Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

The Master Investor Podcast with Wilfred Frost · Big Tech’s Tipping Point Is Here: Jim Mellon On Biggest Short Of All Time · 28 Jul 2026 podcast

Clearly haven't gone down that well with the market, one or two of them, massive single debt. voice-verified

sell offs like IBM and Google. voice-verified

What what's your your takeaway of some of those voice-verified

Earnings and reactions to them. voice-verified

Do do you feel like sentiment, whatever the sort of median investor is, has shifted to be net negative towards those business models yet, or is is it just a s the start of a tipping point? voice-verified

Down fifty percent from its high, which obviously it surged to after IPO, but I I think critically below its IPO price now. voice-verified

Yeah, IPO'd at one thirty five, it's at about one fifteen, I think, um uh in the morning. voice-verified

Do you think looking back that will mark the the peak of this this sort of voice-verified

Do you think there are any cheap US tech stocks at the moment? voice-verified

Yeah. voice-verified

This business model, though, core business model could be under threat as well at the moment. voice-verified

W we shall see. voice-verified

Um just just finally one that has moved in the opposite direction in the last last couple of weeks is Apple. voice-verified

Okay. voice-verified

But that in a relative sense it's outperformed. voice-verified

And and its market cap is is is high at pretty much at its all-time highs. voice-verified

And i if you look at that on a and obviously they haven't overspent on AI, which was a question mark for them for most of the last twelve months. voice-verified

It's kind of interesting that the market suddenly decided to reward that in a relative sense. voice-verified

But it's it's multiples on a traditional price to sales or price to earnings uh voice-verified

uh uh assessment is as high as it's ever been. voice-verified

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