6 predictions · 2–3 · 40% accuracy
“We're gonna see just a raft of retail bankruptcy,”
Markets · Checkable · by May 5, 2021 (inferred)
“The gap could probably go out of business, which is is staggering to feel.”
Markets · Checkable · by May 5, 2021 (inferred)
“I don't wanna be a grave dancer and send stocks down, but most of the department stores, especially retail apparel.”
Markets · Checkable · by May 5, 2021 (inferred)
“Your Sephora's, your restoration hardwares are gonna be stronger coming out of this.”
Markets · Judgment call · by May 5, 2021 (inferred)
“I think Quibi probably gets sold in the next six months, and it'll be a it'll be a mercy killing. It'll get sold for sold for a dollar to somebody.”
M&A · Checkable · by Nov 5, 2020
Only if: Amazon is broken up into separate companies
“it's gonna make it only that much more interesting when we break up that company, and Amazon Fulfillment becomes its own entity. That That company can end up being on its own worth one of the 10 most”
M&A · Conditional · Judgment call · by May 5, 2025 (inferred)