6 predictions · 1–3 · 25% accuracy
“ride hailing is going to shed more value than the majority of the S and P 500 companies are worth in the next six to twelve months.”
Markets · Judgment call · by Jun 14, 2020
Only if: Uber executes perfectly and takes full advantage of its assets (global brand, flywheel effect, Uber Eats)
“Uber could execute perfectly and take advantage of all their great assets and be worth half what it's worth right now.”
Markets · Conditional · Judgment call · by Jun 14, 2020 (inferred)
“Lyft could literally go away.”
Markets · Judgment call · by Jun 14, 2020 (inferred)
Only if: WhatsApp is spun off from Facebook as an independent company due to antitrust action
“These companies are going to skyrocket in value over the next six months because analysts are going to start recognizing that these companies... WhatsApp is going be an incredible company as an independent company.”
Tech · Conditional · Judgment call · by Jun 14, 2020 (inferred)
“I think if you were to buy all four of those stocks, I think they're up between 1020% in the next six months as the markets start to realize that spins are going to be amazing for shareholders.”
Markets · Checkable · by Dec 14, 2019
“I think it's within... I'm always early. I think it's within twelve months. Think it'll be within twelve months.”
Tech · Checkable · by Jun 14, 2020
