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

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The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

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That's why the best informed investors choose IBKR. voice-verified

Learn more at ibkr.com forward slash master investor. voice-verified

So why don't we dwell on software stocks then before going into semis? voice-verified

And you've been bearish software stocks for a few years? voice-verified

And just expand, why did you correctly see that? voice-verified

That's really interesting because I was going to ask, with the growth area, I guess the important revenue area being enterprise sales as opposed to individual sales, the ability for companies or the likelihood for companies to switch across in any kind of voice-verified

speedy way i think of this at sky you know is a and comcast the parent company you know where i work the day job it's a microsoft company it's a everything's a nightmare logging in on it you know it's not going to move anytime soon and then you think of which company we're talking about microsoft they're pretty innovative you know they've got a bit of runway they're plugged into lots of these ai companies i guess that the pushback would be can they not adapt voice-verified

Yeah. voice-verified

I mean, I always think when things turn 7% to 3%, you know, it can go the other way altogether. voice-verified

But I'm not talking about Salesforce specifically. voice-verified

By the way, voice-verified

As a counterpoint to the software thesis in general, and as it happens, Microsoft and Salesforce, I refer people back to our episode with Mason Morfitt, the CEO of Value at Capital from January or so this year, which he's a bull on both of those and made a very good case. voice-verified

Great episode. voice-verified

Well, thank you. voice-verified

Hi guys, it's Wilf. voice-verified

I hope you're enjoying this episode. voice-verified

Just a quick reminder to please hit follow or subscribe on your podcast or video app so that you never miss an episode. voice-verified

And if you've got time, please do give us a five-star rating and leave us a comment. voice-verified

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