The stances below are c8alpha's editorial distillation of Per Brilioth's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Per Brilioth is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2022-04-06
BBLN
bullish
Dennis Hong · video
Babylon is the only scaled broad-market AI digital doctor platform globally, positioned to convert single-digit-margin value-based care contracts into high-margin digital outcomes across a ~$900B US healthcare market, and the stock's decline from $10 to…
“I think it has the potential to become like the Amazon of digital AI”
90d -71.4% · 180d -87.0% · 1y -94.4%
Per Brilloth, how do you want to win with Babylon Health stock? A talk with the VNV Global CEO
2022-04-06
VNV
bullish
Dennis Hong · video
VNV Global trades at a historically large discount to an NAV that is itself composed of attractively valued assets, making buybacks at current levels an 'unparalleled' risk/reward versus allocating to new portfolio companies.
“the risk reward I think in our stock is maybe unparalleled”
Per Brilloth, how do you want to win with Babylon Health stock? A talk with the VNV Global CEO
2021-03-19
BABYLON HEALTH
bullish
Dennis Hong · video
Babylon is the global leader in AI-applied primary care — the last large sector to digitize (online penetration ~1%, comparable to e-commerce in 2000) — with marquee institutional customers including NHS, Telus, Prudential, and the Gates Foundation that…
“I think it will be a 20 billion dollar plus sort of market value company”
20%+ after moving to global tech investments in 2012? A talk with Per Brilioth (VNV Global)
2021-03-19
DIGITAL HEALTH / PRIMARY CARE DIGITIZATION
bullish
Dennis Hong · video
Online penetration of primary care sits at ~1% globally — where e-commerce was in 2000 — and must digitize because 80% of healthcare costs are labor; the structural savings imperative combined with post-COVID acceleration makes this the largest remaining…
20%+ after moving to global tech investments in 2012? A talk with Per Brilioth (VNV Global)
2021-03-19
FOOD WASTE / CLIMATE AGRI-TECH MARKETPLACES
bullish
Dennis Hong · video
Marketplace platforms addressing food waste (30% of food wasted globally) and local agricultural sourcing exhibit classic network effects — fragmented supply meets fragmented demand — backed by a structural climate macro driving consumer and regulatory demand
20%+ after moving to global tech investments in 2012? A talk with Per Brilioth (VNV Global)
2021-03-19
VOI
bullish
Dennis Hong · video
VOI is the European e-scooter leader with self-reinforcing network effects (density drives usage drives density) and is transitioning into licensed urban infrastructure similar to toll bridges, benefiting from city councils mandating car reduction
“this has become infrastructure — it could be owned by the same people who own a toll bridge”
20%+ after moving to global tech investments in 2012? A talk with Per Brilioth (VNV Global)
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