Dec 18, 2020 · Episode 162

Facebook vs. Apple, Robinhood reckoning, and a prediction for Zoom

3 predictions · 2–1 · 67% accuracy

Scott's predictions3

Robinhood's IPO will face delays or increased scrutiny from regulators and will not proceed as smoothly or as quickly as investors expect.
“I don't think that the Robinhood IPO is gonna go as swimmingly or even happen as soon as the investors would like to think.”
Markets · Judgment call · by Dec 18, 2021 (inferred)
Came trueResolved Jul 29, 2021
Zoom will either go on an acquisition binge (multiple acquisitions) or merge with a large established company.
“I think they will decide to cash in on this market capitalization and either go on an acquisition binge or merge with another very large kind of old mainline company.”
M&A · Either/or · Checkable · by Dec 31, 2021
Didn’t happenResolved Sep 2021
Looking back from 2023, Zoom will be seen as having suffered a steep decline in value or relevance, analogous to AOL's decline after its market peak, due to competition from well-resourced rivals like Microsoft Teams.
“two, I think looking back, and this is a prediction we have to look back in three years, I think Zoom is shaping up to be the AOL of 2021.”
Markets · Judgment call · by Dec 18, 2023
Came trueResolved 2023