Jul 19, 2022 · Episode 321

Microsoft & Netflix are BFFs, Delaware Showdown, and Sperm Donors

4 predictions · 3–1 · 75% accuracy

Scott's predictions4

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At least one of Twitter, Snap, or Pinterest will cease to be an independent, publicly traded company within twelve months of July 19, 2022 (i.e., by July 19, 2023).
“I think, essentially in social media, the subscale players, Twitter, Snap, and Pinterest, one or two of them in twelve months is probably not going to be an independent company.”
M&A · Either/or · Checkable · by Jul 19, 2023
Came trueResolved Oct 27, 2022
Elon Musk will be forced to complete the acquisition of Twitter at the original agreed price of $54.20 per share.
“I think of these three companies, you already have you have one guy who's painted himself into a corner is gonna have to show up with $54.20.”
M&A · Checkable · by Jul 19, 2023 (inferred)
Came trueResolved Oct 27, 2022
Pinterest will be the next (third) of the three social media companies (after Twitter and Snap) to cease being an independent company, despite having dual-class shares, within about twelve months.
“And so my prediction is it just makes sense. The third domino to fall here, even though I believe it's also dual class shareholder,”
M&A · Checkable · by Jul 19, 2023 (inferred)
Didn’t happenResolved Jul 19, 2023
A significant corporate event (such as an acquisition, buyout, or major strategic change) will occur involving Snap within the next twelve months (by July 19, 2023).
“I think the next point to prediction is you're gonna see something happen in the next twelve months Yep. Around Snap because it's a great product.”
M&A · Judgment call · by Jul 19, 2023
Came trueResolved Aug 31, 2022