3 predictions · 2–1 · 67% accuracy
“with the antitrust scrutiny probably being dialed down and the election over, I think private equity is getting its jets kind of fired up again, and we're gonna see in 2025 a lot of m and a and take private activity. There's like a $250,000,000,000 in dry powder on the line, or the private equity has a master raise and needs to deploy.”
Markets · Judgment call · by Dec 31, 2025
“And I think a decent target, if you will, right now is now Target. Walmart reported great earnings, Target terrible earnings. Walmart's now trading at, I think, 33 or 34 times earnings, and Target is trading at 12. It's not doing really well.”
M&A · Checkable · by Dec 31, 2025 (inferred)
“Two decent ideas we've mentioned over the last three weeks. One is Intel, and one now I'm adding to the list target.”
M&A · Either/or · Checkable · by Dec 31, 2025 (inferred)
