May 21, 2021 · Episode 204

Crypto-crash, Streaming wars and tax plans with MSNBC Host Stephanie Ruhle

2 predictions · 1–1 · 50% accuracy

Scott's predictions2

Comcast (under Brian Roberts) will take some action rather than remain passive in response to the AT&T-Discovery/WarnerMedia spin-off deal.
“I just don't see Brian Roberts deciding to sit on the sidelines and say, Oh, that's interesting.”
M&A · Judgment call · by May 21, 2022 (inferred)
Came trueResolved Jun 2021
Comcast will approach AT&T CEO John Stankey to urge him to consider an alternative to the WarnerMedia-Discovery deal, and Stankey will initially rebuff the approach before AT&T's shareholders demand a closer look.
“I think that Comcast saying to their bankers, well, what could we do? And he'll call Stankey and say, look, you have an obligation to consider this. He'll initially rebuff them and say, sorry, boss, your shareholders demand that you take a very hard look at this.”
M&A · Judgment call · by May 21, 2022 (inferred)
Didn’t happenResolved Apr 8, 2022