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 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
It jumped again.
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So, you know, again, Comps will be the biggest company in the UK and so many people don't know about it.
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Obviously, it's listed in the U.S.,
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How brilliant are they in this?
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Are they a company you own?
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He was fantastic when he joined us and talking about all of those things and referred people back to that episode as well.
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This episode is brought to you by LSEG, the leading global financial markets, infrastructure, data and analytics provider.
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To learn more about how LSEG connects businesses, investors and markets worldwide, visit lseg.com.
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This episode of the Master Investor Podcast with Wilfred Frost is sponsored by BMY Investments, a trusted partner for many delivering financial solutions to investors and institutions worldwide.
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This sponsorship does not constitute financial advice.
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You mentioned there, to sort of round out some semi stuff, the amazing performance here today.
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Talk to me about memory.
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Where do you stand in that and the, frankly, absurd performance you've seen of late?
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Being Samsung, Hynix, Micron.
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I was going to say, it's not going to be 400% growth forever.
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So just add on to that.
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I mean, I didn't realize the P's were quite that low, particularly of the Korean names.
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But add to me how you factor in thinking about this explosion that we've seen in ETFs in Korea.
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Yeah.
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Three X levered various, you know, ETCs and ETNs where clearly there was just a technical market dynamic of forced buying that has played into this.
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Showing 1541–1560 of 2,338 · page 78 of 117
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