May 17, 2019 · Episode 35

Alabama's big fail, Uber's disastrous IPO, and the Facebook breakup debate

3 predictions · 1–2 · 33% accuracy

Scott's predictions3

If Uber executes perfectly, its valuation would end up around $20-25 billion, about 60% below its trading valuation as of May 17, 2019.
Only if: Uber executes perfectly
“if this company executes perfectly, it might be worth 20, maybe $25,000,000,000, which by the way, is about 60% less than it's trading today.”
Markets · Conditional · Judgment call · by May 17, 2020 (inferred)
Didn’t happenResolved May 2020
Over the six to twelve months following May 17, 2019, Lyft and Uber combined will see $20 billion to $30 billion in shareholder value destroyed.
“You're talking about a loss probably in my view over the next six to twelve months between Lyft and Uber. A loss of... A destruction of 20 to $30,000,000,000 in shareholder value.”
Markets · Checkable · by May 17, 2020
Came trueResolved Nov 2019
The Nasdaq and the NYSE will go out of business.
“I think this all this all goes one direction, and that is you know who's going out of business is the Nasdaq and the NYSE.”
Markets · Checkable · by May 17, 2020 (inferred)
Didn’t happenResolved May 2020