:30 - Consumer behaviour of Afterpay customers
24:38 - Claude introduces Avita Healthcare (AVH:ASX), discussed in Frazis Capital's previous podcast
26:58 - Avita's opportunity in vitiligo and skin rejuvenation
29:59 - How to value a company like Avita when there are no conventional cashflows?
32:02 - When should you sell a company like Avita?
35:20 - BARDA's funding of Polynovo (PNV:ASX) and Avita
37:40 - Claude goes through Audinate (AD8:ASX)
41:55 - Audinate's financial numbers
45:00 - Audinate's next 5 years
48:00 - Claude talks about his new project, "A Rich Life"
Bullish take on Pro Medicus from Claude Walker on Frazis Capital Podcast
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