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FFM Fund Newsletter - Nov 2025
Artificial Intelligence is now capturing all the attention, and it has become increasingly difficult to ignore.
The difference between AI and the internet craze, and it is a very important point, is that AI-related companies are making incredible amounts of money and are incredibly profitable. Valuations may be stretched, but these companies can at least be valued on something else than price to clicks, as was the case with internet companies back in the day.
Nov 182 min read


FFM Fund Newsletter - Oct 2025
Artificial Intelligence is now capturing all the attention, and it has become increasingly difficult to ignore.
The difference between AI and the internet craze, and it is a very important point, is that AI-related companies are making incredible amounts of money and are incredibly profitable. Valuations may be stretched, but these companies can at least be valued on something else than price to clicks, as was the case with internet companies back in the day.
Oct 172 min read


FFM Fund Newsletter - Sep 2025
The topic of Artificial Intelligence (AI), however, remains unavoidable. Many market commentators are arguing that this is becoming a bubble.
The difference between AI and the internet craze, and it is a very important point, is that AI-related companies are making incredible amounts of money and are incredibly profitable. Valuations may be stretched, but these companies can at least be valued on something else than price to clicks, as was the case with internet companies ba
Sep 172 min read


FFM Fund Newsletter - Aug 2025
For the first time this year, no major announcements came out of the White House. That said, verbal agreements were made with key trading partners, such as the EU and Japan. Still, it remains unclear how the U.S. plans to enforce some of the promises made, particularly those related to investment commitments in the U.S.
Aug 141 min read
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