Superhero: Sidekick

How pros identify future market leaders | Superhero: Sidekick

May 13, 2025·34 min
Episode Description from the Publisher

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 lookHow to spot “customer love” through margins, market share and waitlistsHow Frazis Capital manages risk with momentum models and aggressive take-profitsWhat volatility, macro models and market psychology are telling us right nowWhy the next recession might not look like the last and what to expectWhy healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the gameSidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  Hosted on Acast. See acast.com/privacy for more information.

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Superhero: Sidekick and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.