4 predictions · 1–3 · 25% accuracy
“Uber's gotten taken to the woodshed, massively overvalued, the lockup came off, it's gotten hammered, it's still gonna continue to go down.”
Markets · Checkable · by May 8, 2020 (inferred)
“I think we're gonna see... We've talked about this. Private market unicorns cut by 30 to 60% and public market stuff is already getting taken to the woodshed.”
Markets · Judgment call · by Nov 8, 2020 (inferred)
“my prediction is about WeWork and that is what Afghanistan and Vietnam were to Russia and The United States, WeWork is gonna be to SoftBank. And that is that they've thrown good money after bad. And my anecdotal evidence that this thing can't get... They can pull the nose up on this thing and it will be a bankruptcy or some sort of restructuring probably by q four twenty twenty or q two twenty twenty one”
M&A · Checkable · by Jun 30, 2021
“100%. Okay. Cover bankruptcy. That's Q four q four next year, q one or q two of twenty twenty one.”
M&A · Checkable · by Jun 30, 2021
