Frazis Podcast On Coronavirus, EML and Shopify

In the last couple of weeks I’ve been catching up with Michael Frazis of Frazis Capital Partners to argue chat about stocks.

In the episode below, recorded on Saturday morning, we discussed whether to sell some shares or ride out the coronavirus shares. I shared my pain with EML Payments (ASX: EML), and we talked about why with think Wisetech (ASX: WTC) is a bad investement. Mike shared why he likes Shopify (NYSE: SHOP) and we debated the pros and cons of microcap investing: