Archive - Sizemore Investment Letter

AI's Achilles Heel, Revisited

Microsoft now spends more on capex than ExxonMobil

Dec 4 •

Charles Sizemore

November 2025

AI's Fatal Flaw

AI bots can replace a worker but not a shopper

Nov 21 •

Charles Sizemore

Warren Buffett's Last Letter to Investors (Maybe)

The Oracle of Omaha considers the role that luck played in his success

Nov 12 •

Charles Sizemore

Is the Air Starting to Seep Out of the AI Bubble?

Wall Street suddenly seems concerned about tech valuations

Nov 12 •

Charles Sizemore

Happy Guy Fawkes Day

A tribute to the last man to enter parliament with honest intentions

Nov 5 •

Charles Sizemore

October 2025

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